Latest Institutional Transactions on First Tr Multi Cap Growth Alph (FAD)
This table provides information on the latest institutional transactions involving First Tr Multi Cap Growth Alph (FAD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-254- 2.31% |
$33.5K - $38.2K
|
10.7K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.76K+ 33.28% |
$232K - $265K
|
7.05K
$988K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-619- 2.12% |
$81.6K - $93K
|
28.6K
$4.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
233+ 1.6% |
$30.7K - $35K
|
14.8K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104+ 0.72% |
$13.7K - $15.6K
|
14.6K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.24K- 8.48% |
$295K - $337K
|
24.2K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04KNew |
$532K - $607K
|
4.04K
$566K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.86K- 3.84% |
$508K - $580K
|
96.5K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-475- 18.55% |
$62.6K - $71.4K
|
2.09K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$1.85K - $2.1K
|
14
$1.96K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.1KNew |
$277K - $315K
|
2.1K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-121- 19.27% |
$15.9K - $18.2K
|
507
$71.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$132 - $150
|
1
$140
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-486- 4.36% |
$64K - $73K
|
10.7K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.4K+ 20.85% |
$185K - $211K
|
8.13K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
117+ 7.79% |
$15.4K - $17.6K
|
1.62K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
294+ 1.16% |
$38.7K - $44.2K
|
25.7K
$3.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.04K+ 7.28% |
$796K - $908K
|
89K
$12.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.64KNew |
$216K - $246K
|
1.64K
$230K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.93K- 8.97% |
$649K - $741K
|
50K
$7.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51- 3.88% |
$6.72K - $7.67K
|
1.26K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
63+ 0.57% |
$8.3K - $9.47K
|
11.1K
$1.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 1.6% |
$135K - $154K
|
63K
$8.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
170+ 9.01% |
$22.4K - $25.6K
|
2.06K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.88KNew |
$247K - $282K
|
1.88K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-370- 11.79% |
$48.8K - $55.6K
|
2.77K
$388K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
81.8KNew |
$10.8M - $12.3M
|
81.8K
$11.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
205New |
$27K - $30.8K
|
205
$28.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.14K+ 175.59% |
$283K - $322K
|
3.37K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-221- 5.41% |
$29.1K - $33.2K
|
3.87K
$542K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
78+ 3.85% |
$10.3K - $11.7K
|
2.1K
$295K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 0.57% |
$5.27K - $6.01K
|
6.96K
$975K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-299- 6.78% |
$39.4K - $44.9K
|
4.11K
$577K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
661+ 1.73% |
$87.1K - $99.3K
|
38.9K
$5.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12+ 0.23% |
$1.58K - $1.8K
|
5.32K
$745K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-184- 1.1% |
$24.2K - $27.7K
|
16.5K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 71.43% |
$4.61K - $5.26K
|
84
$11.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.05K- 37.05% |
$401K - $458K
|
5.18K
$726K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.7KNew |
$4.58M - $5.22M
|
34.7K
$4.87M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 7.23% |
$3.82K - $4.36K
|
372
$52.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
778+ 7.53% |
$103K - $117K
|
11.1K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.2K- 99.93% |
$553K - $631K
|
3
$421
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
302+ 12.62% |
$39.8K - $45.4K
|
2.7K
$378K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
988+ 7.77% |
$130K - $148K
|
13.7K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-768- 12.74% |
$101K - $115K
|
5.26K
$738K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.92% |
$2.5K - $2.86K
|
2.08K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
343+ 1.57% |
$45.2K - $51.6K
|
22.2K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
31+ 0.79% |
$4.09K - $4.66K
|
3.94K
$553K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 20.49% |
$9.88K - $11.3K
|
291
$40.8K
|