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Win Advisors’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Win Advisors’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
-70
Closed -$8K – 170
2022
Q1 		$8K Buy
+70
New +$7.76K ﹤0.01% 142

Other funds holding FAD

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Win Advisors's FAD Position: Q2 2022 in Review

Win Advisors sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q2 2022, closing a stake of 70 shares — an estimated $8K sold.

Win Advisors first reported a position in FAD in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 48 funds tracked by Wall St. Rank hold FAD as of Q2 2022.

  • Win Advisors reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q2 2022 after selling out during the quarter.
  • Win Advisors sold 70 First Trust Multi Cap Growth AlphaDEX Fund shares in Q2 2022, an estimated $8K.
  • Win Advisors first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q1 2022 and held it in 1 quarter.
  • Win Advisors's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $8K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q2 2022.

Based on Win Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.