Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
27.5K+ 25.96% |
$3.15M - $3.43M
|
133K
$18.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 38.16% |
$3.07M - $3.34M
|
97.1K
$13.4M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.8K+ 38.16% |
$3.07M - $3.34M
|
97.1K
$13.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
10.5KNew |
$1.2M - $1.31M
|
10.5K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.53K+ 47.66% |
$749K - $815K
|
20.2K
$2.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.14K+ 102.97% |
$703K - $765K
|
12.1K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.03K+ 14.96% |
$576K - $627K
|
38.6K
$5.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.29K+ 20.61% |
$377K - $411K
|
19.3K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.73KNew |
$313K - $340K
|
2.73K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.01KNew |
$230K - $250K
|
2.01K
$278K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.91K+ 2.36% |
$218K - $238K
|
82.6K
$11.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65KNew |
$189K - $206K
|
1.65K
$229K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.48K+ 5.27% |
$170K - $184K
|
29.5K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
628+ 4.6% |
$72K - $78.3K
|
14.3K
$1.98M
|
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
605New |
$69.3K - $75.5K
|
605
$83.8K
|
|
|
Aug 09, 2024
Q2 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
498+ 4.78% |
$57.1K - $62.1K
|
10.9K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
466+ 8.43% |
$53.4K - $58.1K
|
5.99K
$830K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
342+ 3.25% |
$39.2K - $42.7K
|
10.8K
$1.5M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
304New |
$34.8K - $37.9K
|
304
$42.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$28.7K - $31.2K
|
250
$34.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
156+ 7.21% |
$17.9K - $19.5K
|
2.32K
$321K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
121+ 2.71% |
$13.9K - $15.1K
|
4.58K
$635K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
114+ 5.08% |
$13.1K - $14.2K
|
2.36K
$327K
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
67+ 0.31% |
$7.68K - $8.36K
|
21.9K
$3.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
52+ 4.2% |
$5.96K - $6.49K
|
1.29K
$179K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
50New |
$5.73K - $6.24K
|
50
$6.92K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15+ 0.79% |
$1.72K - $1.87K
|
1.92K
$266K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.05% |
$115 - $125
|
2.02K
$280K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$115 - $125
|
407
$56.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2- 10.53% |
$229 - $249
|
17
$2.35K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-26- 9.25% |
$2.98K - $3.24K
|
255
$35.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-144- 2.01% |
$16.5K - $18K
|
7.02K
$972K
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-196- 0.72% |
$22.5K - $24.4K
|
27.2K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-215- 1.84% |
$24.6K - $26.8K
|
11.5K
$1.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-232- 1.43% |
$26.6K - $28.9K
|
16K
$2.22M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-246- 4.46% |
$28.2K - $30.7K
|
5.28K
$730K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-280- 6.93% |
$32.1K - $34.9K
|
3.76K
$521K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-323- 4.58% |
$37K - $40.3K
|
6.73K
$932K
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-325- 2.71% |
$37.2K - $40.5K
|
11.7K
$1.61M
|
|
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-366- 0.78% |
$41.9K - $45.6K
|
46.3K
$6.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-513- 3.15% |
$58.8K - $64K
|
15.8K
$2.18M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-986- 2.59% |
$113K - $123K
|
37.1K
$5.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.02K- 1.3% |
$117K - $127K
|
77.7K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-1.35K- 12.41% |
$155K - $168K
|
9.52K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.67K- 43.2% |
$306K - $333K
|
3.51K
$486K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.65K- 31.66% |
$419K - $456K
|
7.89K
$1.09M
|