Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11K+ 677.39% |
$1.38M - $1.62M
|
12.6K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.98K+ 17.91% |
$876K - $1.03M
|
45.9K
$5.94M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.18K+ 100.0% |
$650K - $764K
|
10.4K
$1.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.02K+ 133966.67% |
$505K - $593K
|
4.02K
$520K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.98KNew |
$374K - $439K
|
2.98K
$385K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.95K+ 41.78% |
$370K - $435K
|
9.99K
$1.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
866+ 41.26% |
$109K - $128K
|
2.97K
$384K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
754+ 3.4% |
$94.7K - $111K
|
23K
$2.97M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
199New |
$25K - $29.4K
|
199
$25.7K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
181+ 1.63% |
$22.7K - $26.7K
|
11.3K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
167+ 6.9% |
$21K - $24.7K
|
2.59K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
159+ 77.56% |
$20K - $23.5K
|
364
$47.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20- 0.96% |
$2.51K - $2.95K
|
2.06K
$266K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-81- 3.52% |
$10.2K - $12K
|
2.22K
$287K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-86- 4.09% |
$10.8K - $12.7K
|
2.02K
$261K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-273- 10.13% |
$34.3K - $40.3K
|
2.42K
$313K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.18K- 50.0% |
$650K - $764K
|
5.18K
$670K
|