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

Western 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
2022 Q2	–	Sell	-12,035	Closed	-$1.35M	–	808
2022 Q1	$1.35M	Buy	+12,035	New	+$1.34M	0.07%	276

Other funds holding FAD

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Western Wealth Management's FAD Position: Q2 2022 in Review

Western Wealth Management sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2022, closing a stake of 12,035 shares — an estimated $1.35M sold.

Western Wealth Management first reported a position in FAD in Q1 2022 and held it in 1 quarter. The position peaked at $1.35M in Q1 2022. 48 funds tracked by Wall St. Rank hold FAD as of Q2 2022.

Western Wealth Management reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
Western Wealth Management sold 12,035 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $1.35M.
Western Wealth Management first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
Western Wealth Management's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $1.35M in Q1 2022.
48 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Western Wealth Management's 13F filing for Q2 2022, filed 18 Jul 2022.