Stonebridge Financial Planning Group’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Hold |
|
|||||
|
2025
Q1 | $1.37M | Sell |
|
|||||
|
2024
Q4 | $1.48M | Sell |
|
|||||
|
2024
Q3 | $1.47M | Sell |
|
|||||
|
2024
Q2 | $1.43M | Sell |
|
|||||
|
2024
Q1 | $1.49M | Sell |
|
|||||
|
2023
Q4 | $1.42M | Sell |
|
|||||
|
2023
Q3 | $1.32M | Sell |
|
|||||
|
2023
Q2 | $1.42M | Sell |
|
|||||
|
2023
Q1 | $1.36M | Sell |
|
|||||
|
2022
Q4 | $1.45M | Sell |
|
|||||
|
2022
Q3 | $1.4M | Sell |
|
|||||
|
2022
Q2 | $1.48M | Sell |
|
|||||
|
2022
Q1 | $2.16M | Buy |
|
|||||
|
2021
Q4 | $2M | Buy |
|
|||||
|
2021
Q3 | $2.37M | Sell |
|
|||||
|
2021
Q2 | $2.2M | Buy |
|
|||||
|
2021
Q1 | $2.01M | Buy |
|
|||||
|
2020
Q4 | $1.85M | Sell |
|
|||||
|
2020
Q3 | $1.66M | Sell |
|
|||||
|
2020
Q2 | $1.51M | Sell |
|
|||||
|
2020
Q1 | $1.25M | Sell |
|
|||||
|
2019
Q4 | $2.05M | Buy |
|