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 70 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $171 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
10,327
shares
|
$1.45 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
9,518
shares
|
$1.34 Million
0.72% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,016
shares
|
$985,186
0.04% of portfolio
|
Q2 2024
Reduced 2.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
6,725
shares
|
$944,324
0.0% of portfolio
|
Q3 2024
Added 12.21%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
6,028
shares
|
$846,451
0.23% of portfolio
|
Q3 2024
Reduced 10.39%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
5,304
shares
|
$744,787
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,288
shares
|
$742,540
0.0% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
4,412
shares
|
$619,533
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
4,200
shares
|
$589,764
0.05% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,087
shares
|
$573,896
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,087
shares
|
$573,896
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
3,913
shares
|
$549,463
0.48% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
3,139
shares
|
$440,778
0.0% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
2,596
shares
|
$364,530
0.04% of portfolio
|
Q2 2023
Reduced 17.19%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,561
shares
|
$359,615
0.06% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,518
shares
|
$353,577
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,393
shares
|
$336,025
0.09% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
2,065
shares
|
$289,967
0.0% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
2,057
shares
|
$288,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,025
shares
|
$284,350
0.0% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,008
shares
|
$281,963
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,887
shares
|
$264,972
0.0% of portfolio
|
Q3 2024
Reduced 18.7%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
1,722
shares
|
$241,803
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
1,633
shares
|
$229,305
0.0% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,606
shares
|
$225,514
0.01% of portfolio
|
Q3 2024
New holding
|