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 90 institutions that hold shares in the stock, with a total of 1.62 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
296,332
shares
|
$46.4 Million
0.0% of portfolio
|
Q3 2025
Added 46.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
130,278
shares
|
$20.4 Million
0.0% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
126,407
shares
|
$19.8 Million
0.01% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
117,647
shares
|
$18.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,121
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
59,155
shares
|
$9.27 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.25%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
51,125
shares
|
$8.01 Million
0.01% of portfolio
|
Q3 2025
Added 5.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$7.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
48,351
shares
|
$7.57 Million
0.01% of portfolio
|
Q3 2025
Added 947.24%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
45,632
shares
|
$7.15 Million
3.62% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
35,744
shares
|
$5.6 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
35,744
shares
|
$5.6 Million
0.71% of portfolio
|
Q4 2022
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
35,426
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
32,639
shares
|
$5.11 Million
1.25% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
30,358
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
27,120
shares
|
$4.25 Million
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
26,846
shares
|
$4.21 Million
0.67% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
26,270
shares
|
$4.12 Million
1.61% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,428
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
24,697
shares
|
$3.87 Million
1.44% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
21,582
shares
|
$3.38 Million
0.09% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
20,011
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2025
Added 675.62%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
16,505
shares
|
$2.59 Million
0.0% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
15,602
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
14,133
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|