WFWM
FAD icon

Wechter Feldman Wealth Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-134,576
Closed -$10.4M 31
2018
Q3
$10.4M Buy
134,576
+9,503
+8% +$731K 6.33% 7
2018
Q2
$9.03M Buy
+125,073
New +$9.03M 6.21% 8