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
Raymond James Financial 139k $22M 18% Dec 2025
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Wells Fargo & Company 137k $22M 5% Dec 2025
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LPL Financial 125k $20M -1% Dec 2025
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Commonwealth Equity Services 58k $9.4M -2% Dec 2025
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Keystone Wealth Services 54k $6.8M 100% Dec 2025
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Goldman Sachs Group 50k $8.1M 0% Dec 2025
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Advisor Group Holdings 49k $7.9M 1% Dec 2025
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Branch Banking & Trust Company 47k $7.6M -8% Dec 2025
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Plotkin Financial Advisors 45k $7.3M -2% Dec 2025
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RPg Family Wealth Advisory 32k $5.1M -3% Dec 2025
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Royal Bank of Canada 27k $4.4M 8% Sep 2025
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Synergy Investment Management 27k $4.3M 1% Dec 2025
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Wedbush Morgan Securities 26k $4.2M 100% Dec 2025
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Creative Planning 25k $4.1M 0% Dec 2025
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Wealth Management Partners 25k $4.1M 1% Dec 2025
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Geneos Wealth Management 22k $3.6M 2% Dec 2025
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Citadel Advisors 20k $3.2M 676% Sep 2025
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UBS Group 18k $2.9M 40% Dec 2025
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Jones Financial Companies, L.L 17k $2.8M 39% Dec 2025
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Northwestern Mutual Wealth Management Company 15k $2.4M 1404% Dec 2025
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Private Advisor 14k $2.3M 0% Dec 2025
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Envestnet Asset Management 14k $2.3M -14% Dec 2025
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Baird Financial 14k $2.2M -2% Dec 2025
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WCG Wealth Advisors 13k $2.2M -3% Dec 2025
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Stifel Financial 13k $2.1M 15% Dec 2025
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Cambridge Investment Research Advisors 13k $2.0M 16% Dec 2025
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Cetera Investment Advisers 11k $1.8M 12% Dec 2025
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Fifth Third Securities 11k $1.8M 9% Dec 2025
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Stonebridge Financial Planning Group 10k $1.7M 2% Dec 2025
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Janney Montgomery Scott 9.8k $1.6M 418% Dec 2025
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626 Financial 9.1k $1.5M -2% Dec 2025
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Kestra Advisory Services 8.8k $1.4M -1% Dec 2025
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Vantus Wealth 8.3k $1.3M 100% Dec 2025
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Advyzon Investment Management 8.1k $1.3M 438% Dec 2025
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Stonebridge Financial Group, LLC / MO 7.6k $1.2M 100% Dec 2025
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Susquehanna International 7.1k $1.2M -80% Dec 2025
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IFP Advisors 6.3k $1.0M -9% Dec 2025
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Certified Advisory Corp 6.1k $993k -2% Dec 2025
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Willner & Heller 6.0k $976k 18% Dec 2025
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Nova Wealth Management 5.9k $962k 5% Dec 2025
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Virtu Financial 5.9k $959k 100% Dec 2025
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Private Advisory 5.7k $923k 8% Dec 2025
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Proactive Wealth Strategies 5.3k $864k 0% Dec 2025
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Apeiron RIA 5.1k $860k -2% Dec 2025
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Golden State Wealth Management 5.1k $818k -2% Dec 2025
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Sanctuary Advisors 4.2k $679k 2% Dec 2025
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Nwam 4.1k $688k 5% Dec 2025
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Aviance Capital Partners 3.0k $482k 0% Dec 2025
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Oppenheimer & Co 2.6k $428k 100% Dec 2025
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L Roy Papp & Associates 2.6k $420k 0% Dec 2025
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Global Retirement Partners 2.3k $379k -5% Dec 2025
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Gateway Wealth Partners 2.2k $354k -1% Dec 2025
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QTR Family Wealth 2.1k $353k 1% Dec 2025
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Parkway Wealth Management Group 1.9k $311k 100% Dec 2025
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Wealth Enhancement Advisory Services 1.9k $321k -2% Dec 2025
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PFG Advisors 1.8k $299k 2% Dec 2025
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Pensionmark Financial Group 1.8k $291k 100% Dec 2025
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Hartland & Co 1.6k $264k 0% Dec 2025
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1st Source Bank 1.6k $260k 0% Dec 2025
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Tcfg Wealth Management 1.5k $244k 0% Dec 2025
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Truefg 1.5k $239k 0% Dec 2025
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Resources Investment Advisors 1.5k $235k -39% Dec 2025
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Equitable Holdings 1.4k $221k 3% Dec 2025
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Thoroughbred Financial Services 1.3k $218k 0% Dec 2025
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IFG Advisory 1.3k $212k 0% Dec 2025
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Farther Finance Advisors 1.3k $211k -1% Dec 2025
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CWM 897.00 $145k 0% Dec 2025
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International Assets Investment Management 884.00 $143k 100% Dec 2025
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Rockefeller Capital Management 834.00 $135k 67% Dec 2025
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Smartleaf Asset Management 750.00 $123k 0% Dec 2025
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Flagship Harbor Advisors 550.00 $89k 100% Dec 2025
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Goss Wealth Management 484.00 $78k 1324% Dec 2025
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Sound Income Strategies 460.00 $78k 411% Dec 2025
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FMR 427.00 $69k 20% Sep 2025
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Us Bancorp 389.00 $63k 1% Dec 2025
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Cullen Frost Bankers 359.00 $58k 100% Dec 2025
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Garton & Associates Financial Advisors 309.00 $51k 100% Dec 2025
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O'shaughnessy Asset Management 243.00 $39k 0% Dec 2025
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Thurston, Springer, Miller, Herd & Titak 231.00 $37k 100% Dec 2025
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Harbour Investments 211.00 $34k 0% Dec 2025
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Hanson McClain Advisors 200.00 $32k 0% Dec 2025
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Nbc Securities 170.00 $28k 0% Dec 2025
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N.E.W. Advisory Services 138.00 $22k 100% Dec 2025
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William Blair $ Company 115.00 $19k 25% Sep 2025
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Brian McDonald 92.00 $15k 0% Dec 2025
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Ronald Blue Trust 84.00 $14k 0% Dec 2025
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Jpmorgan Chase & Co 39.00 $0 100% Sep 2025
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Steward Partners Investment Advisory 16.00 $2.6k 0% Dec 2025
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Russell Investments 6.00 $970.999800 0% Dec 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
Betterment Sep 2025 1.4k $223k
Ameritas Advisory Services Sep 2025 1.2k $198k
Principal Securities Sep 2025 373.00 $60k
CoreCap Advisors Sep 2025 250.00 $40k