Wealth Enhancement Advisory Services’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $317K | Sell |
2,146
-443
| -17% | -$65.5K | ﹤0.01% | 2576 |
|
2025
Q1 | $335K | Buy |
2,589
+167
| +7% | +$21.6K | ﹤0.01% | 2342 |
|
2024
Q4 | $335K | Buy |
2,422
+357
| +17% | +$49.3K | ﹤0.01% | 2271 |
|
2024
Q3 | $276K | Buy |
2,065
+145
| +8% | +$19.4K | ﹤0.01% | 2214 |
|
2024
Q2 | $236K | Buy |
1,920
+15
| +0.8% | +$1.85K | ﹤0.01% | 2163 |
|
2024
Q1 | $237K | Buy |
+1,905
| New | +$237K | ﹤0.01% | 2081 |
|