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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
243
shares
|
$38,065
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
211
shares
|
$33,053
0.0% of portfolio
|
Q3 2024
Reduced 17.25%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
200
shares
|
$31,330
0.0% of portfolio
|
Q3 2025
Reduced 24.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
170
shares
|
$26,630
0.0% of portfolio
|
Q3 2025
Reduced 95.64%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
151
shares
|
$23,654
0.0% of portfolio
|
Q3 2025
Added 202.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
115
shares
|
$18,014
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
92
shares
|
$14,411
0.0% of portfolio
|
Q3 2025
Reduced 11.54%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
90
shares
|
$14,098
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
84
shares
|
$13,158
0.0% of portfolio
|
Q4 2024
Added 71.43%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
50
shares
|
$7,832
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
39
shares
|
$6,109
0.0% of portfolio
|
Q3 2025
Reduced 90.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
34
shares
|
$5,326
0.0% of portfolio
|
Q2 2025
Reduced 77.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16
shares
|
$2,506
0.0% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
6
shares
|
$939
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|