Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.5KNew |
$933K - $1.11M
|
10.5K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.2K+ 19.87% |
$912K - $1.09M
|
61.7K
$8.54M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.26K+ 28.2% |
$648K - $773K
|
33K
$4.57M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.97K+ 10.93% |
$176K - $210K
|
20K
$2.77M
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.58K+ 16.99% |
$141K - $168K
|
10.9K
$1.51M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.54K+ 6.87% |
$137K - $164K
|
24K
$3.32M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 8.96% |
$123K - $147K
|
16.8K
$2.32M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.19K+ 2.3% |
$106K - $126K
|
52.7K
$7.3M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
933New |
$83.2K - $99.4K
|
933
$129K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
737+ 1.86% |
$65.7K - $78.5K
|
40.5K
$5.6M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
394+ 5.7% |
$35.1K - $42K
|
7.3K
$1.01M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
163+ 2.77% |
$14.5K - $17.4K
|
6.05K
$838K
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
83+ 3.17% |
$7.4K - $8.84K
|
2.71K
$375K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
50New |
$4.46K - $5.33K
|
50
$6.92K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25+ 0.11% |
$2.23K - $2.66K
|
23K
$3.19M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 100.0% |
$268 - $320
|
6
$831
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
2+ 0.1% |
$178 - $213
|
2.05K
$284K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1+ 0.02% |
$89.2 - $107
|
4.29K
$594K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4- 0.08% |
$357 - $426
|
4.92K
$681K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16- 0.26% |
$1.43K - $1.7K
|
6.13K
$849K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-25- 0.31% |
$2.23K - $2.66K
|
8.08K
$1.12M
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-86Closed |
$7.67K - $9.16K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-115- 33.53% |
$10.3K - $12.3K
|
228
$31.6K
|
|
Oct 21, 2022
Q3 2022
|
626 Financial, LLC
|
SELL
|
- |
-165- 1.42% |
$14.7K - $17.6K
|
11.5K
$1.59M
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-484- 3.0% |
$43.2K - $51.6K
|
15.7K
$2.17M
|
|
Nov 14, 2024
Q3 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-578- 1.08% |
$51.6K - $61.6K
|
52.9K
$7.33M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-639- 11.58% |
$57K - $68.1K
|
4.88K
$675K
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.16K- 28.98% |
$104K - $124K
|
2.85K
$395K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.19K- 6.94% |
$106K - $127K
|
16K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.45K- 5.2% |
$129K - $154K
|
26.3K
$3.65M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.55K- 3.42% |
$138K - $165K
|
43.7K
$6.05M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.1K- 18.93% |
$187K - $223K
|
8.98K
$1.24M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.68K- 46.12% |
$418K - $499K
|
5.47K
$757K
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-4.79KClosed |
$427K - $510K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.81K- 9.36% |
$518K - $618K
|
56.2K
$7.79M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16K- 57.26% |
$1.43M - $1.71M
|
12K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19K- 17.12% |
$1.7M - $2.03M
|
92.1K
$12.8M
|