N.E.W. Advisory Services’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
2026
Q1
$21.9K Hold
138
﹤0.01% 492
2025
Q4
$22.3K Buy
+138
New +$22.3K ﹤0.01% 482
2025
Q2
Sell
-316
Closed -$40.8K 862
2025
Q1
$40.8K Buy
+316
New +$43.9K ﹤0.01% 388

Other funds holding FAD

N.E.W. Advisory Services's FAD Position: Q1 2026 in Review

N.E.W. Advisory Services held its First Trust Multi Cap Growth AlphaDEX Fund (FAD) position steady in Q1 2026 at 138 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #492.

N.E.W. Advisory Services first reported a position in FAD in Q1 2025 and has held it in 3 quarters since. The position peaked at $40.8K in Q1 2025. 99 funds tracked by Wall St. Rank hold FAD as of Q1 2026.

  • N.E.W. Advisory Services held 138 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $21.9K as of Q1 2026.
  • N.E.W. Advisory Services left its First Trust Multi Cap Growth AlphaDEX Fund share count unchanged in Q1 2026.
  • First Trust Multi Cap Growth AlphaDEX Fund made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #492 holding.
  • N.E.W. Advisory Services first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q1 2025 and has held it in 3 quarters since.
  • N.E.W. Advisory Services's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $40.8K in Q1 2025.
  • 99 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.