Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
295K+ 13486.01% |
$34.8M - $39.4M
|
297K
$41.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
46.2KNew |
$5.46M - $6.18M
|
46.2K
$6.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.5K+ 298.11% |
$2.78M - $3.14M
|
31.4K
$4.35M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
14.4KNew |
$1.69M - $1.92M
|
14.4K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.17K+ 32.04% |
$729K - $825K
|
25.4K
$3.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.3KNew |
$626K - $709K
|
5.3K
$734K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.41KNew |
$521K - $589K
|
4.41K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
4.09KNew |
$482K - $546K
|
4.09K
$566K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.09KNew |
$482K - $546K
|
4.09K
$566K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.33K+ 3.43% |
$393K - $445K
|
100K
$13.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.01K+ 26.19% |
$355K - $402K
|
14.5K
$2.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.06KNew |
$243K - $275K
|
2.06K
$285K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.72KNew |
$203K - $230K
|
1.72K
$238K
|
|
|
Dec 11, 2024
Q3 2024
|
1 St Source Bank
|
BUY
|
- |
1.61KNew |
$190K - $215K
|
1.61K
$222K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$178K - $202K
|
1.51K
$209K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.5KNew |
$177K - $200K
|
1.5K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.22KNew |
$144K - $163K
|
1.22K
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 3.18% |
$139K - $158K
|
38.3K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.14KNew |
$135K - $153K
|
1.14K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
732+ 12.21% |
$86.4K - $97.8K
|
6.73K
$931K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
656+ 4.09% |
$77.4K - $87.6K
|
16.7K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
619+ 5.12% |
$73.1K - $82.7K
|
12.7K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
594+ 1747.06% |
$70.1K - $79.4K
|
628
$87K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
365+ 0.44% |
$43.1K - $48.8K
|
82.9K
$11.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
304+ 2.13% |
$35.9K - $40.6K
|
14.6K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
298+ 2.75% |
$35.2K - $39.8K
|
11.1K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
153+ 4.07% |
$18.1K - $20.4K
|
3.91K
$542K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
145+ 7.55% |
$17.1K - $19.4K
|
2.07K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
121+ 5.05% |
$14.3K - $16.2K
|
2.52K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
119+ 1.09% |
$14K - $15.9K
|
11K
$1.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
62+ 20.39% |
$7.32K - $8.28K
|
366
$50.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
33+ 1.4% |
$3.9K - $4.41K
|
2.39K
$331K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24+ 1.86% |
$2.83K - $3.21K
|
1.31K
$182K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13+ 0.25% |
$1.53K - $1.74K
|
5.29K
$732K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
3+ 0.15% |
$354 - $401
|
2.03K
$280K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1- 5.88% |
$118 - $134
|
16
$2.22K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$118 - $134
|
406
$56.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 17.25% |
$5.19K - $5.88K
|
211
$29.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 66.67% |
$5.9K - $6.68K
|
25
$3.46K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-53- 0.24% |
$6.26K - $7.08K
|
21.9K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-114- 4.26% |
$13.5K - $15.2K
|
2.56K
$355K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-150- 9.08% |
$17.7K - $20K
|
1.5K
$208K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-159- 1.01% |
$18.8K - $21.2K
|
15.6K
$2.16M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-178- 1.69% |
$21K - $23.8K
|
10.3K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-285- 0.96% |
$33.6K - $38.1K
|
29.3K
$4.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-326- 1.2% |
$38.5K - $43.6K
|
26.8K
$3.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-370- 10.54% |
$43.7K - $49.4K
|
3.14K
$435K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-375- 18.68% |
$44.3K - $50.1K
|
1.63K
$226K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-382- 8.34% |
$45.1K - $51K
|
4.2K
$582K
|