WILLNER & HELLER, LLC
Position in FAD — First Trust Multi Cap Growth AlphaDEX Fund
CIK 1927796
ENCINO, CA
All Filings in FAD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FAD | $1,036,635 | 6,523 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 FAD | $975,469 | 6,027 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 FAD | $816,717 | 5,087 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 FAD | $744,524 | 5,071 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 FAD | $618,776 | 4,783 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 FAD | $545,100 | 3,944 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 FAD | $522,776 | 3,913 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 FAD | $462,931 | 3,760 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 FAD | $503,343 | 4,040 | Shares | Sole | 2024-07-19 | |
| 2023-12-31 FAD | $452,744 | 4,033 | Shares | Sole | 2024-03-06 | |
| 2022-12-31 FAD | $292,804 | 3,088 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||