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First Trust Mult Cap Grwth Alp Fnd shares owned by TrueWealth Advisors

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

Historical chart of TrueWealth 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 TrueWealth 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 TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $751k 4.7k 158.92

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Dbx Etf Tr Xtrack Msci Eafe (DBEF)
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View all positions for TrueWealth Advisors

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Raymond James Financial
Wells Fargo & Company
LPL Financial
Commonwealth Equity Services
Keystone Wealth Services
Goldman Sachs Group
Branch Banking & Trust Company
Advisor Group Holdings
Plotkin Financial Advisors
RPg Family Wealth Advisory
Synergy Investment Management
Creative Planning
Wedbush Morgan Securities
Wealth Management Partners
Geneos Wealth Management

View all funds holding First Trust Mult Cap Grwth Alp Fnd