Purchases and Sales Made in Q1 2025 in First Tr Multi Cap Growth Alph (FAD)
This table provides information about the institutional ownership of First Tr Multi Cap Growth Alph (FAD) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR MULTI CAP GROWTH ALPH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.1K+ 1290.49% |
$6.54M - $7.7M
|
56.2K
$7.93M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
22.1K+ 199.19% |
$2.78M - $3.26M
|
33.2K
$4.69M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 24.76% |
$2.77M - $3.25M
|
111K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.1K+ 984.74% |
$2.03M - $2.38M
|
17.8K
$2.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 677.39% |
$1.38M - $1.62M
|
12.6K
$1.78M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.8K+ 320.8% |
$1.36M - $1.59M
|
14.2K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.98K+ 17.91% |
$876K - $1.03M
|
45.9K
$6.48M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.93K+ 43.24% |
$744K - $875K
|
19.6K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.18K+ 100.0% |
$650K - $764K
|
10.4K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.02K+ 133966.67% |
$505K - $593K
|
4.02K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.98KNew |
$374K - $439K
|
2.98K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.95K+ 41.78% |
$370K - $435K
|
9.99K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.21KNew |
$277K - $326K
|
2.21K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.16KNew |
$271K - $319K
|
2.16K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 24.17% |
$247K - $290K
|
10.1K
$1.42M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.92K+ 1064.44% |
$241K - $283K
|
2.1K
$296K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$144K - $169K
|
1.14K
$161K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
974+ 1.19% |
$122K - $144K
|
82.8K
$11.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
945+ 3.91% |
$119K - $140K
|
25.1K
$3.55M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
866+ 41.26% |
$109K - $128K
|
2.97K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
839+ 21.27% |
$105K - $124K
|
4.78K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
754+ 3.4% |
$94.7K - $111K
|
23K
$3.24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
406+ 0.42% |
$51K - $59.9K
|
96.9K
$13.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
325+ 15.8% |
$40.8K - $48K
|
2.38K
$336K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
316New |
$39.7K - $46.7K
|
316
$44.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
257+ 1.74% |
$32.3K - $37.9K
|
15.1K
$2.13M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
224+ 0.49% |
$28.1K - $33.1K
|
46.1K
$6.52M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
199New |
$25K - $29.4K
|
199
$28.1K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
181+ 1.63% |
$22.7K - $26.7K
|
11.3K
$1.59M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
180New |
$22.6K - $26.6K
|
180
$25.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 6.9% |
$21K - $24.7K
|
2.59K
$366K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162+ 5.85% |
$20.3K - $23.9K
|
2.93K
$414K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
159+ 77.56% |
$20K - $23.5K
|
364
$51.4K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
53+ 2.83% |
$6.65K - $7.83K
|
1.93K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47+ 0.16% |
$5.9K - $6.94K
|
28.7K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$126 - $148
|
405
$57.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 28.57% |
$502 - $591
|
10
$1.41K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8- 0.21% |
$1K - $1.18K
|
3.86K
$545K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.96% |
$2.51K - $2.95K
|
2.06K
$290K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-81- 3.52% |
$10.2K - $12K
|
2.22K
$313K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-82- 1.56% |
$10.3K - $12.1K
|
5.18K
$731K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-86- 4.09% |
$10.8K - $12.7K
|
2.02K
$285K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-160- 1.49% |
$20.1K - $23.6K
|
10.6K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-173- 1.19% |
$21.7K - $25.5K
|
14.4K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-273- 10.13% |
$34.3K - $40.3K
|
2.42K
$342K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-353- 69.63% |
$44.3K - $52.1K
|
154
$21.7K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 2.04% |
$161K - $190K
|
61.7K
$8.71M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.64K- 6.36% |
$206K - $242K
|
24.1K
$3.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57K- 15.58% |
$323K - $379K
|
13.9K
$1.97M
|