Purchases and Sales Made in Q3 2025 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 2025. 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 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204- 9.51% |
$29.8K - $33.1K
|
1.94K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-245- 11.92% |
$35.7K - $39.8K
|
1.81K
$284K
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-250- 2.63% |
$36.5K - $40.6K
|
9.27K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-302- 17.0% |
$44.1K - $49.1K
|
1.47K
$231K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-318- 3.01% |
$46.4K - $51.7K
|
10.3K
$1.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366- 90.37% |
$53.4K - $59.5K
|
39
$6.11K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 29.15% |
$58.3K - $65K
|
972
$152K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-416- 4.0% |
$60.7K - $67.6K
|
9.99K
$1.57M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.12K- 55.53% |
$163K - $182K
|
897
$141K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.36K- 4.29% |
$199K - $221K
|
30.4K
$4.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 10.7% |
$221K - $246K
|
12.6K
$1.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.87K- 3.61% |
$273K - $304K
|
50K
$7.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.4K- 8.61% |
$350K - $389K
|
25.4K
$3.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.73K- 95.64% |
$543K - $605K
|
170
$26.6K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.03K- 9.25% |
$879K - $979K
|
59.2K
$9.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.9K- 12.56% |
$2.47M - $2.75M
|
118K
$18.4M
|
|