Qtr Family Wealth, LLC First Tr Multi Cap Growth Alph Transaction History

Qtr Family Wealth, LLC

$133 Billion
Q1 2025

A detailed history of Qtr Family Wealth, LLC transactions in First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 2,158 shares of FAD stock, worth $279,158. This represents 0.21% of its overall portfolio holdings.

Number of Shares

2,158

Holding current value

$279,158

% of portfolio

0.21%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$125.55 - $147.66 $270,936 - $318,650	2,158 New	2,158 $279 Million

Others Institutions Holding FAD

# of Institutions

Shares Held

1.05M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

111K
Shares

$14.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

96.5K
Shares

$12.5 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$10.8 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

82.8K
Shares

$10.7 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

61.7K
Shares

$7.98 Million
0.01% of portfolio

View Full List

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
Sector ETFs
Industry ETFs

More about FAD

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Qtr Family Wealth, LLC First Tr Multi Cap Growth Alph Transaction History