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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
11,135
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,789
shares
|
$1.66 Million
0.0% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
10,572
shares
|
$1.63 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
10,409
shares
|
$1.6 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
9,956
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
626 Financial, LLC
|
Aug 04, 2025 Q2 2025 |
9,518
shares
|
$1.46 Million
0.69% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
8,772
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Added 10.7%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
6,941
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
6,383
shares
|
$981,577
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
5,500
shares
|
$845,790
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
5,318
shares
|
$817,802
0.37% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
5,176
shares
|
$795,965
0.09% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
5,171
shares
|
$795,196
0.22% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
5,071
shares
|
$779,818
0.65% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,113
shares
|
$632,497
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,895
shares
|
$598,973
0.05% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
3,858
shares
|
$593,283
0.05% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,771
shares
|
$579,904
0.41% of portfolio
|
Q2 2025
Added 79.91%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
2,975
shares
|
$457,495
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
2,623
shares
|
$403,364
0.02% of portfolio
|
Q2 2025
Reduced 85.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
2,609
shares
|
$401,212
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Papp L Roy & Associates
|
Jul 24, 2025 Q2 2025 |
2,596
shares
|
$399,212
0.05% of portfolio
|
Q2 2023
Reduced 17.19%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,518
shares
|
$387,218
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,401
shares
|
$369,225
0.07% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,382
shares
|
$366,303
0.0% of portfolio
|
Q1 2025
Added 15.8%
|