Ibex Wealth Advisors First Tr Multi Cap Growth Alph Call Options Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding FAD

# of Institutions

86

Shares Held

1.42M

Call Options Held

0

Put Options Held

0

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

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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