Latest Institutional Transactions on First Tr Multi Cap Growth Alph (FAD)
This table provides information on the latest institutional transactions involving First Tr Multi Cap Growth Alph (FAD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
283+ 5.0% |
$44.3K - $47K
|
5.94K
$931K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
441+ 8.38% |
$69K - $73.3K
|
5.71K
$894K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-149- 2.37% |
$23.3K - $24.8K
|
6.13K
$961K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
329+ 1.33% |
$51.5K - $54.7K
|
25K
$3.92M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
940+ 18.48% |
$147K - $156K
|
6.03K
$944K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-46- 2.37% |
$7.2K - $7.64K
|
1.9K
$297K
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
87+ 2.12% |
$12.7K - $14.1K
|
4.2K
$658K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-49- 0.71% |
$7.15K - $7.96K
|
6.89K
$1.08M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-65- 24.53% |
$9.48K - $10.6K
|
200
$31.3K
|
|
|
Nov 17, 2025
Q3 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-318- 3.01% |
$46.4K - $51.7K
|
10.3K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-400- 29.15% |
$58.3K - $65K
|
972
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.7K+ 947.24% |
$6.38M - $7.11M
|
48.4K
$7.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500New |
$72.9K - $81.2K
|
500
$78.3K
|
|
|
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
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.36K- 4.29% |
$199K - $221K
|
30.4K
$4.76M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.9K+ 46.39% |
$13.7M - $15.3M
|
296K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.23K+ 14.03% |
$180K - $200K
|
10K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
$193K - $215K
|
1.32K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-16.9K- 12.56% |
$2.47M - $2.75M
|
118K
$18.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
30+ 0.07% |
$4.38K - $4.87K
|
45.6K
$7.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.73K- 95.64% |
$543K - $605K
|
170
$26.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 16.84% |
$745K - $830K
|
35.4K
$5.55M
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4K+ 675.62% |
$2.54M - $2.83M
|
20K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 25.0% |
$292 - $325
|
6
$940
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-117- 0.82% |
$17.1K - $19K
|
14.1K
$2.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.44K+ 5.2% |
$940K - $1.05M
|
130K
$20.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.51K- 10.7% |
$221K - $246K
|
12.6K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
203+ 1.49% |
$29.6K - $33K
|
13.9K
$2.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71K+ 43.81% |
$395K - $440K
|
8.88K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-12- 11.54% |
$1.75K - $1.95K
|
92
$14.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 25.0% |
$3.36K - $3.74K
|
115
$18K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
795+ 7.99% |
$116K - $129K
|
10.8K
$1.68M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
247+ 196.03% |
$36K - $40.1K
|
373
$58.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.31KNew |
$191K - $213K
|
1.31K
$205K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 24.11% |
$3.58M - $3.99M
|
126K
$19.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
223+ 2.07% |
$32.5K - $36.2K
|
11K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
116+ 0.36% |
$16.9K - $18.8K
|
32.6K
$5.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-245- 11.92% |
$35.7K - $39.8K
|
1.81K
$284K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
137+ 0.98% |
$20K - $22.3K
|
14.1K
$2.21M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$197K - $219K
|
1.35K
$211K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
101+ 202.0% |
$14.7K - $16.4K
|
151
$23.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 1.31% |
$4.52K - $5.04K
|
2.39K
$375K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
384New |
$56K - $62.4K
|
384
$60.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.51KNew |
$220K - $245K
|
1.51K
$236K
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26.3KNew |
$3.83M - $4.27M
|
26.3K
$4.12M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
SELL
|
- |
-250- 2.63% |
$36.5K - $40.6K
|
9.27K
$1.45M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366- 90.37% |
$53.4K - $59.5K
|
39
$6.11K
|
|
|
Nov 06, 2025
Q3 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-302- 17.0% |
$44.1K - $49.1K
|
1.47K
$231K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505+ 69.66% |
$73.7K - $82.1K
|
1.23K
$193K
|
|