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Wealth Advisory Solutions’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Wealth Advisory Solutions’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
2021
Q1 		– Sell
-2,373
Closed -$204K – 151
2020
Q4 		$204K Hold
2,373
– – 0.06% 153
2020
Q3 		$204K Buy
+2,373
New +$199K 0.05% 171

Other funds holding FAD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wealth Advisory Solutions's FAD Position: Q1 2021 in Review

Wealth Advisory Solutions sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2021, closing a stake of 2,373 shares — an estimated $204K sold.

Wealth Advisory Solutions first reported a position in FAD in Q3 2020 and held it in 2 quarters. The position peaked at $204K in Q4 2020. 51 funds tracked by Wall St. Rank hold FAD as of Q1 2021.

  • Wealth Advisory Solutions reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2021 after selling out during the quarter.
  • Wealth Advisory Solutions sold 2,373 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2021, an estimated $204K.
  • Wealth Advisory Solutions first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q3 2020 and held it in 2 quarters.
  • Wealth Advisory Solutions's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $204K in Q4 2020.
  • 51 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2021.

Based on Wealth Advisory Solutions's 13F filing for Q1 2021, filed 13 May 2021.