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McClarren Financial Advisors’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

McClarren Financial Advisors’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
2022
Q1 		– Sell
-31
Closed -$3K – 289
2021
Q4 		$3K Buy
+31
New +$2.28K ﹤0.01% 279

Other funds holding FAB

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
6F
626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

McClarren Financial Advisors's FAB Position: Q1 2022 in Review

McClarren Financial Advisors sold out of First Trust Multi Cap Value AlphaDEX Fund (FAB) in Q1 2022, closing a stake of 31 shares — an estimated $3K sold.

McClarren Financial Advisors first reported a position in FAB in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 54 funds tracked by Wall St. Rank hold FAB as of Q1 2022.

  • McClarren Financial Advisors reported no remaining First Trust Multi Cap Value AlphaDEX Fund position as of Q1 2022 after selling out during the quarter.
  • McClarren Financial Advisors sold 31 First Trust Multi Cap Value AlphaDEX Fund shares in Q1 2022, an estimated $3K.
  • McClarren Financial Advisors first reported a position in First Trust Multi Cap Value AlphaDEX Fund in Q4 2021 and held it in 1 quarter.
  • McClarren Financial Advisors's First Trust Multi Cap Value AlphaDEX Fund position peaked at $3K in Q4 2021.
  • 54 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q1 2022.

Based on McClarren Financial Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.