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First Trust Mult Cap Grwth Alp Fnd shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in First Trust Mult Cap Grwth Alp Fnd

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All positions including First Trust Mult Cap Grwth Alp Fnd held by WCG Wealth 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 WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 14k 160.55
2025-06-30 $2.0M 14k 146.82

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View all positions for WCG Wealth Advisors

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Morgan Stanley
Wells Fargo & Company
LPL Financial
Raymond James Financial
Commonwealth Equity Services
Branch Banking & Trust Company
Goldman Sachs Group
Advisor Group Holdings
Plotkin Financial Advisors
Susquehanna International
RPg Family Wealth Advisory
Royal Bank of Canada
Synergy Investment Management
Creative Planning
Wealth Management Partners

View all funds holding First Trust Mult Cap Grwth Alp Fnd