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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 108.81% |
$12.1M - $15.5M
|
202K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99.7K+ 414.06% |
$11.4M - $14.6M
|
124K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.8K+ 62.5% |
$5.93M - $7.6M
|
135K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 1272.61% |
$3.22M - $4.13M
|
30.3K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.7KNew |
$1.57M - $2.01M
|
13.7K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.38KNew |
$732K - $937K
|
6.38K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5KNew |
$631K - $808K
|
5.5K
$873K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.82K+ 30.62% |
$553K - $708K
|
20.6K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.79K+ 159.24% |
$435K - $557K
|
6.18K
$980K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.5K+ 5.68% |
$402K - $514K
|
65.2K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.04K+ 10.59% |
$348K - $446K
|
31.7K
$5.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.73K+ 5.95% |
$313K - $401K
|
48.6K
$7.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.58KNew |
$296K - $379K
|
2.58K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.52K+ 29.22% |
$289K - $370K
|
11.1K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.17K+ 17.23% |
$249K - $318K
|
14.8K
$2.34M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.01K+ 76.96% |
$230K - $295K
|
4.62K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.87K+ 3.74% |
$214K - $275K
|
51.9K
$8.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.78KNew |
$204K - $261K
|
1.78K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.68K+ 79.91% |
$192K - $246K
|
3.77K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$173K - $222K
|
1.51K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.39KNew |
$160K - $204K
|
1.39K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.04K+ 4.52% |
$119K - $152K
|
24K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
848+ 10.7% |
$97.2K - $125K
|
8.77K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
698+ 6.92% |
$80K - $102K
|
10.8K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
408+ 140.21% |
$46.8K - $59.9K
|
699
$111K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
288+ 6.02% |
$33K - $42.3K
|
5.07K
$805K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
265New |
$30.4K - $38.9K
|
265
$42.1K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
243New |
$27.9K - $35.7K
|
243
$38.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
127+ 6.59% |
$14.6K - $18.6K
|
2.06K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109+ 8.63% |
$12.5K - $16K
|
1.37K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
104New |
$11.9K - $15.3K
|
104
$16.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101+ 404.0% |
$11.6K - $14.8K
|
126
$20K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
92New |
$10.5K - $13.5K
|
92
$14.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
72+ 0.52% |
$8.26K - $10.6K
|
14K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$5.73K - $7.34K
|
50
$7.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41+ 0.16% |
$4.7K - $6.02K
|
25.2K
$3.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
13+ 0.6% |
$1.49K - $1.91K
|
2.17K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2+ 0.04% |
$229 - $294
|
5.32K
$844K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.98KNew |
$374K - $439K
|
2.98K
$472K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
316New |
$39.7K - $46.7K
|
316
$50.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
199New |
$25K - $29.4K
|
199
$31.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
159+ 77.56% |
$20K - $23.5K
|
364
$57.8K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.7KNew |
$4.58M - $5.22M
|
34.7K
$5.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 71.43% |
$4.61K - $5.26K
|
84
$13.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$132 - $150
|
1
$159
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.4KNew |
$1.69M - $1.92M
|
14.4K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.09KNew |
$482K - $546K
|
4.09K
$649K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.72KNew |
$203K - $230K
|
1.72K
$273K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.61KNew |
$190K - $215K
|
1.61K
$255K
|
|