A detailed history of Creative Planning transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Creative Planning holds 56,162 shares of FAD stock, worth $7.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
56,162
Previous 4,039 1290.49%
Holding current value
$7.27 Million
Previous $558,000 1201.97%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TR MULTI CAP GROWTH ALPH


  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.