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 86 institutions that hold shares in the stock, with a total of 1.41 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
2,401
shares
|
$393,619
0.07% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,362
shares
|
$387,226
0.0% of portfolio
|
Q2 2025
Reduced 20.34%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
2,171
shares
|
$355,913
0.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,146
shares
|
$351,815
0.0% of portfolio
|
Q2 2025
Reduced 17.11%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$341,978
0.08% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
2,055
shares
|
$336,896
0.01% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,008
shares
|
$329,191
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
1,962
shares
|
$321,650
0.0% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
1,776
shares
|
$291,157
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,633
shares
|
$267,714
0.0% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
1 St Source Bank
|
Aug 07, 2025 Q2 2025 |
1,606
shares
|
$263,287
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
1,510
shares
|
$247,549
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,391
shares
|
$228,040
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,372
shares
|
$224,925
0.0% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,309
shares
|
$214,597
0.0% of portfolio
|
Q3 2025
Added 557.79%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,089
shares
|
$178,530
0.03% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
897
shares
|
$147,054
0.0% of portfolio
|
Q3 2025
Reduced 55.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
750
shares
|
$122,955
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
725
shares
|
$118,856
0.01% of portfolio
|
Q2 2025
Reduced 51.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
405
shares
|
$66,395
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
265
shares
|
$43,444
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
250
shares
|
$40,985
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
243
shares
|
$39,837
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
211
shares
|
$34,591
0.0% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
126
shares
|
$20,656
0.0% of portfolio
|
Q2 2025
Added 404.0%
|