INDEPENDENT FINANCIAL GROUP, LLC
Position in FAD — First Trust Multi Cap Growth AlphaDEX Fund
CIK 275484
SAN DIEGO, CA
All Filings in FAD
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 FAD | $789,991 | 4,971 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 FAD | $872,371 | 5,390 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 FAD | $716,855 | 4,465 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 FAD | $491,406 | 3,347 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 FAD | $433,001 | 3,347 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||