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Legacy Wealth Management (Idaho)’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio FAD Stock Details FAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.31K Buy
+46
New +$7.63K ﹤0.01% 551

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s FAD Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2026: 46 shares worth $7.31K. The stake represents ﹤0.01% of the portfolio and ranks #551 among its holdings.

99 funds tracked by Wall St. Rank hold FAD as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 46 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $7.31K as of Q1 2026.
  • First Trust Multi Cap Growth AlphaDEX Fund was a new Legacy Wealth Management (Idaho) position in Q1 2026.
  • First Trust Multi Cap Growth AlphaDEX Fund made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #551 holding.
  • 99 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.