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 |
---|---|---|---|---|---|---|---|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.4KNew |
$1.69M - $1.92M
|
14.4K
$1.97M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$178K - $202K
|
1.51K
$208K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$135K - $153K
|
1.14K
$157K
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
153+ 4.07% |
$18.1K - $20.4K
|
3.91K
$538K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
121+ 5.05% |
$14.3K - $16.2K
|
2.52K
$346K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 20.39% |
$7.32K - $8.28K
|
366
$50.3K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.15% |
$354 - $401
|
2.03K
$278K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 38.16% |
$3.07M - $3.34M
|
97.1K
$13.3M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.53K+ 47.66% |
$749K - $815K
|
20.2K
$2.78M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.14K+ 102.97% |
$703K - $765K
|
12.1K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.03K+ 14.96% |
$576K - $627K
|
38.6K
$5.31M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.29K+ 20.61% |
$377K - $411K
|
19.3K
$2.65M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.73KNew |
$313K - $340K
|
2.73K
$375K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01KNew |
$230K - $250K
|
2.01K
$276K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.91K+ 2.36% |
$218K - $238K
|
82.6K
$11.3M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65KNew |
$189K - $206K
|
1.65K
$227K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48K+ 5.27% |
$170K - $184K
|
29.5K
$4.06M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
628+ 4.6% |
$72K - $78.3K
|
14.3K
$1.96M
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
605New |
$69.3K - $75.5K
|
605
$83.1K
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
498+ 4.78% |
$57.1K - $62.1K
|
10.9K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
466+ 8.43% |
$53.4K - $58.1K
|
5.99K
$824K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
342+ 3.25% |
$39.2K - $42.7K
|
10.8K
$1.49M
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$28.7K - $31.2K
|
250
$34.4K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156+ 7.21% |
$17.9K - $19.5K
|
2.32K
$319K
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
114+ 5.08% |
$13.1K - $14.2K
|
2.36K
$324K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52+ 4.2% |
$5.96K - $6.49K
|
1.29K
$177K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
50New |
$5.73K - $6.24K
|
50
$6.87K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15+ 0.79% |
$1.72K - $1.87K
|
1.92K
$264K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
826+ 37.63% |
$89.7K - $103K
|
3.02K
$415K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
447+ 20.06% |
$48.5K - $55.7K
|
2.68K
$368K
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90New |
$9.77K - $11.2K
|
90
$12.4K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.72% |
$109 - $125
|
59
$8.11K
|
|
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
$103K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$13.9K - $17K
|
150
$20.6K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75New |
$6.97K - $8.51K
|
75
$10.3K
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$92.9 - $113
|
4.05K
$556K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.6KNew |
$551K - $614K
|
5.6K
$770K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.11KNew |
$207K - $231K
|
2.11K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.39K+ 2.87% |
$137K - $152K
|
49.7K
$6.84M
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.01KNew |
$191K - $212K
|
2.01K
$276K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$4.91M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$4.91M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.9KNew |
$712K - $805K
|
7.9K
$1.09M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.3KNew |
$478K - $540K
|
5.3K
$728K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$18K - $20.4K
|
200
$27.5K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 0.35% |
$1.53K - $1.73K
|
4.94K
$678K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$90.1 - $102
|
1
$137
|
|
Q3 2022 | |||||||
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50New |
$4.46K - $5.33K
|
50
$6.87K
|