Who owns First Trust Mult Cap Grwth Alp Fnd?

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

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Top investors of First Trust Mult Cap Grwth Alp Fnd stock

Who bought or sold First Trust Mult Cap Grwth Alp Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 202k $30M 100% Jun 2025
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Wells Fargo & Company 130k $21M 5% Sep 2025
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LPL Financial 126k $20M 24% Sep 2025
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Raymond James Financial 118k $19M -13% Sep 2025
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Commonwealth Equity Services 59k $9.5M -9% Sep 2025
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Branch Banking & Trust Company 51k $8.2M 5% Sep 2025
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Goldman Sachs Group 50k $8.0M 0% Sep 2025
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Advisor Group Holdings 48k $7.8M 947% Sep 2025
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Plotkin Financial Advisors 46k $7.3M 0% Sep 2025
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Susquehanna International 35k $5.7M 17% Sep 2025
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RPg Family Wealth Advisory 33k $5.2M 0% Sep 2025
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Royal Bank of Canada 27k $4.4M 8% Sep 2025
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Synergy Investment Management 26k $4.2M 100% Sep 2025
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Creative Planning 25k $4.1M -9% Sep 2025
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Wealth Management Partners 25k $4.0M 3% Sep 2025
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Geneos Wealth Management 22k $3.5M 5% Sep 2025
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Citadel Advisors 20k $3.2M 676% Sep 2025
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Envestnet Asset Management 17k $2.6M 12% Sep 2025
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Private Advisor 14k $2.3M 1% Sep 2025
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Baird Financial 14k $2.3M -1% Sep 2025
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WCG Wealth Advisors 14k $2.2M 1% Sep 2025
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UBS Group 13k $2.0M -11% Sep 2025
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Jones Financial Companies, L.L 12k $2.0M 12% Sep 2025
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Stifel Financial 11k $1.8M 2% Sep 2025
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Cambridge Investment Research Advisors 11k $1.7M 8% Sep 2025
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Stonebridge Financial Planning Group 10k $1.6M -3% Sep 2025
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Cetera Investment Advisers 10k $1.6M 14% Sep 2025
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Fifth Third Securities 10k $1.6M -4% Sep 2025
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626 Financial 9.3k $1.5M -3% Sep 2025
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Kestra Advisory Services 8.9k $1.4M 44% Sep 2025
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IFP Advisors 6.9k $1.1M -1% Sep 2025
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Certified Advisory Corp 6.3k $1.0M -2% Sep 2025
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Nova Wealth Management 5.7k $909k 50% Sep 2025
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Proactive Wealth Strategies 5.3k $854k 0% Sep 2025
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Private Advisory 5.3k $845k 100% Sep 2025
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Apeiron RIA 5.2k $843k 1% Sep 2025
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Golden State Wealth Management 5.2k $830k 0% Sep 2025
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Willner & Heller 5.1k $817k 0% Sep 2025
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Nwam 3.9k $618k 0% Sep 2025
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Aviance Capital Partners 3.0k $478k 0% Sep 2025
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L Roy Papp & Associates 2.6k $417k 0% Sep 2025
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Global Retirement Partners 2.5k $396k -2% Sep 2025
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Resources Investment Advisors 2.4k $384k 1% Sep 2025
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Gateway Wealth Partners 2.2k $354k -8% Sep 2025
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QTR Family Wealth 2.1k $332k -5% Sep 2025
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Wealth Enhancement Advisory Services 1.9k $313k -10% Sep 2025
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Janney Montgomery Scott 1.9k $305k -3% Sep 2025
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PFG Advisors 1.8k $291k -12% Sep 2025
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Hartland & Co 1.6k $262k 0% Sep 2025
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1st Source Bank 1.6k $258k 0% Sep 2025
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Tcfg Wealth Management 1.5k $242k 0% Sep 2025
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Advyzon Investment Management 1.5k $242k 100% Sep 2025
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Truefg 1.5k $237k -17% Sep 2025
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Betterment 1.4k $223k 0% Sep 2025
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Thoroughbred Financial Services 1.3k $216k 100% Sep 2025
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Equitable Holdings 1.3k $212k 100% Sep 2025
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IFG Advisory 1.3k $210k 100% Sep 2025
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Farther Finance Advisors 1.3k $210k 558% Sep 2025
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Ameritas Advisory Services 1.2k $198k 70% Sep 2025
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Northwestern Mutual Wealth Management Company 972.00 $156k -29% Sep 2025
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CWM 897.00 $144k -56% Sep 2025
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Smartleaf Asset Management 750.00 $120k 0% Sep 2025
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Rockefeller Capital Management 500.00 $80k 100% Sep 2025
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FMR 427.00 $69k 20% Sep 2025
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Us Bancorp 384.00 $62k 100% Sep 2025
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Principal Securities 373.00 $60k 196% Sep 2025
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CoreCap Advisors 250.00 $40k 0% Sep 2025
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O'shaughnessy Asset Management 243.00 $39k 0% Sep 2025
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Harbour Investments 211.00 $34k 0% Sep 2025
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Hanson McClain Advisors 200.00 $32k -25% Sep 2025
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Nbc Securities 170.00 $27k -96% Sep 2025
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William Blair $ Company 115.00 $19k 25% Sep 2025
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Brian McDonald 92.00 $15k -12% Sep 2025
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Sound Income Strategies 90.00 $15k 0% Sep 2025
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Ronald Blue Trust 84.00 $14k 0% Sep 2025
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Jpmorgan Chase & Co 39.00 $0 -90% Sep 2025
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Goss Wealth Management 34.00 $5.5k 0% Sep 2025
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Steward Partners Investment Advisory 16.00 $2.6k 0% Sep 2025
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Russell Investments 6.00 $963.000000 -25% Sep 2025
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Who sold out of First Trust Mult Cap Grwth Alp Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Two Sigma Investments Jun 2025 5.5k $808k
Virtu Financial Jun 2025 2.6k $385k
Flaharty Asset Management Mar 2025 1.1k $148k
Thurston, Springer, Miller, Herd & Titak Jun 2025 699.00 $103k
Legend Financial Advisors Jun 2025 50.00 $7.3k