Institutional Ownership First Tr Multi Cap Growth Alph (FAD)
This table provides information about the institutional ownership of First Tr Multi Cap Growth Alph (FAD). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 1.03 Million shares, which have been reported (via 13F filing form) to have a value of $144 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
96,541
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
88,960
shares
|
$12.5 Million
0.01% of portfolio
|
Q4 2024
Added 7.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,121
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
81,826
shares
|
$11.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
62,961
shares
|
$8.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
50,000
shares
|
$7.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
46,222
shares
|
$6.48 Million
3.7% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
38,942
shares
|
$5.46 Million
0.01% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
35,744
shares
|
$5.01 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
35,744
shares
|
$5.01 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
34,749
shares
|
$4.87 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
28,635
shares
|
$4.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
26,846
shares
|
$3.76 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
25,727
shares
|
$3.61 Million
0.0% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
24,177
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
22,200
shares
|
$3.11 Million
1.34% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
16,493
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,602
shares
|
$2.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
14,803
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
14,592
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
14,357
shares
|
$2.01 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
13,702
shares
|
$1.92 Million
0.07% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
11,105
shares
|
$1.56 Million
0.13% of portfolio
|
Q4 2024
Added 7.53%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
11,100
shares
|
$1.56 Million
0.61% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
10,732
shares
|
$1.5 Million
0.69% of portfolio
|
Q4 2024
Reduced 2.31%
|