Creative Planning
Position in FAD — First Trust Multi Cap Growth AlphaDEX Fund
CIK 1540235
OVERLAND PARK, KS
All Filings in FAD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FAD | $3,869,860 | 24,351 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 FAD | $4,107,105 | 25,376 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 FAD | $4,082,465 | 25,428 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 FAD | $4,085,266 | 27,825 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 FAD | $7,265,677 | 56,162 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 FAD | $558,230 | 4,039 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||