Total Clarity Wealth Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Total Clarity Wealth 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
2022 Q3	–	Sell	-215	Closed	-$20K	–	453
2022 Q2	$20K	Buy	+215	New	+$21.6K	0.01%	549
2022 Q1	–	Sell	-215	Closed	-$27K	–	426
2021 Q4	$27K	Hold	215	–	–	0.01%	510
2021 Q3	$25K	Buy	+215	New	+$25.9K	0.01%	519
2021 Q2	–	Sell	-215	Closed	-$23K	–	356
2021 Q1	$23K	Buy	+215	New	+$23.7K	0.01%	445
2020 Q1	–	Sell	-215	Closed	-$17K	–	244
2019 Q4	$17K	Buy	+215	New	+$16.1K	0.01%	421

Other funds holding FAD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Total Clarity Wealth Management's FAD Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q3 2022, closing a stake of 215 shares — an estimated $20K sold.

Total Clarity Wealth Management first reported a position in FAD in Q4 2019 and held it in 5 quarters. The position peaked at $27K in Q4 2021. 45 funds tracked by Wall St. Rank hold FAD as of Q3 2022.

Total Clarity Wealth Management reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 215 First Trust Multi Cap Growth AlphaDEX Fund shares in Q3 2022, an estimated $20K.
Total Clarity Wealth Management first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $27K in Q4 2021.
45 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.