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 62 institutions that hold shares in the stock, with a total of 861,971 shares, which have been reported (via 13F filing form) to have a value of $118 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
7,889
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 31.66%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,016
shares
|
$964,138
0.04% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
Apeiron Ria LLC
|
Jul 16, 2024 Q2 2024 |
6,727
shares
|
$924,424
0.26% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
5,993
shares
|
$823,558
0.0% of portfolio
|
Q2 2024
Added 8.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
5,275
shares
|
$724,890
0.0% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,200
shares
|
$577,164
0.05% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,913
shares
|
$537,724
0.48% of portfolio
|
Q3 2024
Added 4.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
3,509
shares
|
$482,206
0.0% of portfolio
|
Q2 2024
Reduced 43.2%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
2,730
shares
|
$375,156
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
2,675
shares
|
$367,598
0.06% of portfolio
|
Q1 2024
Added 20.06%
|
|
Papp L Roy & Associates
|
Jul 24, 2024 Q2 2024 |
2,596
shares
|
$356,742
0.04% of portfolio
|
Q2 2023
Reduced 17.19%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,518
shares
|
$346,023
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
2,360
shares
|
$324,311
0.09% of portfolio
|
Q2 2024
Added 5.08%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,321
shares
|
$318,951
0.0% of portfolio
|
Q2 2024
Added 7.21%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
2,187
shares
|
$300,537
0.03% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,025
shares
|
$278,275
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
2,008
shares
|
$275,939
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,008
shares
|
$275,939
0.01% of portfolio
|
Q2 2023
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
1,920
shares
|
$263,846
0.0% of portfolio
|
Q2 2024
Added 0.79%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,652
shares
|
$227,017
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
1,510
shares
|
$207,504
0.1% of portfolio
|
Q3 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
1,290
shares
|
$177,271
0.0% of portfolio
|
Q2 2024
Added 4.2%
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,143
shares
|
$157,071
0.02% of portfolio
|
Q3 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
750
shares
|
$103,064
0.02% of portfolio
|
Q4 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
407
shares
|
$55,929
0.0% of portfolio
|
Q2 2024
Reduced 0.25%
|