N.E.W. Advisory Services LLC First Tr Multi Cap Growth Alph Transaction History

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 07, 2025	BUY	$125.55 - $147.66 $39,673 - $46,660	316 New	316 $40,000

Others Institutions Holding FAD

# of Institutions

90

Shares Held

1.62M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

296K
Shares

$46.4 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

130K
Shares

$20.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

126K
Shares

$19.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

118K
Shares

$18.4 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

83.1K
Shares

$13 Million
0.02% of portfolio

About FIRST TR MULTI CAP GROWTH ALPH

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