Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$4.95M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
35.7KNew |
$3.22M - $3.64M
|
35.7K
$4.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.2K+ 84.52% |
$3.08M - $3.49M
|
74.6K
$10.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.7K+ 76.97% |
$1.6M - $1.81M
|
40.8K
$5.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
14.4K+ 27.39% |
$1.3M - $1.47M
|
67.1K
$9.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.9KNew |
$712K - $805K
|
7.9K
$1.09M
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
6.88K+ 28.69% |
$620K - $701K
|
30.9K
$4.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.3KNew |
$478K - $540K
|
5.3K
$734K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.25KNew |
$383K - $433K
|
4.25K
$589K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.16K+ 1824.56% |
$375K - $424K
|
4.39K
$608K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.85K+ 19.23% |
$347K - $393K
|
23.9K
$3.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
BUY
|
- |
3.09KNew |
$278K - $315K
|
3.09K
$428K
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.93KNew |
$264K - $299K
|
2.93K
$406K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.7KNew |
$243K - $275K
|
2.7K
$374K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.53K+ 21.09% |
$228K - $257K
|
14.5K
$2.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.34KNew |
$211K - $239K
|
2.34K
$325K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.15KNew |
$193K - $219K
|
2.15K
$297K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.3K+ 2126.23% |
$117K - $132K
|
1.36K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.29KNew |
$116K - $131K
|
1.29K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
937+ 1.67% |
$84.4K - $95.5K
|
57.2K
$7.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
874+ 15.99% |
$78.8K - $89.1K
|
6.34K
$878K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
807+ 11.05% |
$72.7K - $82.3K
|
8.11K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
683New |
$61.5K - $69.6K
|
683
$94.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
250New |
$22.5K - $25.5K
|
250
$34.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
200New |
$18K - $20.4K
|
200
$27.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
150New |
$13.5K - $15.3K
|
150
$20.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
63+ 1.04% |
$5.68K - $6.42K
|
6.12K
$847K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
26+ 26.0% |
$2.34K - $2.65K
|
126
$17.4K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 0.35% |
$1.53K - $1.73K
|
4.94K
$684K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13New |
$1.17K - $1.33K
|
13
$1.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3+ 0.15% |
$270 - $306
|
2.05K
$284K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$90.1 - $102
|
10.9K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$90.1 - $102
|
1
$138
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-50- 1.57% |
$4.51K - $5.1K
|
3.14K
$434K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-214- 2.65% |
$19.3K - $21.8K
|
7.86K
$1.09M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-239- 5.57% |
$21.5K - $24.4K
|
4.05K
$561K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-267- 0.61% |
$24.1K - $27.2K
|
43.4K
$6.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-338- 6.93% |
$30.5K - $34.5K
|
4.54K
$629K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-370- 2.36% |
$33.3K - $37.7K
|
15.3K
$2.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-501- 1.9% |
$45.1K - $51.1K
|
25.8K
$3.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-743- 2.25% |
$67K - $75.7K
|
32.3K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-792- 12.92% |
$71.4K - $80.7K
|
5.34K
$739K
|
|
|
Nov 14, 2024
Q4 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.36K- 4.46% |
$212K - $240K
|
50.6K
$7M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.53K- 15.07% |
$228K - $258K
|
14.3K
$1.97M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.83K- 31.53% |
$255K - $289K
|
6.15K
$852K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.79KClosed |
$432K - $488K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.52K- 13.82% |
$768K - $869K
|
53.2K
$7.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-38K- 26.59% |
$3.42M - $3.87M
|
105K
$14.5M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-38K- 26.59% |
$3.42M - $3.87M
|
105K
$14.5M
|