Winslow Evans & Crocker’s First Trust Multi Cap Growth AlphaDEX Fund FAD Stock Holding History

Winslow Evans & Crocker’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
2017 Q1	–	Sell	-400	Closed	-$20.9K	–	1247
2016 Q4	$20.9K	Hold	400	–	–	0.01%	709
2016 Q3	$21.2K	Hold	400	–	–	0.01%	717
2016 Q2	$20.5K	Hold	400	–	–	0.01%	690
2016 Q1	$19.8K	Hold	400	–	–	0.01%	701
2015 Q4	$19.9K	Hold	400	–	–	0.01%	749
2015 Q3	$18.9K	Hold	400	–	–	0.01%	737
2015 Q2	$20.4K	Hold	400	–	–	0.01%	754
2015 Q1	$20.5K	Hold	400	–	–	0.01%	728
2014 Q4	$19.5K	Hold	400	–	–	0.01%	738
2014 Q3	$18.2K	Hold	400	–	–	0.01%	759
2014 Q2	$18.8K	Hold	400	–	–	0.01%	696
2014 Q1	$18.2K	Hold	400	–	–	0.01%	697
2013 Q4	$18K	Buy	+400	New	+$17.1K	0.01%	725

Other funds holding FAD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Winslow Evans & Crocker's FAD Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of First Trust Multi Cap Growth AlphaDEX Fund (FAD) in Q1 2017, closing a stake of 400 shares — an estimated $20.9K sold.

Winslow Evans & Crocker first reported a position in FAD in Q4 2013 and held it in 13 quarters. The position peaked at $21.2K in Q3 2016. 36 funds tracked by Wall St. Rank hold FAD as of Q1 2017.

Winslow Evans & Crocker reported no remaining First Trust Multi Cap Growth AlphaDEX Fund position as of Q1 2017 after selling out during the quarter.
Winslow Evans & Crocker sold 400 First Trust Multi Cap Growth AlphaDEX Fund shares in Q1 2017, an estimated $20.9K.
Winslow Evans & Crocker first reported a position in First Trust Multi Cap Growth AlphaDEX Fund in Q4 2013 and held it in 13 quarters.
Winslow Evans & Crocker's First Trust Multi Cap Growth AlphaDEX Fund position peaked at $21.2K in Q3 2016.
36 funds tracked by Wall St. Rank held First Trust Multi Cap Growth AlphaDEX Fund as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.