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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
1,510
shares
|
$217,938
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,502
shares
|
$216,783
0.0% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
1,500
shares
|
$216,495
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,314
shares
|
$189,649
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,221
shares
|
$176,226
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,143
shares
|
$164,969
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
750
shares
|
$108,247
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
628
shares
|
$90,639
0.0% of portfolio
|
Q3 2024
Added 1747.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
406
shares
|
$58,597
0.0% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
401
shares
|
$57,876
0.0% of portfolio
|
Q4 2023
Reduced 6.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
366
shares
|
$52,824
0.01% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
250
shares
|
$36,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
211
shares
|
$30,453
0.0% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
90
shares
|
$12,989
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
59
shares
|
$8,515
0.0% of portfolio
|
Q1 2024
Added 1.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$7,216
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
50
shares
|
$7,216
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
25
shares
|
$3,608
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
16
shares
|
$2,309
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|