Latest Institutional Purchases of First Tr Multi Cap Growth Alph (FAD)
This list provides information on the latest institutional transactions involving First Tr Multi Cap Growth Alph (FAD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
343+ 1.57% |
$45.2K - $51.6K
|
22.2K
$3.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
31+ 0.79% |
$4.09K - $4.66K
|
3.94K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.92% |
$2.5K - $2.86K
|
2.08K
$298K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5K+ 298.11% |
$2.78M - $3.14M
|
31.4K
$4.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.4KNew |
$1.69M - $1.92M
|
14.4K
$2.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.17K+ 32.04% |
$729K - $825K
|
25.4K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.3KNew |
$626K - $709K
|
5.3K
$761K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.41KNew |
$521K - $589K
|
4.41K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.09KNew |
$482K - $546K
|
4.09K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.09KNew |
$482K - $546K
|
4.09K
$586K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.33K+ 3.43% |
$393K - $445K
|
100K
$14.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.01K+ 26.19% |
$355K - $402K
|
14.5K
$2.08M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.72KNew |
$203K - $230K
|
1.72K
$247K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.61KNew |
$190K - $215K
|
1.61K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$178K - $202K
|
1.51K
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$177K - $200K
|
1.5K
$215K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.22KNew |
$144K - $163K
|
1.22K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 3.18% |
$139K - $158K
|
38.3K
$5.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$135K - $153K
|
1.14K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
732+ 12.21% |
$86.4K - $97.8K
|
6.73K
$965K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
656+ 4.09% |
$77.4K - $87.6K
|
16.7K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 5.12% |
$73.1K - $82.7K
|
12.7K
$1.82M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
594+ 1747.06% |
$70.1K - $79.4K
|
628
$90.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
365+ 0.44% |
$43.1K - $48.8K
|
82.9K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
304+ 2.13% |
$35.9K - $40.6K
|
14.6K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
298+ 2.75% |
$35.2K - $39.8K
|
11.1K
$1.6M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145+ 7.55% |
$17.1K - $19.4K
|
2.07K
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
121+ 5.05% |
$14.3K - $16.2K
|
2.52K
$361K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
119+ 1.09% |
$14K - $15.9K
|
11K
$1.58M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
33+ 1.4% |
$3.9K - $4.41K
|
2.39K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24+ 1.86% |
$2.83K - $3.21K
|
1.31K
$189K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13+ 0.25% |
$1.53K - $1.74K
|
5.29K
$759K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.15% |
$354 - $401
|
2.03K
$291K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.53K+ 47.66% |
$749K - $815K
|
20.2K
$2.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.73KNew |
$313K - $340K
|
2.73K
$392K
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
605New |
$69.3K - $75.5K
|
605
$86.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$28.7K - $31.2K
|
250
$35.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
50New |
$5.73K - $6.24K
|
50
$7.18K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
826+ 37.63% |
$89.7K - $103K
|
3.02K
$434K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90New |
$9.77K - $11.2K
|
90
$12.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.72% |
$109 - $125
|
59
$8.47K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
750New |
$69.7K - $85.1K
|
750
$108K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$13.9K - $17K
|
150
$21.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.6KNew |
$551K - $614K
|
5.6K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.39K+ 2.87% |
$137K - $152K
|
49.7K
$7.14M
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.01KNew |
$191K - $212K
|
2.01K
$288K
|
|
| Q4 2022 | |||||||
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$5.13M
|
|