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 77 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
1,875
shares
|
$242,156
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,638
shares
|
$211,547
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
1,633
shares
|
$210,901
0.0% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,619
shares
|
$209,093
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,606
shares
|
$207,414
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,510
shares
|
$195,016
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
1,500
shares
|
$193,725
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,263
shares
|
$163,116
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
750
shares
|
$96,862
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
507
shares
|
$65,479
0.0% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
406
shares
|
$52,434
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
372
shares
|
$48,043
0.0% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
291
shares
|
$37,582
0.01% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
250
shares
|
$32,287
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
211
shares
|
$27,250
0.0% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
205
shares
|
$26,475
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
90
shares
|
$11,623
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
84
shares
|
$10,848
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
59
shares
|
$7,619
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$6,457
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$6,457
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
25
shares
|
$3,228
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16
shares
|
$2,066
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
14
shares
|
$1,808
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$387
0.05% of portfolio
|
Q4 2024
Reduced 99.93%
|