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 |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.82K+ 30.62% |
$553K - $708K
|
20.6K
$3.16M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 108.81% |
$12.1M - $15.5M
|
202K
$31.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
698+ 6.92% |
$80K - $102K
|
10.8K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-914- 6.07% |
$105K - $134K
|
14.1K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-120- 77.92% |
$13.8K - $17.6K
|
34
$5.23K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99.7K+ 414.06% |
$11.4M - $14.6M
|
124K
$19M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5KNew |
$631K - $808K
|
5.5K
$846K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 1272.61% |
$3.22M - $4.13M
|
30.3K
$4.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.38KNew |
$732K - $937K
|
6.38K
$982K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.87K+ 3.74% |
$214K - $275K
|
51.9K
$7.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.04K+ 10.59% |
$348K - $446K
|
31.7K
$4.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.78KNew |
$204K - $261K
|
1.78K
$273K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.79K+ 159.24% |
$435K - $557K
|
6.18K
$950K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.8K+ 62.5% |
$5.93M - $7.6M
|
135K
$20.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.58KNew |
$296K - $379K
|
2.58K
$397K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41+ 0.16% |
$4.7K - $6.02K
|
25.2K
$3.87M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.39KNew |
$160K - $204K
|
1.39K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
104New |
$11.9K - $15.3K
|
104
$16K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 20.0% |
$229 - $294
|
8
$1.23K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109+ 8.63% |
$12.5K - $16K
|
1.37K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.52K+ 29.22% |
$289K - $370K
|
11.1K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-322- 10.99% |
$36.9K - $47.3K
|
2.61K
$401K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.7KNew |
$1.57M - $2.01M
|
13.7K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-184- 1.28% |
$21.1K - $27K
|
14.2K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2+ 0.04% |
$229 - $294
|
5.32K
$818K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-21- 0.87% |
$2.41K - $3.08K
|
2.4K
$369K
|
|
|
Aug 13, 2025
Q2 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-687- 2.07% |
$78.8K - $101K
|
32.5K
$5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
243New |
$27.9K - $35.7K
|
243
$37.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.14K- 8.23% |
$1.05M - $1.34M
|
102K
$15.7M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-15.1K- 85.24% |
$1.74M - $2.22M
|
2.62K
$403K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101+ 404.0% |
$11.6K - $14.8K
|
126
$19.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
72+ 0.52% |
$8.26K - $10.6K
|
14K
$2.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-54- 4.72% |
$6.19K - $7.93K
|
1.09K
$167K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-28.3K- 50.46% |
$3.25M - $4.16M
|
27.8K
$4.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-547- 1.19% |
$62.7K - $80.3K
|
45.6K
$7.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
848+ 10.7% |
$97.2K - $125K
|
8.77K
$1.35M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-603- 20.34% |
$69.1K - $88.5K
|
2.36K
$363K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
127+ 6.59% |
$14.6K - $18.6K
|
2.06K
$316K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
265New |
$30.4K - $38.9K
|
265
$40.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-7- 0.14% |
$803 - $1.03K
|
5.17K
$795K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.5K+ 5.68% |
$402K - $514K
|
65.2K
$10M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.17K+ 17.23% |
$249K - $318K
|
14.8K
$2.27M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37- 0.37% |
$4.24K - $5.43K
|
9.96K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 0.22% |
$1.72K - $2.2K
|
6.94K
$1.07M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
92New |
$10.5K - $13.5K
|
92
$14.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$173K - $222K
|
1.51K
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-775- 51.67% |
$88.9K - $114K
|
725
$111K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
288+ 6.02% |
$33K - $42.3K
|
5.07K
$780K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
13+ 0.6% |
$1.49K - $1.91K
|
2.17K
$334K
|