SWPG
FAD icon

Strategic Wealth Partners Group’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Strategic Wealth Partners Group’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
2018
Q3 		– Sell
-100
Closed -$7.22K – 35
2018
Q2 		$7.22K Buy
+100
New +$7.06K 0.14% 36

Other funds holding FAD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFWM
Wechter Feldman Wealth Management Parsippany, New Jersey $143M AUM 25.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Strategic Wealth Partners Group's FAD Position: Q3 2018 in Review

Strategic Wealth Partners Group sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q3 2018, closing a stake of 100 shares — an estimated $7.22K sold.

Strategic Wealth Partners Group first reported a position in FAD in Q2 2018 and held it in 1 quarter. The position peaked at $7.22K in Q2 2018. 44 funds tracked by Wall St. Rank hold FAD as of Q3 2018.

  • Strategic Wealth Partners Group reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q3 2018 after selling out during the quarter.
  • Strategic Wealth Partners Group sold 100 First Trust Multi Cap Growth AlphaDEX Fund shares in Q3 2018, an estimated $7.22K.
  • Strategic Wealth Partners Group first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2018 and held it in 1 quarter.
  • Strategic Wealth Partners Group's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $7.22K in Q2 2018.
  • 44 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2018.

Based on Strategic Wealth Partners Group's 13F filing for Q3 2018, filed 14 Nov 2018.