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First Trust Mult Cap Grwth Alp Fnd shares owned by Plotkin Financial Advisors

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Plotkin Financial Advisors from 13F filings

Historical chart of Plotkin Financial Advisors investment in First Trust Mult Cap Grwth Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mult Cap Grwth Alp Fnd held by Plotkin Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Mult Cap Grwth Alp Fnd by Plotkin Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.3M 46k 160.55
2025-06-30 $6.7M 46k 146.82
2025-03-31 $6.0M 46k 129.37
2024-12-31 $6.3M 46k 138.21
2024-09-30 $6.2M 46k 133.60
2024-06-30 $5.7M 46k 123.12
2024-03-31 $5.8M 47k 124.59
2023-12-31 $5.2M 47k 112.26
2023-09-30 $4.7M 47k 100.13
2023-06-30 $4.9M 46k 105.52
2023-03-31 $4.8M 49k 97.93
2022-12-31 $4.8M 51k 94.82
2022-09-30 $4.7M 53k 89.60
2022-06-30 $4.9M 54k 91.54
2022-03-31 $6.6M 59k 112.22
2021-12-31 $7.4M 59k 125.61
2021-09-30 $7.2M 61k 118.28
2021-06-30 $7.4M 62k 119.57
2021-03-31 $6.7M 62k 108.31
2020-12-31 $6.6M 64k 103.76
2020-09-30 $3.5M 41k 86.06
2020-06-30 $7.1M 91k 77.94
2020-03-31 $5.7M 94k 60.48
2019-12-31 $7.4M 96k 77.26