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

Wechter Feldman Wealth 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
2018
Q4 		– Sell
-134,576
Closed -$10.4M – 31
2018
Q3 		$10.4M Buy
134,576
+9,503
+8% +$714K 6.33% 7
2018
Q2 		$9.03M Buy
+125,073
New +$8.83M 6.21% 8

Other funds holding FAD

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Wechter Feldman Wealth Management's FAD Position: Q4 2018 in Review

Wechter Feldman Wealth Management sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q4 2018, closing a stake of 134,576 shares — an estimated $10.4M sold.

Wechter Feldman Wealth Management first reported a position in FAD in Q2 2018 and held it in 2 quarters. The position peaked at $10.4M in Q3 2018. 43 funds tracked by Wall St. Rank hold FAD as of Q4 2018.

  • Wechter Feldman Wealth Management reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q4 2018 after selling out during the quarter.
  • Wechter Feldman Wealth Management sold 134,576 First Trust Multi Cap Growth AlphaDEX Fund shares in Q4 2018, an estimated $10.4M.
  • Wechter Feldman Wealth Management first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q2 2018 and held it in 2 quarters.
  • Wechter Feldman Wealth Management's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $10.4M in Q3 2018.
  • 43 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q4 2018.

Based on Wechter Feldman Wealth Management's 13F filing for Q4 2018, filed 4 Feb 2019.