Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.89K+ 50.09% |
$276K - $307K
|
5.66K
$928K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 557.79% |
$162K - $180K
|
1.31K
$215K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 4.96% |
$149K - $166K
|
21.6K
$3.54M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
705+ 2.94% |
$103K - $115K
|
24.7K
$4.05M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.93% |
$7K - $7.8K
|
5.22K
$856K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.32% |
$2.33K - $2.6K
|
5.09K
$834K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-52- 2.07% |
$7.59K - $8.45K
|
2.47K
$404K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-416- 4.0% |
$60.7K - $67.6K
|
9.99K
$1.64M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.12K- 55.53% |
$163K - $182K
|
897
$147K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.03K- 9.25% |
$879K - $979K
|
59.2K
$9.7M
|