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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
2,207
shares
|
$345,726
0.05% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$326,771
0.08% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
2,066
shares
|
$323,638
0.16% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,008
shares
|
$314,553
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
1,942
shares
|
$304,214
0.0% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
1,900
shares
|
$297,635
0.0% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
1,810
shares
|
$283,536
0.01% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
1,633
shares
|
$255,809
0.0% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
1 St Source Bank
|
Nov 12, 2025 Q3 2025 |
1,606
shares
|
$251,579
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
1,510
shares
|
$236,541
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
1,508
shares
|
$236,228
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Nov 06, 2025 Q3 2025 |
1,474
shares
|
$230,902
0.07% of portfolio
|
Q3 2025
Reduced 17.0%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,391
shares
|
$217,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
1,349
shares
|
$211,320
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,321
shares
|
$206,934
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
1,310
shares
|
$205,211
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,309
shares
|
$205,054
0.0% of portfolio
|
Q3 2025
Added 557.79%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,230
shares
|
$192,679
0.01% of portfolio
|
Q3 2025
Added 69.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
972
shares
|
$152,263
0.0% of portfolio
|
Q3 2025
Reduced 29.15%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
897
shares
|
$140,515
0.0% of portfolio
|
Q3 2025
Reduced 55.53%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
750
shares
|
$117,487
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
500
shares
|
$78,325
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
384
shares
|
$60,153
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
373
shares
|
$58,430
0.0% of portfolio
|
Q3 2025
Added 196.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
250
shares
|
$39,162
0.0% of portfolio
|
Q2 2024
New holding
|
|