L. Roy Papp & Associates’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $417K | Hold |
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|
2025
Q2 | $381K | Hold |
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|
2025
Q1 | $336K | Hold |
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|
2024
Q4 | $359K | Hold |
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|
2024
Q3 | $347K | Hold |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $323K | Hold |
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|
2023
Q4 | $291K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $307K | Hold |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $285K | Hold |
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|
2022
Q2 | $292K | Buy |
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