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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
14,118
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
13,871
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,633
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
12,435
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,012
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
10,751
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
10,254
shares
|
$1.61 Million
0.65% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
10,003
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
9,993
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
9,268
shares
|
$1.45 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
8,880
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2025
Added 43.81%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
6,892
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
6,281
shares
|
$983,918
0.1% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
5,660
shares
|
$886,639
0.64% of portfolio
|
Q3 2025
Added 50.09%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
5,321
shares
|
$833,534
0.4% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
5,264
shares
|
$824,605
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
5,219
shares
|
$817,556
0.21% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
5,168
shares
|
$809,567
0.09% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
5,087
shares
|
$796,878
0.66% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,113
shares
|
$644,301
0.0% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
3,858
shares
|
$604,355
0.05% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
2,975
shares
|
$466,033
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Papp L Roy & Associates
|
Oct 09, 2025 Q3 2025 |
2,596
shares
|
$406,663
0.05% of portfolio
|
Q2 2023
Reduced 17.19%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,466
shares
|
$386,298
0.01% of portfolio
|
Q3 2025
Reduced 2.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,393
shares
|
$374,863
0.0% of portfolio
|
Q3 2025
Added 1.31%
|
|