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Wealthspire Advisors (New York)’s First Trust Multi Cap Value AlphaDEX Fund FAB Stock Holding History

Wealthspire Advisors (New York)’s Portfolio FAB Stock Details FAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,903
Closed -$166K – 1631
2025
Q3 		$166K Buy
+1,903
New +$162K ﹤0.01% 856

Other funds holding FAB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
6F
626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealthspire Advisors (New York)'s FAB Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of First Trust Multi Cap Value AlphaDEX Fund (FAB) in Q4 2025, closing a stake of 1,903 shares — an estimated $166K sold.

Wealthspire Advisors (New York) first reported a position in FAB in Q3 2025 and held it in 1 quarter. The position peaked at $166K in Q3 2025. 65 funds tracked by Wall St. Rank hold FAB as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining First Trust Multi Cap Value AlphaDEX Fund position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,903 First Trust Multi Cap Value AlphaDEX Fund shares in Q4 2025, an estimated $166K.
  • Wealthspire Advisors (New York) first reported a position in First Trust Multi Cap Value AlphaDEX Fund in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s First Trust Multi Cap Value AlphaDEX Fund position peaked at $166K in Q3 2025.
  • 65 funds tracked by Wall St. Rank held First Trust Multi Cap Value AlphaDEX Fund as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.