Stratos Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,301
| Closed | -$503K | – | 1156 |
|
|
2022
Q4 | $503K | Buy |
+5,301
| New | +$503K | 0.01% | 734 |
|
|
2018
Q4 | – | Sell |
-667
| Closed | -$51K | – | 1349 |
|
|
2018
Q3 | $51K | Buy |
+667
| New | +$51K | ﹤0.01% | 1446 |
|
|
2018
Q2 | – | Sell |
-667
| Closed | -$45K | – | 1482 |
|
|
2018
Q1 | $45K | Buy |
667
+595
| +826% | +$40.1K | ﹤0.01% | 1631 |
|
|
2017
Q4 | $5K | Buy |
+72
| New | +$5K | ﹤0.01% | 2386 |
|