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
Raymond James Financial 62k $5.5M -1% Dec 2025
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Morgan Stanley 62k $5.8M -4% Mar 2026
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LPL Financial 56k $5.2M 22% Mar 2026
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Wells Fargo & Company 45k $4.3M 30% Mar 2026
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Advisor Group Holdings 43k $3.8M 10% Dec 2025
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626 Financial 36k $3.4M 0% Mar 2026
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Citadel Advisors 33k $3.1M 288% Mar 2026
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Royal Bank of Canada 33k $3.1M -2% Mar 2026
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Goldman Sachs Group 22k $2.1M -1% Mar 2026
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Baird Financial 21k $1.9M -1% Dec 2025
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Stifel Financial 19k $1.8M -2% Mar 2026
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Commonwealth Equity Services 18k $1.7M -8% Mar 2026
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Proactive Wealth Strategies 16k $1.5M 101% Mar 2026
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PFG Advisors 14k $1.3M 0% Mar 2026
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Susquehanna International 14k $1.2M -57% Dec 2025
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Private Advisor 11k $988k 0% Mar 2026
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Harbour Investments 9.3k $883k 31% Mar 2026
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Quad-Cities Investment Group 8.8k $835k -1% Mar 2026
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Rockefeller Capital Management 7.8k $737k -11% Mar 2026
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Cambridge Investment Research Advisors 7.5k $708k -3% Mar 2026
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Principal Securities 7.4k $704k -34% Mar 2026
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Janney Montgomery Scott 7.3k $692k 0% Mar 2026
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Streettalk Advisors 7.3k $690k 0% Mar 2026
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UBS Group 7.2k $679k 16% Mar 2026
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Cetera Investment Advisers 6.9k $649k 3% Mar 2026
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Capital Investment Advisory Services 6.6k $621k -1% Mar 2026
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D.A. Davidson & Co. 5.8k $548k 0% Mar 2026
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Cottonwood Capital Advisors 4.9k $459k 0% Mar 2026
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Stratos Wealth Partners 4.7k $443k 0% Mar 2026
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PFG Investments 4.4k $412k 0% Mar 2026
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Branch Banking & Trust Company 4.1k $390k -3% Mar 2026
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HFG Advisors 4.1k $387k 0% Mar 2026
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Envestnet Asset Management 4.1k $387k -3% Mar 2026
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Jones Financial Companies, L.L 4.0k $352k -2% Dec 2025
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Tcfg Wealth Management 3.6k $341k 0% Mar 2026
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TCFG Investment Advisors 3.6k $341k 100% Mar 2026
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Virtu Financial 3.4k $302k 29% Dec 2025
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Apeiron RIA 3.2k $305k -1% Mar 2026
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Creative Planning 3.2k $302k 0% Mar 2026
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Pacific Sun Financial Corp 3.1k $294k 0% Mar 2026
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Kestra Advisory Services 2.3k $221k 25% Mar 2026
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Hartland & Co 2.3k $219k 0% Mar 2026
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Moors & Cabot 2.3k $213k 0% Mar 2026
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Centaurus Financial 1.1k $105k 100% Mar 2026
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Golden State Wealth Management 985.00 $93k 0% Mar 2026
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Sound Income Strategies 811.00 $77k -9% Mar 2026
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Northwestern Mutual Wealth Management Company 809.00 $77k 0% Mar 2026
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FMR 789.00 $70k 0% Dec 2025
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IFP Advisors 697.00 $66k 0% Mar 2026
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Hilton Head Capital Partners 600.00 $57k 100% Mar 2026
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Parkside Financial Bank & Trust 600.00 $57k 0% Mar 2026
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Anchor Investment Management 350.00 $33k 100% Mar 2026
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Trust Co Of Toledo Na 348.00 $33k 0% Mar 2026
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Nbc Securities 319.00 $30k 0% Mar 2026
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International Assets Investment Management 280.00 $27k 0% Mar 2026
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Geneos Wealth Management 246.00 $23k -21% Mar 2026
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Parallel Advisors 184.00 $17k 0% Mar 2026
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Citigroup 151.00 $14k 100% Mar 2026
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Godfrey Financial Associates 100.00 $9.5k 100% Mar 2026
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Ubs Global Asset Management Americas 100.00 $9.5k 100% Mar 2026
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Pnc Financial Services 98.00 $9.3k 0% Mar 2026
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SRS Capital Advisors 75.00 $7.1k 0% Mar 2026
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Hanson McClain Advisors 70.00 $6.2k 0% Dec 2025
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Larson Financial Group 42.00 $3.7k 0% Dec 2025
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AdvisorNet Financial 37.00 $3.5k 0% Mar 2026
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Russell Investments 20.00 $1.9k 0% Mar 2026
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Western Wealth Management 17.00 $1.6k 100% Mar 2026
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Global Retirement Partners 15.00 $1.3k -65% Dec 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
GPS Wealth Strategies Group Sep 2025 2.4k $210k
Jpmorgan Chase & Co Sep 2025 700.00 $61k
Goss Wealth Management Dec 2025 320.00 $29k
Advisory Services Network Sep 2025 185.00 $16k
Us Bancorp Sep 2025 175.00 $15k