Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-9
| Closed | -$1K | – | 3157 |
|
|
2020
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 2568 |
|
|
2020
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 2357 |
|
|
2020
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 2286 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 2230 |
|
|
2019
Q4 | $1K | Sell |
9
-387
| -98% | -$43K | ﹤0.01% | 2330 |
|
|
2019
Q3 | $29K | Buy |
+396
| New | +$29K | ﹤0.01% | 1157 |
|
|
2019
Q1 | $2.34M | Sell |
32,607
-58
| -0.2% | -$4.16K | 0.26% | 85 |
|
|
2018
Q4 | $2M | Sell |
32,665
-156
| -0.5% | -$9.56K | 0.28% | 76 |
|
|
2018
Q3 | $2.52M | Buy |
+32,821
| New | +$2.52M | 0.37% | 56 |
|