Purchases and Sales Made in Q3 2025 in First Tr Multi Cap Growth Alph (FAD)
This table provides information about the institutional ownership of First Tr Multi Cap Growth Alph (FAD) during Q3 2025. The information is specifically focused on institutions that hold shares of FIRST TR MULTI CAP GROWTH ALPH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.9K+ 46.39% |
$13.7M - $15.3M
|
296K
$46.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
43.7K+ 947.24% |
$6.38M - $7.11M
|
48.4K
$7.57M
|
|
|
Nov 07, 2025
Q3 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
26.3KNew |
$3.83M - $4.27M
|
26.3K
$4.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.6K+ 24.11% |
$3.58M - $3.99M
|
126K
$19.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.4K+ 675.62% |
$2.54M - $2.83M
|
20K
$3.13M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.44K+ 5.2% |
$940K - $1.05M
|
130K
$20.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.26KNew |
$768K - $855K
|
5.26K
$825K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.11K+ 16.84% |
$745K - $830K
|
35.4K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71K+ 43.81% |
$395K - $440K
|
8.88K
$1.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
2.48K+ 5.09% |
$361K - $403K
|
51.1K
$8.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.96K+ 7.78% |
$285K - $318K
|
27.1K
$4.25M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
1.89K+ 50.09% |
$276K - $307K
|
5.66K
$887K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.75K+ 11.87% |
$255K - $285K
|
16.5K
$2.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.51KNew |
$220K - $245K
|
1.51K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.35KNew |
$197K - $219K
|
1.35K
$211K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32KNew |
$193K - $215K
|
1.32K
$207K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.31KNew |
$191K - $213K
|
1.31K
$205K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3K+ 11.67% |
$190K - $211K
|
12.4K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.23K+ 14.03% |
$180K - $200K
|
10K
$1.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.11K+ 557.79% |
$162K - $180K
|
1.31K
$205K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02K+ 4.96% |
$149K - $166K
|
21.6K
$3.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
795+ 7.99% |
$116K - $129K
|
10.8K
$1.68M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
705+ 2.94% |
$103K - $115K
|
24.7K
$3.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
505+ 69.66% |
$73.7K - $82.1K
|
1.23K
$193K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
500New |
$72.9K - $81.2K
|
500
$78.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
384New |
$56K - $62.4K
|
384
$60.2K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
247+ 196.03% |
$36K - $40.1K
|
373
$58.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
223+ 2.07% |
$32.5K - $36.2K
|
11K
$1.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
203+ 1.49% |
$29.6K - $33K
|
13.9K
$2.17M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
137+ 0.98% |
$20K - $22.3K
|
14.1K
$2.21M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
116+ 0.36% |
$16.9K - $18.8K
|
32.6K
$5.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
101+ 202.0% |
$14.7K - $16.4K
|
151
$23.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
48+ 0.93% |
$7K - $7.8K
|
5.22K
$818K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
31+ 1.31% |
$4.52K - $5.04K
|
2.39K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
30+ 0.07% |
$4.38K - $4.87K
|
45.6K
$7.15M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
23+ 25.0% |
$3.36K - $3.74K
|
115
$18K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
16+ 0.32% |
$2.33K - $2.6K
|
5.09K
$797K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3+ 0.06% |
$438 - $487
|
5.32K
$834K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-2- 25.0% |
$292 - $325
|
6
$940
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-8- 0.15% |
$1.17K - $1.3K
|
5.17K
$810K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-12- 11.54% |
$1.75K - $1.95K
|
92
$14.4K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-49- 0.71% |
$7.15K - $7.96K
|
6.89K
$1.08M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-52- 2.07% |
$7.59K - $8.45K
|
2.47K
$386K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-62- 3.16% |
$9.04K - $10.1K
|
1.9K
$298K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-65- 24.53% |
$9.48K - $10.6K
|
200
$31.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-102- 1.6% |
$14.9K - $16.6K
|
6.28K
$984K
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-105- 4.84% |
$15.3K - $17.1K
|
2.07K
$324K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-117- 0.82% |
$17.1K - $19K
|
14.1K
$2.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-194- 8.08% |
$28.3K - $31.5K
|
2.21K
$346K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-204- 9.51% |
$29.8K - $33.1K
|
1.94K
$304K
|
|