Strategic Financial Concepts, LLC First Tr Multi Cap Growth Alph Transaction History

Strategic Financial Concepts, LLC

$711 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 27, 2025	BUY	$131.79 - $150.3 $4.58 Million - $5.22 Million	34,749 New	34,749 $61.9 Million

Others Institutions Holding FAD

# of Institutions

88

Shares Held

1.41M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

202K
Shares

$31.1 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

135K
Shares

$20.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

124K
Shares

$19 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$15.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$12.8 Million
0.02% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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