Who owns First Trust Mult Cap Val Alpha Fnd?

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Analyze quarterly positions in First Trust Mult Cap Val Alpha Fnd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of First Trust Mult Cap Val Alpha Fnd stock

Who bought or sold First Trust Mult Cap Val Alpha Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 64k $5.2M 100% Jun 2025
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Raymond James Financial 62k $5.4M 1% Sep 2025
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LPL Financial 46k $4.0M -10% Sep 2025
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Advisor Group Holdings 39k $3.4M 13% Sep 2025
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Wells Fargo & Company 37k $3.2M -3% Sep 2025
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626 Financial 37k $3.2M -6% Sep 2025
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Royal Bank of Canada 34k $2.9M 1% Sep 2025
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Susquehanna International 32k $2.8M -8% Sep 2025
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Goldman Sachs Group 23k $2.0M 3% Sep 2025
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Baird Financial 22k $1.9M -1% Sep 2025
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Stifel Financial 20k $1.8M 0% Sep 2025
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Commonwealth Equity Services 20k $1.7M 0% Sep 2025
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Principal Securities 17k $1.5M -8% Sep 2025
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PFG Advisors 16k $1.4M 2% Sep 2025
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UBS Group 13k $1.1M -24% Sep 2025
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Private Advisor 11k $948k -4% Sep 2025
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Quad-Cities Investment Group 9.0k $789k 1% Sep 2025
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Rockefeller Capital Management 8.7k $763k 100% Sep 2025
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Proactive Wealth Strategies 8.1k $703k 0% Sep 2025
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Harbour Investments 7.5k $655k 0% Sep 2025
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Janney Montgomery Scott 7.3k $639k -1% Sep 2025
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Streettalk Advisors 7.2k $632k 0% Sep 2025
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Cambridge Investment Research Advisors 7.1k $620k -8% Sep 2025
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Capital Investment Advisory Services 6.8k $594k -1% Sep 2025
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Cetera Investment Advisers 6.4k $562k 5% Sep 2025
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Citadel Advisors 6.3k $548k 3% Sep 2025
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Stratos Wealth Partners 6.2k $538k 0% Sep 2025
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D.A. Davidson & Co. 5.8k $506k 0% Sep 2025
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Envestnet Asset Management 5.4k $475k 6% Sep 2025
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Branch Banking & Trust Company 5.2k $457k 20% Sep 2025
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Cottonwood Capital Advisors 4.9k $424k 0% Sep 2025
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HFG Advisors 4.1k $357k 0% Sep 2025
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PFG Investments 4.1k $357k 0% Sep 2025
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Jones Financial Companies, L.L 4.0k $351k 6% Sep 2025
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Creative Planning 3.7k $323k -7% Sep 2025
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Tcfg Wealth Management 3.6k $314k -3% Sep 2025
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Apeiron RIA 3.3k $281k 0% Sep 2025
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Pacific Sun Financial Corp 3.1k $271k 0% Sep 2025
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Virtu Financial 2.6k $229k 100% Sep 2025
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GPS Wealth Strategies Group 2.4k $210k 3608% Sep 2025
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Hartland & Co 2.3k $202k 100% Sep 2025
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Sontag Advisory 1.9k $166k 100% Sep 2025
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Ameritas Advisory Services 1.4k $125k 268% Sep 2025
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Golden State Wealth Management 985.00 $86k -1% Sep 2025
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Northwestern Mutual Wealth Management Company 801.00 $70k -43% Sep 2025
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FMR 789.00 $69k 0% Sep 2025
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Jpmorgan Chase & Co 700.00 $61k -37% Sep 2025
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IFP Advisors 697.00 $61k 0% Sep 2025
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Geneos Wealth Management 628.00 $55k 0% Sep 2025
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Parkside Financial Bank & Trust 600.00 $52k 0% Sep 2025
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Trust Co Of Toledo Na 348.00 $30k 0% Sep 2025
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Goss Wealth Management 320.00 $28k 0% Sep 2025
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Nbc Securities 319.00 $28k -97% Sep 2025
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Advisory Services Network 185.00 $16k 100% Sep 2025
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Parallel Advisors 184.00 $16k 0% Sep 2025
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Us Bancorp 175.00 $15k 0% Sep 2025
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Pnc Financial Services 98.00 $8.6k 0% Sep 2025
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Hanson McClain Advisors 70.00 $6.1k 0% Sep 2025
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Global Retirement Partners 43.00 $3.8k 0% Sep 2025
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Larson Financial Group 42.00 $3.7k 0% Sep 2025
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Russell Investments 20.00 $1.7k 0% Sep 2025
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AdvisorNet Financial 17.00 $1.5k 0% Sep 2025
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Who sold out of First Trust Mult Cap Val Alpha Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Northeast Planning Associates, Inc. / Nh / Jun 2025 21k $1.7M
SRS Capital Advisors Jun 2025 75.00 $6.1k