Icon Wealth Partners, LLC First Tr Multi Cap Growth Alph Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Aug 13, 2019	SELL	$69.42 - $75.4 $485 - $527	-7 Closed	0 $0
Q1 2019 May 09, 2019	BUY	$59.21 - $72.29 $414 - $506	7 New	7 $1,000

Others Institutions Holding FAD

# of Institutions

70

Shares Held

1.23M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

297K
Shares

$41.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

100K
Shares

$13.9 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$11.5 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

82.9K
Shares

$11.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

64K
Shares

$8.86 Million
0.01% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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