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WealthPLAN Partners’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

WealthPLAN Partners’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 Hold
4,791
– – 0.03% 253
2021
Q4 		$527K Sell
4,791
-17
-0.4% -$2.12K 0.03% 245
2021
Q3 		$600K Sell
4,808
-399
-8% -$48.1K 0.04% 228
2021
Q2 		$629K Hold
5,207
– – 0.04% 205
2021
Q1 		$575K Buy
5,207
+512
+11% +$56.3K 0.04% 206
2020
Q4 		$529K Buy
+4,695
New +$446K 0.05% 211
2016
Q3 		$1.1K Sell
21
-21
-50% -$1.11K ﹤0.01% 893
2016
Q2 		$1.08K Buy
+42
New +$2.1K ﹤0.01% 2318
2015
Q4 		$1.05K Buy
+63
New +$3.14K ﹤0.01% 1543
2015
Q2 		$1K Sell
21
-1,028
-98% -$52.5K ﹤0.01% 403
2015
Q1 		$53K Buy
+1,049
New +$52.1K 0.02% 233

Other funds holding FAD

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $74.1B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return