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 86 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,135
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,789
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,572
shares
|
$1.73 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
9,993
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,956
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
9,518
shares
|
$1.56 Million
0.69% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,772
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,941
shares
|
$1.14 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,383
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,175
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 159.24%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
5,660
shares
|
$927,900
0.64% of portfolio
|
Q3 2025
Added 50.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$901,670
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
5,318
shares
|
$871,832
0.37% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,219
shares
|
$855,602
0.21% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,176
shares
|
$848,553
0.09% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
5,087
shares
|
$833,962
0.66% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
4,617
shares
|
$756,910
0.0% of portfolio
|
Q2 2025
Added 76.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,113
shares
|
$674,285
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,895
shares
|
$638,546
0.05% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,858
shares
|
$632,480
0.05% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
2,975
shares
|
$487,721
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,623
shares
|
$430,014
0.02% of portfolio
|
Q2 2025
Reduced 85.24%
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
2,596
shares
|
$425,588
0.05% of portfolio
|
Q2 2023
Reduced 17.19%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,580
shares
|
$422,965
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,466
shares
|
$404,276
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|