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 70 institutions that hold shares in the stock, with a total of 1.23 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
297,126
shares
|
$42.9 Million
0.01% of portfolio
|
Q3 2024
Added 13486.01%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
100,398
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,121
shares
|
$12 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
82,922
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
63,986
shares
|
$9.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
54,927
shares
|
$7.93 Million
0.0% of portfolio
|
Q4 2022
Reduced 26.59%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
46,222
shares
|
$6.67 Million
3.7% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
38,281
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
35,744
shares
|
$5.16 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
35,744
shares
|
$5.16 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
31,407
shares
|
$4.53 Million
0.0% of portfolio
|
Q3 2024
Added 298.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
29,254
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
26,846
shares
|
$3.87 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
26,416
shares
|
$3.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
25,433
shares
|
$3.67 Million
0.0% of portfolio
|
Q3 2024
Added 32.04%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
21,857
shares
|
$3.15 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
16,677
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,602
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
14,570
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
14,488
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 26.19%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
14,357
shares
|
$2.07 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
12,714
shares
|
$1.84 Million
0.07% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,147
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 13, 2024 Q3 2024 |
11,037
shares
|
$1.59 Million
0.52% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
10,986
shares
|
$1.59 Million
0.73% of portfolio
|
Q3 2024
Reduced 5.7%
|