Institutional Ownership First Tr Multi Cap Value Alpha (FAB)
This table provides information about the institutional ownership of First Tr Multi Cap Value Alpha (FAB). We have compiled data on the 69 institutions that hold shares in the stock, with a total of 794,890 shares, which have been reported (via 13F filing form) to have a value of $60.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
997
shares
|
$75,343
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
697
shares
|
$52,672
0.0% of portfolio
|
Q1 2023
Reduced 59.5%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
684
shares
|
$51,689
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
600
shares
|
$45,341
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
596
shares
|
$45,039
0.0% of portfolio
|
Q2 2024
Reduced 99.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
246
shares
|
$18,590
0.0% of portfolio
|
Q3 2023
Added 80.88%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
234
shares
|
$17,683
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
184
shares
|
$13,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
175
shares
|
$13,224
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
163
shares
|
$12,317
0.0% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
135
shares
|
$10,201
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$7,556
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
98
shares
|
$7,405
0.0% of portfolio
|
Q2 2024
Reduced 79.15%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
70
shares
|
$5,289
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
65
shares
|
$4,912
0.0% of portfolio
|
Q1 2025
Reduced 97.43%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
43
shares
|
$3,249
0.0% of portfolio
|
Q3 2024
Reduced 33.85%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
42
shares
|
$3,173
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
27
shares
|
$2,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
20
shares
|
$1,511
0.0% of portfolio
|
Q1 2025
New holding
|