Regal Investment Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-872
| Closed | -$41K | – | 467 |
|
|
2015
Q3 | $41K | Hold |
872
| – | – | 0.01% | 455 |
|
|
2015
Q2 | $44K | Buy |
872
+2
| +0.2% | +$101 | 0.01% | 440 |
|
|
2015
Q1 | $45K | Buy |
870
+25
| +3% | +$1.29K | 0.01% | 440 |
|
|
2014
Q4 | $41K | Hold |
845
| – | – | 0.01% | 422 |
|
|
2014
Q3 | $38K | Hold |
845
| – | – | 0.01% | 449 |
|
|
2014
Q2 | $40K | Buy |
+845
| New | +$40K | 0.01% | 416 |
|