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OneDigital Investment Advisors’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

OneDigital Investment 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
2019
Q1 		– Sell
-9,996
Closed -$478K – 1143
2018
Q4 		$478K Buy
+9,996
New +$530K 0.08% 165

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RJFSA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OneDigital Investment Advisors's FAB Position: Q1 2019 in Review

OneDigital Investment Advisors sold out of First Trust Multi Cap Value AlphaDEX Fund (FAB) in Q1 2019, closing a stake of 9,996 shares — an estimated $478K sold.

OneDigital Investment Advisors first reported a position in FAB in Q4 2018 and held it in 1 quarter. The position peaked at $478K in Q4 2018. 35 funds tracked by Wall St. Rank hold FAB as of Q1 2019.

  • OneDigital Investment Advisors reported no remaining First Trust Multi Cap Value AlphaDEX Fund position as of Q1 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 9,996 First Trust Multi Cap Value AlphaDEX Fund shares in Q1 2019, an estimated $478K.
  • OneDigital Investment Advisors first reported a position in First Trust Multi Cap Value AlphaDEX Fund in Q4 2018 and held it in 1 quarter.
  • OneDigital Investment Advisors's First Trust Multi Cap Value AlphaDEX Fund position peaked at $478K in Q4 2018.
  • 35 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q1 2019.

Based on OneDigital Investment Advisors's 13F filing for Q1 2019, filed 10 May 2019.