Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
105K+ 108.81% |
$12.1M - $15.5M
|
202K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
99.7K+ 414.06% |
$11.4M - $14.6M
|
124K
$19.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
51.8K+ 62.5% |
$5.93M - $7.6M
|
135K
$21.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 1272.61% |
$3.22M - $4.13M
|
30.3K
$4.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
13.7KNew |
$1.57M - $2.01M
|
13.7K
$2.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6.38KNew |
$732K - $937K
|
6.38K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5KNew |
$631K - $808K
|
5.5K
$873K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.82K+ 30.62% |
$553K - $708K
|
20.6K
$3.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.79K+ 159.24% |
$435K - $557K
|
6.18K
$980K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.5K+ 5.68% |
$402K - $514K
|
65.2K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.04K+ 10.59% |
$348K - $446K
|
31.7K
$5.04M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.73K+ 5.95% |
$313K - $401K
|
48.6K
$7.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.58KNew |
$296K - $379K
|
2.58K
$410K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.52K+ 29.22% |
$289K - $370K
|
11.1K
$1.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.17K+ 17.23% |
$249K - $318K
|
14.8K
$2.34M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.01K+ 76.96% |
$230K - $295K
|
4.62K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.87K+ 3.74% |
$214K - $275K
|
51.9K
$8.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
1.78KNew |
$204K - $261K
|
1.78K
$282K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.68K+ 79.91% |
$192K - $246K
|
3.77K
$599K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$173K - $222K
|
1.51K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.39KNew |
$160K - $204K
|
1.39K
$221K
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
1.04K+ 4.52% |
$119K - $152K
|
24K
$3.81M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
848+ 10.7% |
$97.2K - $125K
|
8.77K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
698+ 6.92% |
$80K - $102K
|
10.8K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
408+ 140.21% |
$46.8K - $59.9K
|
699
$111K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
288+ 6.02% |
$33K - $42.3K
|
5.07K
$805K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
265New |
$30.4K - $38.9K
|
265
$42.1K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
243New |
$27.9K - $35.7K
|
243
$38.6K
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
BUY
|
- |
127+ 6.59% |
$14.6K - $18.6K
|
2.06K
$326K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109+ 8.63% |
$12.5K - $16K
|
1.37K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
104New |
$11.9K - $15.3K
|
104
$16.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
101+ 404.0% |
$11.6K - $14.8K
|
126
$20K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
92New |
$10.5K - $13.5K
|
92
$14.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
72+ 0.52% |
$8.26K - $10.6K
|
14K
$2.22M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$5.73K - $7.34K
|
50
$7.94K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41+ 0.16% |
$4.7K - $6.02K
|
25.2K
$3.99M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
13+ 0.6% |
$1.49K - $1.91K
|
2.17K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2+ 0.04% |
$229 - $294
|
5.32K
$844K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 20.0% |
$229 - $294
|
8
$1.27K
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-7- 0.14% |
$803 - $1.03K
|
5.17K
$821K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-15- 0.22% |
$1.72K - $2.2K
|
6.94K
$1.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-21- 0.87% |
$2.41K - $3.08K
|
2.4K
$381K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37- 0.37% |
$4.24K - $5.43K
|
9.96K
$1.58M
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-54- 4.72% |
$6.19K - $7.93K
|
1.09K
$173K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-94- 4.57% |
$10.8K - $13.8K
|
1.96K
$311K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-120- 77.92% |
$13.8K - $17.6K
|
34
$5.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-127- 3.16% |
$14.6K - $18.6K
|
3.9K
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-184- 1.28% |
$21.1K - $27K
|
14.2K
$2.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-322- 10.99% |
$36.9K - $47.3K
|
2.61K
$414K
|