Ethos Financial Group, LLC First Tr Multi Cap Growth Alph Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 07, 2024	BUY	$118.04 - $133.6 $203,264 - $230,059	1,722 New	1,722 $230,000

Others Institutions Holding FAD

# of Institutions

73

Shares Held

1.05M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

100K
Shares

$14.7 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$12.2 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

82.9K
Shares

$12.1 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

81.8K
Shares

$12 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

64K
Shares

$9.36 Million
0.01% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

Ticker FAD
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