Institutional Ownership First Tr Multi Cap Growth Alph (FAD)
This table provides information about the institutional ownership of First Tr Multi Cap Growth Alph (FAD). We have compiled data on the 79 institutions that hold shares in the stock, with a total of 1.14 Million shares, which have been reported (via 13F filing form) to have a value of $147 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
110,986
shares
|
$15.5 Million
0.01% of portfolio
|
Q1 2025
Added 24.76%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
96,947
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,121
shares
|
$11.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
82,800
shares
|
$11.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
61,677
shares
|
$8.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
56,162
shares
|
$7.87 Million
0.01% of portfolio
|
Q1 2025
Added 1290.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
50,000
shares
|
$7 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
46,149
shares
|
$6.47 Million
3.67% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
45,917
shares
|
$6.43 Million
0.01% of portfolio
|
Q1 2025
Added 17.91%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
35,744
shares
|
$5.01 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
35,744
shares
|
$5.01 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
33,210
shares
|
$4.65 Million
1.33% of portfolio
|
Q1 2025
Added 199.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
28,682
shares
|
$4.02 Million
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
26,846
shares
|
$3.76 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
25,122
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2025
Added 3.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
24,090
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.36%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
22,954
shares
|
$3.22 Million
1.4% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
17,768
shares
|
$2.49 Million
0.13% of portfolio
|
Q1 2025
Added 984.74%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
15,742
shares
|
$2.21 Million
0.07% of portfolio
|
Q1 2025
Reduced 19.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,602
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
15,060
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,419
shares
|
$2.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
14,160
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Added 320.8%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,924
shares
|
$1.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.58%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
12,586
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Added 677.39%
|