Creative Planning First Tr Multi Cap Growth Alph Transaction History

Creative Planning

  • $129 Billion
  • Q3 2025

A detailed history of Creative Planning transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Creative Planning holds 25,428 shares of FAD stock, worth $3.98 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
25,428
Previous 27,825 8.61%
Holding current value
$3.98 Million
Previous $4.09 Million 0.07%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$145.87 - $162.49 $349,650 - $389,488
-2,397 Reduced 8.61%
25,428 $4.08 Million
Q2 2025

Aug 08, 2025
SELL
$114.67 - $146.82 $3.25 Million - $4.16 Million
-28,337 Reduced 50.46%
27,825 $4.09 Million
Q1 2025

May 15, 2025
BUY
$125.55 - $147.66 $6.54 Million - $7.7 Million
52,123 Added 1290.49%
56,162 $7.27 Million
Q4 2024

Feb 14, 2025
BUY
$131.79 - $150.3 $532,299 - $607,061
4,039 New
4,039 $558,000

Others Institutions Holding FAD

# of Institutions
90
Shares Held
1.62M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

FAD Quotes by TradingView
  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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