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 |
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,086
shares
|
$269,844
0.08% of portfolio
|
Q4 2024
Reduced 18.55%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
2,056
shares
|
$265,964
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,017
shares
|
$260,919
0.0% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
2,008
shares
|
$259,754
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
1,928
shares
|
$249,406
0.01% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,633
shares
|
$211,244
0.0% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
1,606
shares
|
$207,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
1,500
shares
|
$194,040
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,263
shares
|
$163,381
0.0% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
750
shares
|
$97,020
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
405
shares
|
$52,390
0.0% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
372
shares
|
$48,121
0.0% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
364
shares
|
$47,087
0.02% of portfolio
|
Q1 2025
Added 77.56%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
316
shares
|
$40,877
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
291
shares
|
$37,643
0.01% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
250
shares
|
$32,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
211
shares
|
$27,294
0.0% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
199
shares
|
$25,742
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
180
shares
|
$23,284
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
154
shares
|
$19,921
0.0% of portfolio
|
Q1 2025
Reduced 69.63%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
90
shares
|
$11,642
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
84
shares
|
$10,866
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$6,468
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
50
shares
|
$6,468
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
25
shares
|
$3,234
0.0% of portfolio
|
Q3 2024
Reduced 66.67%
|