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 78 institutions that hold shares in the stock, with a total of 1.07 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
10,091
shares
|
$1.31 Million
0.0% of portfolio
|
Q1 2025
Added 24.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,993
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Added 41.78%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
9,518
shares
|
$1.23 Million
0.67% of portfolio
|
Q2 2024
Reduced 12.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
7,924
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.67%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,956
shares
|
$899,828
0.03% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
5,316
shares
|
$687,677
0.37% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,260
shares
|
$680,433
0.21% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,176
shares
|
$669,567
0.1% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
4,783
shares
|
$618,728
0.59% of portfolio
|
Q1 2025
Added 21.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,113
shares
|
$532,057
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
4,039
shares
|
$522,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,022
shares
|
$520,285
0.04% of portfolio
|
Q1 2025
Added 133966.67%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
3,858
shares
|
$499,070
0.04% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,365
shares
|
$435,296
0.0% of portfolio
|
Q4 2024
Added 175.59%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
2,975
shares
|
$384,846
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,965
shares
|
$383,552
0.0% of portfolio
|
Q1 2025
Added 41.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,931
shares
|
$379,154
0.0% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
2,596
shares
|
$335,818
0.04% of portfolio
|
Q2 2023
Reduced 17.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,589
shares
|
$334,913
0.0% of portfolio
|
Q1 2025
Added 6.9%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,518
shares
|
$325,728
0.01% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,422
shares
|
$313,309
0.07% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,382
shares
|
$308,135
0.0% of portfolio
|
Q1 2025
Added 15.8%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,220
shares
|
$287,179
0.03% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
2,209
shares
|
$285,756
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
2,158
shares
|
$279,158
0.21% of portfolio
|
Q1 2025
New holding
|