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National Planning Corporation’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-200
Closed -$9.57K – 1105
2014
Q4 		$9.57K Buy
+200
New +$9.37K ﹤0.01% 2060

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DFIM
Detwiler Fenton Investment Management Boston, Massachusetts $19.3M AUM
SFG
SNS Financial Group Minneapolis, Minnesota $1.16B AUM 13.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

National Planning Corporation's FAD Position: Q1 2015 in Review

National Planning Corporation sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2015, closing a stake of 200 shares — an estimated $9.57K sold.

National Planning Corporation first reported a position in FAD in Q4 2014 and held it in 1 quarter. The position peaked at $9.57K in Q4 2014. 30 funds tracked by Wall St. Rank hold FAD as of Q1 2015.

  • National Planning Corporation reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 200 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2015, an estimated $9.57K.
  • National Planning Corporation first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $9.57K in Q4 2014.
  • 30 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.