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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.8K+ 320.8% |
$1.36M - $1.59M
|
14.2K
$1.83M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-173- 1.19% |
$21.7K - $25.5K
|
14.4K
$1.87M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-353- 69.63% |
$44.3K - $52.1K
|
154
$19.9K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
47+ 0.16% |
$5.9K - $6.94K
|
28.7K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
406+ 0.42% |
$51K - $59.9K
|
96.9K
$12.5M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
945+ 3.91% |
$119K - $140K
|
25.1K
$3.25M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
224+ 0.49% |
$28.1K - $33.1K
|
46.1K
$5.97M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
180New |
$22.6K - $26.6K
|
180
$23.3K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
52.1K+ 1290.49% |
$6.54M - $7.7M
|
56.2K
$7.27M
|
|
|
May 14, 2025
Q1 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
22.1K+ 199.19% |
$2.78M - $3.26M
|
33.2K
$4.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
325+ 15.8% |
$40.8K - $48K
|
2.38K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.21KNew |
$277K - $326K
|
2.21K
$286K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.96K+ 24.17% |
$247K - $290K
|
10.1K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
257+ 1.74% |
$32.3K - $37.9K
|
15.1K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
974+ 1.19% |
$122K - $144K
|
82.8K
$10.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.64K- 6.36% |
$206K - $242K
|
24.1K
$3.12M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 28.57% |
$502 - $591
|
10
$1.29K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$126 - $148
|
405
$52.4K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162+ 5.85% |
$20.3K - $23.9K
|
2.93K
$379K
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
2.16KNew |
$271K - $319K
|
2.16K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.1K+ 984.74% |
$2.03M - $2.38M
|
17.8K
$2.3M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 2.04% |
$161K - $190K
|
61.7K
$7.98M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-160- 1.49% |
$20.1K - $23.6K
|
10.6K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22K+ 24.76% |
$2.77M - $3.25M
|
111K
$14.4M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
316New |
$39.7K - $46.7K
|
316
$40.9K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
5.93K+ 43.24% |
$744K - $875K
|
19.6K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.74K- 25.67% |
$344K - $404K
|
7.92K
$1.03M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8- 0.21% |
$1K - $1.18K
|
3.86K
$499K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
53+ 2.83% |
$6.65K - $7.83K
|
1.93K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57K- 15.58% |
$323K - $379K
|
13.9K
$1.8M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
839+ 21.27% |
$105K - $124K
|
4.78K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
181+ 1.63% |
$22.7K - $26.7K
|
11.3K
$1.46M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-86- 4.09% |
$10.8K - $12.7K
|
2.02K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-273- 10.13% |
$34.3K - $40.3K
|
2.42K
$313K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
159+ 77.56% |
$20K - $23.5K
|
364
$47.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 677.39% |
$1.38M - $1.62M
|
12.6K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.98K+ 17.91% |
$876K - $1.03M
|
45.9K
$5.94M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
866+ 41.26% |
$109K - $128K
|
2.97K
$384K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.98KNew |
$374K - $439K
|
2.98K
$385K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.18K- 50.0% |
$650K - $764K
|
5.18K
$670K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-81- 3.52% |
$10.2K - $12K
|
2.22K
$287K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.95K+ 41.78% |
$370K - $435K
|
9.99K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.96% |
$2.51K - $2.95K
|
2.06K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 6.9% |
$21K - $24.7K
|
2.59K
$335K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
199New |
$25K - $29.4K
|
199
$25.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
754+ 3.4% |
$94.7K - $111K
|
23K
$2.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.02K+ 133966.67% |
$505K - $593K
|
4.02K
$520K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-475- 18.55% |
$62.6K - $71.4K
|
2.09K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$132 - $150
|
1
$129
|
|