Purchases and Sales Made in Q1 2023 in First Tr Multi Cap Growth Alph (FAD)
This table provides information about the institutional ownership of First Tr Multi Cap Growth Alph (FAD) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR MULTI CAP GROWTH ALPH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
46.2KNew |
$4.29M - $4.72M
|
46.2K
$6.66M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
25.8K+ 20440.48% |
$2.39M - $2.63M
|
25.9K
$3.74M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
24.1KNew |
$2.24M - $2.47M
|
24.1K
$3.48M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.5KNew |
$1.99M - $2.19M
|
21.5K
$3.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 13.55% |
$940K - $1.03M
|
84.8K
$12.2M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.07K+ 7.94% |
$378K - $416K
|
55.4K
$7.99M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.62K+ 5.4% |
$337K - $371K
|
70.7K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.31K+ 29.76% |
$121K - $134K
|
5.69K
$822K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.04KNew |
$96.5K - $106K
|
1.04K
$150K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
670+ 2.59% |
$62.3K - $68.5K
|
26.5K
$3.83M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
331+ 2546.15% |
$30.8K - $33.9K
|
344
$49.6K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
222+ 4.16% |
$20.6K - $22.7K
|
5.56K
$802K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
BUY
|
- |
145+ 2.37% |
$13.5K - $14.8K
|
6.26K
$904K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
103+ 3.81% |
$9.57K - $10.5K
|
2.8K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
42+ 1.04% |
$3.9K - $4.3K
|
4.09K
$590K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
35+ 0.43% |
$3.25K - $3.58K
|
8.15K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2- 0.01% |
$186 - $205
|
14.3K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11- 34.38% |
$1.02K - $1.13K
|
21
$3.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-37- 1.8% |
$3.44K - $3.78K
|
2.02K
$291K
|
|
|
Apr 12, 2023
Q1 2023
|
626 Financial, LLC
|
SELL
|
- |
-146- 1.27% |
$13.6K - $14.9K
|
11.3K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-151- 3.33% |
$14K - $15.4K
|
4.39K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-169- 0.3% |
$15.7K - $17.3K
|
57K
$8.23M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-264- 4.29% |
$24.5K - $27K
|
5.89K
$849K
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-455- 66.62% |
$42.3K - $46.5K
|
228
$32.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-481- 6.12% |
$44.7K - $49.2K
|
7.38K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-514- 17.54% |
$47.8K - $52.6K
|
2.42K
$349K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-516- 8.14% |
$48K - $52.8K
|
5.83K
$841K
|
|
|
Nov 14, 2024
Q1 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.23K- 2.44% |
$115K - $126K
|
49.3K
$7.12M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.25K- 97.36% |
$116K - $128K
|
34
$4.91K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.26K- 11.59% |
$117K - $129K
|
9.63K
$1.39M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.45K- 9.5% |
$135K - $149K
|
13.8K
$2M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-2K- 6.46% |
$185K - $204K
|
28.9K
$4.17M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 5.53% |
$223K - $246K
|
41K
$5.92M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.42K- 24.33% |
$411K - $452K
|
13.7K
$1.98M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.79K- 17.94% |
$538K - $592K
|
26.5K
$3.82M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.96K- 41.11% |
$554K - $610K
|
8.54K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.22K- 26.02% |
$578K - $636K
|
17.7K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.96K- 13.1% |
$647K - $712K
|
46.2K
$6.67M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-20.7K- 50.69% |
$1.92M - $2.11M
|
20.1K
$2.9M
|