Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
88K+ 160.23% |
$7.85M - $9.97M
|
143K
$19.8M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7K+ 1157.23% |
$2.11M - $2.68M
|
25.7K
$3.57M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 370.2% |
$1.97M - $2.5M
|
28K
$3.89M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.8K+ 26.59% |
$964K - $1.22M
|
51.5K
$7.14M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.1KNew |
$723K - $917K
|
8.1K
$1.12M
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.88K+ 44.24% |
$614K - $779K
|
22.4K
$3.11M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.66K+ 191.08% |
$594K - $754K
|
10.1K
$1.41M
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.53K+ 35.86% |
$404K - $512K
|
17.1K
$2.38M
|
|
Aug 02, 2022
Q2 2022
|
Papp L Roy & Associates
|
BUY
|
- |
3.19KNew |
$284K - $361K
|
3.19K
$442K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2K+ 22.02% |
$178K - $226K
|
11.1K
$1.54M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.31K+ 3.4% |
$117K - $148K
|
39.7K
$5.51M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
899+ 26.54% |
$80.2K - $102K
|
4.29K
$595K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
838+ 3.11% |
$74.8K - $94.9K
|
27.8K
$3.86M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
431+ 7.54% |
$38.5K - $48.8K
|
6.15K
$853K
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
392+ 7.13% |
$35K - $44.4K
|
5.89K
$817K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$22.3K - $28.3K
|
250
$34.7K
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
239+ 1.34% |
$21.3K - $27.1K
|
18.1K
$2.51M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
231+ 2.54% |
$20.6K - $26.2K
|
9.31K
$1.29M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
215New |
$19.2K - $24.3K
|
215
$29.8K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
109+ 3.92% |
$9.73K - $12.3K
|
2.89K
$401K
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
61New |
$5.44K - $6.91K
|
61
$8.47K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18+ 0.37% |
$1.61K - $2.04K
|
4.92K
$683K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
626 Financial, LLC
|
SELL
|
- |
-27- 0.23% |
$2.41K - $3.06K
|
11.6K
$1.61M
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-46- 1.72% |
$4.1K - $5.21K
|
2.62K
$364K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-46Closed |
$4.1K - $5.21K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-70Closed |
$6.25K - $7.93K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-79- 44.13% |
$7.05K - $8.95K
|
100
$13.9K
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-328- 7.55% |
$29.3K - $37.1K
|
4.02K
$557K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-395- 16.16% |
$35.2K - $44.7K
|
2.05K
$284K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-600- 3.75% |
$53.5K - $67.9K
|
15.4K
$2.14M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 5.93% |
$129K - $164K
|
23K
$3.19M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.83K- 20.93% |
$163K - $207K
|
6.91K
$959K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.01KClosed |
$179K - $227K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.15KClosed |
$191K - $243K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.38KClosed |
$212K - $269K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-3.13K- 16.23% |
$279K - $354K
|
16.1K
$2.24M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.66K- 6.64% |
$327K - $415K
|
51.5K
$7.15M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.86K- 7.86% |
$344K - $437K
|
45.2K
$6.28M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.89K- 41.36% |
$347K - $441K
|
5.52K
$766K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.93K- 95.27% |
$351K - $445K
|
195
$27.1K
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5.03K- 8.6% |
$449K - $570K
|
53.5K
$7.42M
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.02KClosed |
$537K - $681K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.94KClosed |
$619K - $786K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.1K- 4.73% |
$633K - $804K
|
143K
$19.8M
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-7.57KClosed |
$676K - $858K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.1KClosed |
$723K - $917K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.68K- 7.25% |
$775K - $983K
|
111K
$15.4M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$1.07M - $1.36M
|
0
$0
|