Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
81.8KNew |
$10.8M - $12.3M
|
81.8K
$11.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.7KNew |
$4.58M - $5.22M
|
34.7K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.04K+ 7.28% |
$796K - $908K
|
89K
$12.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.04KNew |
$532K - $607K
|
4.04K
$566K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.14K+ 175.59% |
$283K - $322K
|
3.37K
$472K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.1KNew |
$277K - $315K
|
2.1K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
1.88KNew |
$247K - $282K
|
1.88K
$263K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.76K+ 33.28% |
$232K - $265K
|
7.05K
$988K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.64KNew |
$216K - $246K
|
1.64K
$230K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.4K+ 20.85% |
$185K - $211K
|
8.13K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
988+ 7.77% |
$130K - $148K
|
13.7K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
778+ 7.53% |
$103K - $117K
|
11.1K
$1.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
661+ 1.73% |
$87.1K - $99.3K
|
38.9K
$5.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
343+ 1.57% |
$45.2K - $51.6K
|
22.2K
$3.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
302+ 12.62% |
$39.8K - $45.4K
|
2.7K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
294+ 1.16% |
$38.7K - $44.2K
|
25.7K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
233+ 1.6% |
$30.7K - $35K
|
14.8K
$2.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
205New |
$27K - $30.8K
|
205
$28.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
170+ 9.01% |
$22.4K - $25.6K
|
2.06K
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
117+ 7.79% |
$15.4K - $17.6K
|
1.62K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104+ 0.72% |
$13.7K - $15.6K
|
14.6K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
78+ 3.85% |
$10.3K - $11.7K
|
2.1K
$295K
|
|
|
Feb 10, 2025
Q4 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
63+ 0.57% |
$8.3K - $9.47K
|
11.1K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
49New |
$6.46K - $7.36K
|
49
$6.87K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 71.43% |
$4.61K - $5.26K
|
84
$11.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
31+ 0.79% |
$4.09K - $4.66K
|
3.94K
$553K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19+ 0.92% |
$2.5K - $2.86K
|
2.08K
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$1.85K - $2.1K
|
14
$1.96K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
12+ 0.23% |
$1.58K - $1.8K
|
5.32K
$745K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$132 - $150
|
1
$140
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-29- 7.23% |
$3.82K - $4.36K
|
372
$52.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 0.57% |
$5.27K - $6.01K
|
6.96K
$975K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51- 3.88% |
$6.72K - $7.67K
|
1.26K
$177K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-75- 20.49% |
$9.88K - $11.3K
|
291
$40.8K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-121- 19.27% |
$15.9K - $18.2K
|
507
$71.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-184- 1.1% |
$24.2K - $27.7K
|
16.5K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-221- 5.41% |
$29.1K - $33.2K
|
3.87K
$542K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-254- 2.31% |
$33.5K - $38.2K
|
10.7K
$1.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-299- 6.78% |
$39.4K - $44.9K
|
4.11K
$577K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-370- 11.79% |
$48.8K - $55.6K
|
2.77K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-475- 18.55% |
$62.6K - $71.4K
|
2.09K
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-486- 4.36% |
$64K - $73K
|
10.7K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-619- 2.12% |
$81.6K - $93K
|
28.6K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-768- 12.74% |
$101K - $115K
|
5.26K
$738K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.03K- 1.6% |
$135K - $154K
|
63K
$8.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.24K- 8.48% |
$295K - $337K
|
24.2K
$3.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.05K- 37.05% |
$401K - $458K
|
5.18K
$726K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.86K- 3.84% |
$508K - $580K
|
96.5K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.2K- 99.93% |
$553K - $631K
|
3
$421
|