Institutional Ownership First Tr Multi Cap Value Alpha (FAB)
This table provides information about the institutional ownership of First Tr Multi Cap Value Alpha (FAB). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 1.04 Million shares, which have been reported (via 13F filing form) to have a value of $81.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
470
shares
|
$36,815
0.0% of portfolio
|
Q1 2022
Reduced 16.96%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
275
shares
|
$21,540
0.0% of portfolio
|
Q4 2023
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
246
shares
|
$19,269
0.0% of portfolio
|
Q3 2023
Added 80.88%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
235
shares
|
$18,407
0.0% of portfolio
|
Q4 2023
Reduced 36.83%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
175
shares
|
$13,707
0.0% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
163
shares
|
$12,767
0.0% of portfolio
|
Q3 2022
Reduced 28.19%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$7,833
0.0% of portfolio
|
Q3 2022
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
80
shares
|
$6,266
0.0% of portfolio
|
Q1 2024
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
76
shares
|
$5,953
0.0% of portfolio
|
Q1 2024
Added 1.33%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
65
shares
|
$5,091
0.0% of portfolio
|
Q3 2022
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
58
shares
|
$4,543
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
42
shares
|
$3,289
0.0% of portfolio
|
Q4 2021
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
28
shares
|
$2,193
0.0% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
16
shares
|
$1,253
0.0% of portfolio
|
Q2 2022
Reduced 93.98%
|