Sigma Planning Corp’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 | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-4,068
| Closed | -$202K | – | 715 |
|
2015
Q4 | $202K | Buy |
+4,068
| New | +$202K | 0.03% | 595 |
|
2015
Q3 | – | Sell |
-5,463
| Closed | -$279K | – | 689 |
|
2015
Q2 | $279K | Hold |
5,463
| – | – | 0.04% | 507 |
|
2015
Q1 | $280K | Sell |
5,463
-531
| -9% | -$27.2K | 0.04% | 550 |
|
2014
Q4 | $293K | Buy |
+5,994
| New | +$293K | 0.04% | 504 |
|