Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.8K+ 44.59% |
$1.12M - $1.25M
|
38.3K
$5.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 18.6% |
$980K - $1.09M
|
65.7K
$9.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.09K+ 42.36% |
$865K - $959K
|
30.5K
$4.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.41K+ 9.06% |
$610K - $676K
|
77.1K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.3K+ 117.66% |
$314K - $348K
|
6.1K
$845K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
2.51KNew |
$239K - $265K
|
2.51K
$348K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
2.18K+ 4.72% |
$208K - $230K
|
48.4K
$6.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.01KNew |
$191K - $212K
|
2.01K
$278K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.62K+ 1.91% |
$154K - $171K
|
86.4K
$12M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.32K+ 5.09% |
$125K - $139K
|
27.2K
$3.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
336+ 1.27% |
$32K - $35.5K
|
26.8K
$3.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
276+ 0.48% |
$26.3K - $29.1K
|
57.3K
$7.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
184+ 3.23% |
$17.5K - $19.4K
|
5.88K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133+ 9.79% |
$12.7K - $14K
|
1.49K
$206K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
50+ 2.33% |
$4.76K - $5.28K
|
2.2K
$304K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3+ 0.02% |
$285 - $317
|
14.3K
$1.97M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.1% |
$190 - $211
|
2.02K
$280K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-94- 2.21% |
$8.94K - $9.92K
|
4.16K
$576K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-117- 2.1% |
$11.1K - $12.3K
|
5.44K
$754K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-121- 1.26% |
$11.5K - $12.8K
|
9.51K
$1.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-132- 1.79% |
$12.6K - $13.9K
|
7.25K
$1M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-144- 2.45% |
$13.7K - $15.2K
|
5.74K
$795K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-191- 3.05% |
$18.2K - $20.2K
|
6.07K
$840K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-224- 9.27% |
$21.3K - $23.6K
|
2.19K
$304K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-312- 1.55% |
$29.7K - $32.9K
|
19.8K
$2.74M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-322- 0.78% |
$30.6K - $34K
|
40.7K
$5.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-343- 99.71% |
$32.6K - $36.2K
|
1
$138
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-377- 8.59% |
$35.9K - $39.8K
|
4.01K
$555K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-395- 2.85% |
$37.6K - $41.7K
|
13.4K
$1.86M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-528- 6.48% |
$50.2K - $55.7K
|
7.62K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-539- 17.19% |
$51.3K - $56.9K
|
2.6K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.41K- 4.89% |
$134K - $149K
|
27.5K
$3.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.16K- 12.23% |
$206K - $228K
|
15.5K
$2.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.36K- 40.5% |
$224K - $249K
|
3.47K
$480K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.37K- 27.75% |
$225K - $250K
|
6.17K
$854K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.49K- 18.11% |
$237K - $263K
|
11.3K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.98K- 12.35% |
$284K - $315K
|
21.2K
$2.93M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.09K- 6.26% |
$294K - $326K
|
46.2K
$6.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.95K- 8.56% |
$376K - $417K
|
42.2K
$5.85M
|