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 |
|---|---|---|---|---|---|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,362
shares
|
$363,228
0.0% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
2,171
shares
|
$333,856
0.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,146
shares
|
$330,011
0.0% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$320,785
0.08% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,055
shares
|
$316,017
0.01% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,017
shares
|
$310,174
0.0% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,008
shares
|
$308,790
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,962
shares
|
$301,716
0.0% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,633
shares
|
$251,122
0.0% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,606
shares
|
$246,970
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,510
shares
|
$232,207
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,391
shares
|
$213,907
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,372
shares
|
$210,986
0.0% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,089
shares
|
$167,466
0.03% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
750
shares
|
$115,335
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
725
shares
|
$111,490
0.01% of portfolio
|
Q2 2025
Reduced 51.67%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
699
shares
|
$107,492
0.01% of portfolio
|
Q2 2025
Added 140.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
405
shares
|
$62,280
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
316
shares
|
$48,594
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
265
shares
|
$40,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
250
shares
|
$38,445
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
243
shares
|
$37,368
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
211
shares
|
$32,447
0.0% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
199
shares
|
$30,602
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
126
shares
|
$19,376
0.0% of portfolio
|
Q2 2025
Added 404.0%
|