Plotkin Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.33M | Buy |
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|
2025
Q2 | $6.7M | Sell |
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|
2025
Q1 | $5.97M | Buy |
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|
2024
Q4 | $6.35M | Sell |
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|
2024
Q3 | $6.18M | Sell |
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|
2024
Q2 | $5.7M | Sell |
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|
2024
Q1 | $5.81M | Buy |
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|
2023
Q4 | $5.22M | Sell |
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|
2023
Q3 | $4.65M | Buy |
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|
2023
Q2 | $4.88M | Sell |
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|
2023
Q1 | $4.83M | Sell |
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|
2022
Q4 | $4.79M | Sell |
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|
2022
Q3 | $4.74M | Sell |
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|
2022
Q2 | $4.9M | Sell |
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|
2022
Q1 | $6.57M | Sell |
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|
2021
Q4 | $7.38M | Sell |
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|
2021
Q3 | $7.18M | Sell |
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|
2021
Q2 | $7.37M | Sell |
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|
2021
Q1 | $6.69M | Sell |
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|
2020
Q4 | $6.59M | Buy |
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|
2020
Q3 | $3.49M | Sell |
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|
2020
Q2 | $7.06M | Sell |
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|
2020
Q1 | $5.66M | Sell |
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|
2019
Q4 | $7.45M | Buy |
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