Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.7K+ 20.11% |
$1.93M - $2.21M
|
106K
$14.7M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.7KNew |
$1.49M - $1.71M
|
13.7K
$1.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.31K+ 102.21% |
$577K - $662K
|
10.5K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.2KNew |
$564K - $647K
|
5.2K
$720K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.2K+ 19.2% |
$239K - $274K
|
13.6K
$1.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.91KNew |
$207K - $237K
|
1.91K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.56K+ 2.27% |
$169K - $194K
|
70.3K
$9.73M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.56K+ 2.27% |
$169K - $194K
|
70.3K
$9.73M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.44K+ 9.9% |
$156K - $179K
|
16K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
826+ 37.63% |
$89.7K - $103K
|
3.02K
$418K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
484+ 3.07% |
$52.6K - $60.3K
|
16.3K
$2.25M
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
447+ 20.06% |
$48.5K - $55.7K
|
2.68K
$370K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
398+ 6.89% |
$43.2K - $49.6K
|
6.18K
$856K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
283+ 5.4% |
$30.7K - $35.3K
|
5.52K
$765K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
233+ 133.14% |
$25.3K - $29K
|
408
$56.5K
|
|
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
171+ 0.37% |
$18.6K - $21.3K
|
46.7K
$6.46M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159+ 0.57% |
$17.3K - $19.8K
|
28.1K
$3.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
153+ 0.56% |
$16.6K - $19.1K
|
27.4K
$3.79M
|
|
|
May 13, 2024
Q1 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
147+ 1.43% |
$16K - $18.3K
|
10.4K
$1.44M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
111+ 65.29% |
$12.1K - $13.8K
|
281
$38.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
90New |
$9.77K - $11.2K
|
90
$12.5K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
66+ 0.93% |
$7.17K - $8.22K
|
7.16K
$992K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
14+ 0.06% |
$1.52K - $1.74K
|
21.8K
$3.02M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
7+ 0.17% |
$760 - $872
|
4.04K
$559K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 1.72% |
$109 - $125
|
59
$8.17K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-23- 0.33% |
$2.5K - $2.87K
|
7.05K
$976K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-33- 0.04% |
$3.58K - $4.11K
|
80.7K
$11.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 1.96% |
$5.21K - $5.98K
|
2.4K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-55- 2.39% |
$5.97K - $6.85K
|
2.25K
$311K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 1.52% |
$7.49K - $8.6K
|
4.46K
$618K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-70- 1.25% |
$7.6K - $8.72K
|
5.53K
$765K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-79- 0.72% |
$8.58K - $9.84K
|
10.9K
$1.5M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-88- 3.87% |
$9.56K - $11K
|
2.19K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 2.46% |
$16.3K - $18.7K
|
5.96K
$825K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-230- 9.6% |
$25K - $28.7K
|
2.17K
$300K
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-644- 28.62% |
$69.9K - $80.2K
|
1.61K
$222K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-695- 5.49% |
$75.5K - $86.6K
|
12K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-784- 2.02% |
$85.1K - $97.7K
|
38.1K
$5.27M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-853- 27.14% |
$92.6K - $106K
|
2.29K
$317K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-987- 7.88% |
$107K - $123K
|
11.5K
$1.6M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.02K- 96.77% |
$111K - $127K
|
34
$4.71K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.86K- 5.25% |
$202K - $232K
|
33.6K
$4.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.42K- 2.98% |
$262K - $301K
|
78.7K
$10.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.95K- 15.36% |
$321K - $368K
|
16.3K
$2.25M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.03K- 13.01% |
$546K - $626K
|
33.6K
$4.65M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-7.11K- 37.81% |
$772K - $886K
|
11.7K
$1.62M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.8K- 27.62% |
$2.91M - $3.34M
|
70.3K
$9.73M
|