Wilbanks Smith & Thomas Asset Management’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $465K | Hold |
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|
2021
Q3 | $438K | Hold |
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|
2021
Q2 | $442K | Hold |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $384K | Hold |
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|
2020
Q3 | $318K | Hold |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $286K | Hold |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $276K | Hold |
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|
2019
Q1 | $265K | Hold |
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|
2018
Q4 | $227K | Hold |
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|
2018
Q3 | $285K | Hold |
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|
2018
Q2 | $267K | Hold |
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|
2018
Q1 | $251K | Hold |
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|
2017
Q4 | $243K | Hold |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $216K | Hold |
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|
2017
Q1 | $208K | Buy |
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