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WealthPlan Investment Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

WealthPlan Investment 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
Q1 		$487K Buy
+4,791
New +$531K 0.03% 253

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
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

WealthPlan Investment Management's FAD Position: Q1 2022 in Review

WealthPlan Investment Management opened a new position in First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2022: 4,791 shares worth $487K. The stake represents 0.03% of the portfolio and ranks #253 among its holdings.

56 funds tracked by Wall St. Rank hold FAD as of Q1 2022.

  • WealthPlan Investment Management held 4,791 shares of First Trust Multi Cap Growth AlphaDEX Fund worth $487K as of Q1 2022.
  • First Trust Multi Cap Growth AlphaDEX Fund was a new WealthPlan Investment Management position in Q1 2022.
  • First Trust Multi Cap Growth AlphaDEX Fund made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2022, its #253 holding.
  • 56 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2022.

Based on WealthPlan Investment Management's 13F filing for Q1 2022, filed 7 Sep 2022.