Latest Institutional Purchases of First Tr Multi Cap Growth Alph (FAD)
This list provides information on the latest institutional transactions involving First Tr Multi Cap Growth Alph (FAD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.7K+ 947.24% |
$6.38M - $7.11M
|
48.4K
$7.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26.3KNew |
$3.83M - $4.27M
|
26.3K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 24.11% |
$3.58M - $3.99M
|
126K
$19.8M
|
|
|
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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.44K+ 5.2% |
$940K - $1.05M
|
130K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.26KNew |
$768K - $855K
|
5.26K
$825K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 16.84% |
$745K - $830K
|
35.4K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71K+ 43.81% |
$395K - $440K
|
8.88K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.48K+ 5.09% |
$361K - $403K
|
51.1K
$8.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.89K+ 50.09% |
$276K - $307K
|
5.66K
$887K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.75K+ 11.87% |
$255K - $285K
|
16.5K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.51KNew |
$220K - $245K
|
1.51K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$197K - $219K
|
1.35K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
$193K - $215K
|
1.32K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.31KNew |
$191K - $213K
|
1.31K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3K+ 11.67% |
$190K - $211K
|
12.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.23K+ 14.03% |
$180K - $200K
|
10K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 557.79% |
$162K - $180K
|
1.31K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 4.96% |
$149K - $166K
|
21.6K
$3.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
795+ 7.99% |
$116K - $129K
|
10.8K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
705+ 2.94% |
$103K - $115K
|
24.7K
$3.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505+ 69.66% |
$73.7K - $82.1K
|
1.23K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500New |
$72.9K - $81.2K
|
500
$78.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
384New |
$56K - $62.4K
|
384
$60.2K
|
|
|
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
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
223+ 2.07% |
$32.5K - $36.2K
|
11K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
203+ 1.49% |
$29.6K - $33K
|
13.9K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
137+ 0.98% |
$20K - $22.3K
|
14.1K
$2.21M
|
|
|
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 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
101+ 202.0% |
$14.7K - $16.4K
|
151
$23.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.93% |
$7K - $7.8K
|
5.22K
$818K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 1.31% |
$4.52K - $5.04K
|
2.39K
$375K
|
|
|
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 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 25.0% |
$3.36K - $3.74K
|
115
$18K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.32% |
$2.33K - $2.6K
|
5.09K
$797K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.06% |
$438 - $487
|
5.32K
$834K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
5.5KNew |
$631K - $808K
|
5.5K
$862K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.51KNew |
$173K - $222K
|
1.51K
$237K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.39KNew |
$160K - $204K
|
1.39K
$218K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
408+ 140.21% |
$46.8K - $59.9K
|
699
$109K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
243New |
$27.9K - $35.7K
|
243
$38.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
50New |
$5.73K - $7.34K
|
50
$7.83K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41+ 0.16% |
$4.7K - $6.02K
|
25.2K
$3.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2.98KNew |
$374K - $439K
|
2.98K
$466K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
316New |
$39.7K - $46.7K
|
316
$49.5K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
34.7KNew |
$4.58M - $5.22M
|
34.7K
$5.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
35+ 71.43% |
$4.61K - $5.26K
|
84
$13.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$132 - $150
|
1
$157
|
|