Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.18K- 50.0% |
$650K - $764K
|
5.18K
$725K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.89K- 19.79% |
$488K - $574K
|
15.7K
$2.21M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.74K- 25.67% |
$344K - $404K
|
7.92K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.57K- 15.58% |
$323K - $379K
|
13.9K
$1.95M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.64K- 6.36% |
$206K - $242K
|
24.1K
$3.37M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.28K- 2.04% |
$161K - $190K
|
61.7K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-353- 69.63% |
$44.3K - $52.1K
|
154
$21.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-273- 10.13% |
$34.3K - $40.3K
|
2.42K
$339K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-173- 1.19% |
$21.7K - $25.5K
|
14.4K
$2.02M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-160- 1.49% |
$20.1K - $23.6K
|
10.6K
$1.48M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-86- 4.09% |
$10.8K - $12.7K
|
2.02K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-81- 3.52% |
$10.2K - $12K
|
2.22K
$311K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.96% |
$2.51K - $2.95K
|
2.06K
$288K
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8- 0.21% |
$1K - $1.18K
|
3.86K
$540K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-4- 28.57% |
$502 - $591
|
10
$1.4K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$126 - $148
|
405
$56.7K
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.93K- 8.97% |
$649K - $741K
|
50K
$7M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-768- 12.74% |
$101K - $115K
|
5.26K
$737K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-475- 18.55% |
$62.6K - $71.4K
|
2.09K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-299- 6.78% |
$39.4K - $44.9K
|
4.11K
$576K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 20.49% |
$9.88K - $11.3K
|
291
$40.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51- 3.88% |
$6.72K - $7.67K
|
1.26K
$177K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 0.57% |
$5.27K - $6.01K
|
6.96K
$974K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 7.23% |
$3.82K - $4.36K
|
372
$52.1K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-50.3K- 37.68% |
$5.93M - $6.72M
|
83.1K
$11.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-375- 18.68% |
$44.3K - $50.1K
|
1.63K
$229K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-326- 1.2% |
$38.5K - $43.6K
|
26.8K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159- 1.01% |
$18.8K - $21.2K
|
15.6K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 66.67% |
$5.9K - $6.68K
|
25
$3.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 17.25% |
$5.19K - $5.88K
|
211
$29.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 5.88% |
$118 - $134
|
16
$2.24K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 12.41% |
$155K - $168K
|
9.52K
$1.33M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-853- 27.14% |
$92.6K - $106K
|
2.29K
$321K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-864- 4.39% |
$80.3K - $98K
|
18.8K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-124- 2.98% |
$11.5K - $14.1K
|
4.03K
$565K
|
|
| Q2 2023 | |||||||
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-539- 17.19% |
$51.3K - $56.9K
|
2.6K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-121- 1.26% |
$11.5K - $12.8K
|
9.51K
$1.33M
|
|
| Q4 2022 | |||||||
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.79KClosed |
$432K - $488K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.79KClosed |
$427K - $510K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-86Closed |
$7.67K - $9.16K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-12KClosed |
$1.07M - $1.36M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-6.02KClosed |
$537K - $681K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3.93K- 95.27% |
$351K - $445K
|
195
$27.3K
|
|
|
Aug 17, 2022
Q2 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-2.38KClosed |
$212K - $269K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-70Closed |
$6.25K - $7.93K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.84KClosed |
$189K - $229K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-266Closed |
$27.3K - $33.1K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-238Closed |
$24.5K - $29.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-40Closed |
$4.67K - $5.26K
|
0
$0
|
|