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Realta Investment Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Realta Investment Advisors’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
2019
Q3 		– Sell
-165
Closed -$12K – 1653
2019
Q2 		$12K Buy
+165
New +$12K ﹤0.01% 1079

Other funds holding FAD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Realta Investment Advisors's FAD Position: Q3 2019 in Review

Realta Investment Advisors sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q3 2019, closing a stake of 165 shares — an estimated $12K sold.

Realta Investment Advisors first reported a position in FAD in Q2 2019 and held it in 1 quarter. The position peaked at $12K in Q2 2019. 46 funds tracked by Wall St. Rank hold FAD as of Q3 2019.

  • Realta Investment Advisors reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 165 First Trust Multi Cap Growth AlphaDEX Fund shares in Q3 2019, an estimated $12K.
  • Realta Investment Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $12K in Q2 2019.
  • 46 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.