Next Financial Group’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

Next Financial Group’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
2021 Q4	$2K	Buy	+33	New	+$2.42K	﹤0.01%	2600

Other funds holding FAB

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's FAB Position: Q4 2021 in Review

Next Financial Group opened a new position in First Trust Multi Cap Value AlphaDEX Fund (FAB) in Q4 2021: 33 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2600 among its holdings.

50 funds tracked by Wall St. Rank hold FAB as of Q4 2021.

Next Financial Group held 33 shares of First Trust Multi Cap Value AlphaDEX Fund worth $2K as of Q4 2021.
First Trust Multi Cap Value AlphaDEX Fund was a new Next Financial Group position in Q4 2021.
First Trust Multi Cap Value AlphaDEX Fund made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2600 holding.
50 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.