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SignalPoint Asset Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

SignalPoint Asset Management’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
2017
Q4 		– Sell
-4,007
Closed -$246K – 205
2017
Q3 		$246K Buy
+4,007
New +$238K 0.12% 174

Other funds holding FAD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SignalPoint Asset Management's FAD Position: Q4 2017 in Review

SignalPoint Asset Management sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q4 2017, closing a stake of 4,007 shares — an estimated $246K sold.

SignalPoint Asset Management first reported a position in FAD in Q3 2017 and held it in 1 quarter. The position peaked at $246K in Q3 2017. 40 funds tracked by Wall St. Rank hold FAD as of Q4 2017.

  • SignalPoint Asset Management reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q4 2017 after selling out during the quarter.
  • SignalPoint Asset Management sold 4,007 First Trust Multi Cap Growth AlphaDEX Fund shares in Q4 2017, an estimated $246K.
  • SignalPoint Asset Management first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q3 2017 and held it in 1 quarter.
  • SignalPoint Asset Management's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $246K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q4 2017.

Based on SignalPoint Asset Management's 13F filing for Q4 2017, filed 31 Jan 2018.