KWM
FAB icon

Kiker Wealth Management’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

Kiker Wealth Management’s Portfolio FAB Stock Details FAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-100
Closed -$7.95K – 682
2025
Q1 		$7.95K Buy
+100
New +$8.22K 0.01% 400

Other funds holding FAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kiker Wealth Management's FAB Position: Q2 2025 in Review

Kiker Wealth Management sold out of First Trust Multi Cap Value AlphaDEX Fund (FAB) in Q2 2025, closing a stake of 100 shares — an estimated $7.95K sold.

Kiker Wealth Management first reported a position in FAB in Q1 2025 and held it in 1 quarter. The position peaked at $7.95K in Q1 2025. 60 funds tracked by Wall St. Rank hold FAB as of Q2 2025.

  • Kiker Wealth Management reported no remaining First Trust Multi Cap Value AlphaDEX Fund position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 100 First Trust Multi Cap Value AlphaDEX Fund shares in Q2 2025, an estimated $7.95K.
  • Kiker Wealth Management first reported a position in First Trust Multi Cap Value AlphaDEX Fund in Q1 2025 and held it in 1 quarter.
  • Kiker Wealth Management's First Trust Multi Cap Value AlphaDEX Fund position peaked at $7.95K in Q1 2025.
  • 60 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.