Insight Advisors, LLC First Tr Multi Cap Growth Alph Transaction History

Insight Advisors, LLC

$351 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$102.28 - $118.03 $1.64 Million - $1.89 Million	-16,012 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$85.15 - $106.41 $1.36 Million - $1.7 Million	16,012 New	16,012 $1.66 Million

Others Institutions Holding FAD

# of Institutions

60

Shares Held

910K

Call Options Held

0

Put Options Held

0

Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

133K
Shares

$17.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

97.1K
Shares

$12.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

82.6K
Shares

$10.9 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

77.7K
Shares

$10.2 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

54.9K
Shares

$7.24 Million
0.0% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Insight Advisors, LLC with notifications on news.