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Legend Financial Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Legend Financial Advisors’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
2025
Q3 		– Sell
-50
Closed -$7.34K – 75
2025
Q2 		$7.34K Buy
+50
New +$6.72K ﹤0.01% 125

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Legend Financial Advisors's FAD Position: Q3 2025 in Review

Legend Financial Advisors sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q3 2025, closing a stake of 50 shares — an estimated $7.34K sold.

Legend Financial Advisors first reported a position in FAD in Q2 2025 and held it in 1 quarter. The position peaked at $7.34K in Q2 2025. 83 funds tracked by Wall St. Rank hold FAD as of Q3 2025.

  • Legend Financial Advisors reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 50 First Trust Multi Cap Growth AlphaDEX Fund shares in Q3 2025, an estimated $7.34K.
  • Legend Financial Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2025 and held it in 1 quarter.
  • Legend Financial Advisors's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $7.34K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.