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 62 institutions that hold shares in the stock, with a total of 861,971 shares, which have been reported (via 13F filing form) to have a value of $118 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
401
shares
|
$55,105
0.0% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
366
shares
|
$50,295
0.01% of portfolio
|
Q3 2024
Added 20.39%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
255
shares
|
$35,042
0.0% of portfolio
|
Q2 2024
Reduced 9.25%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
250
shares
|
$34,355
0.0% of portfolio
|
Q2 2024
New holding
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
90
shares
|
$12,367
0.0% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
75
shares
|
$10,306
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
59
shares
|
$8,107
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
50
shares
|
$6,870
0.0% of portfolio
|
Q2 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$6,870
0.0% of portfolio
|
Q3 2022
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
34
shares
|
$4,672
0.0% of portfolio
|
Q1 2024
Reduced 96.77%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
17
shares
|
$2,336
0.0% of portfolio
|
Q2 2024
Reduced 10.53%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|