Institutional Ownership First Tr Multi Cap Growth Alph (FAD)
This table provides information about the institutional ownership of First Tr Multi Cap Growth Alph (FAD). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $169 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
101,848
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
96,947
shares
|
$14.9 Million
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,121
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
82,800
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
65,181
shares
|
$10 Million
0.01% of portfolio
|
Q2 2025
Added 5.68%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
50,000
shares
|
$7.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
48,647
shares
|
$7.48 Million
0.01% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
45,602
shares
|
$7.01 Million
3.69% of portfolio
|
Q2 2025
Reduced 1.19%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
35,744
shares
|
$5.5 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
35,744
shares
|
$5.5 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
32,523
shares
|
$5 Million
1.4% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
28,682
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
27,825
shares
|
$4.28 Million
0.0% of portfolio
|
Q2 2025
Reduced 50.46%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
26,846
shares
|
$4.13 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25,122
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
24,090
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
23,992
shares
|
$3.69 Million
1.39% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,742
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,602
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
14,754
shares
|
$2.27 Million
0.0% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,235
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
14,146
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,996
shares
|
$2.15 Million
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
13,668
shares
|
$2.1 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,135
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 29.22%
|