Allworth Financial LP First Tr Multi Cap Growth Alph Transaction History

Allworth Financial LP

$20.2 Billion
Q2 2025

A detailed history of Allworth Financial LP transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Allworth Financial LP holds 265 shares of FAD stock, worth $43,444. This represents 0.0% of its overall portfolio holdings.

Number of Shares

265

Holding current value

$43,444

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 07, 2025	BUY	$114.67 - $146.82 $30,387 - $38,907	265 New	265 $38,000

Others Institutions Holding FAD

# of Institutions

Shares Held

1.41M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

202K
Shares

$33.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

135K
Shares

$22.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

124K
Shares

$20.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

102K
Shares

$16.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$13.6 Million
0.02% of portfolio

View Full List

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

More about FAD

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