Plante Moran Financial Advisors, LLC First Tr Multi Cap Growth Alph Transaction History

Plante Moran Financial Advisors, LLC

$997 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$89.23 - $113.24 $0 - $0	0 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$102.79 - $124.4 $0 - $0	0 New	0 $0

Others Institutions Holding FAD

# of Institutions

62

Shares Held

862K

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

97.1K
Shares

$13.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$11.4 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

82.6K
Shares

$11.3 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

64K
Shares

$8.79 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

54.9K
Shares

$7.55 Million
0.0% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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