Institutional Ownership First Tr Multi Cap Growth Alph (FAD)
This table provides information about the institutional ownership of First Tr Multi Cap Growth Alph (FAD). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $132 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
10,661
shares
|
$1.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
9,518
shares
|
$1.22 Million
0.73% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
8,127
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 20.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
7,048
shares
|
$904,963
0.0% of portfolio
|
Q4 2024
Added 33.28%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
6,956
shares
|
$893,150
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
5,316
shares
|
$682,574
0.38% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,260
shares
|
$675,384
0.21% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
5,176
shares
|
$664,598
0.11% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,113
shares
|
$528,109
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,039
shares
|
$518,607
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
3,944
shares
|
$506,409
0.49% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
3,866
shares
|
$496,394
0.03% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,365
shares
|
$432,066
0.0% of portfolio
|
Q4 2024
Added 175.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,769
shares
|
$355,539
0.0% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,695
shares
|
$346,038
0.1% of portfolio
|
Q4 2024
Added 12.62%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
2,596
shares
|
$333,326
0.04% of portfolio
|
Q2 2023
Reduced 17.19%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,518
shares
|
$323,311
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
2,301
shares
|
$295,448
0.03% of portfolio
|
Q4 2024
Reduced 99.23%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,103
shares
|
$270,025
0.0% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
2,099
shares
|
$269,511
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$267,842
0.08% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
2,076
shares
|
$266,558
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
2,065
shares
|
$265,146
0.0% of portfolio
|
Q3 2024
Added 7.55%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
2,057
shares
|
$264,118
0.0% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,008
shares
|
$257,827
0.01% of portfolio
|
Q2 2023
New holding
|