TCFG WEALTH MANAGEMENT, LLC
Position in FAB — First Trust Multi Cap Value AlphaDEX Fund
CIK 1548059
LAGUNA NIGUEL, CA
All Filings in FAB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $340,569 | 3,602 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $321,118 | 3,602 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $314,310 | 3,602 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $300,780 | 3,701 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $294,266 | 3,701 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $305,258 | 3,701 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $315,739 | 3,737 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||