Who owns First Trust Mult Cap Grwth Alp Fnd?
- Ticker: FAD
- CUSIP Number: 33733F101
Tip: Access positions for across all investors
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 | 242k | $41M | -21% | Mar 2026 |
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| LPL Financial | 198k | $32M | 58% | Mar 2026 |
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| Wells Fargo & Company | 175k | $28M | 28% | Mar 2026 |
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| Raymond James Financial | 139k | $22M | 18% | Dec 2025 |
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| Commonwealth Equity Services | 61k | $9.7M | 5% | Mar 2026 |
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| Goldman Sachs Group | 50k | $7.9M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 49k | $7.8M | 5% | Mar 2026 |
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| Advisor Group Holdings | 49k | $7.9M | 1% | Dec 2025 |
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| Plotkin Financial Advisors | 45k | $7.1M | -1% | Mar 2026 |
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| Bank of America Corporation | 42k | $6.6M | 100% | Mar 2026 |
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| Royal Bank of Canada | 34k | $5.4M | 26% | Mar 2026 |
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| RPg Family Wealth Advisory | 32k | $5.1M | -3% | Dec 2025 |
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| Kestra Advisory Services | 31k | $5.0M | 254% | Mar 2026 |
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| Synergy Investment Management | 27k | $4.3M | 1% | Dec 2025 |
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| Wedbush Morgan Securities | 25k | $4.0M | -4% | Mar 2026 |
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| Wealth Management Partners | 25k | $4.0M | 0% | Mar 2026 |
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| Envestnet Asset Management | 25k | $3.9M | 75% | Mar 2026 |
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| Creative Planning | 24k | $3.9M | -4% | Mar 2026 |
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| Cambridge Investment Research Advisors | 24k | $3.7M | 88% | Mar 2026 |
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| Geneos Wealth Management | 23k | $3.7M | 7% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 21k | $3.3M | 44% | Mar 2026 |
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| UBS Group | 18k | $2.8M | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 17k | $2.8M | 39% | Dec 2025 |
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| Private Advisor | 14k | $2.3M | 0% | Mar 2026 |
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| Cetera Investment Advisers | 14k | $2.2M | 25% | Mar 2026 |
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| Baird Financial | 14k | $2.2M | -2% | Dec 2025 |
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| WCG Wealth Advisors | 14k | $2.2M | 2% | Mar 2026 |
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| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14k | $2.2M | 100% | Mar 2026 |
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| Stifel Financial | 13k | $2.1M | 3% | Mar 2026 |
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| Proactive Wealth Strategies | 11k | $1.7M | 100% | Mar 2026 |
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| Stonebridge Financial Planning Group | 11k | $1.7M | 1% | Mar 2026 |
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| Fifth Third Securities | 10k | $1.6M | -6% | Mar 2026 |
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| 626 Financial | 9.5k | $1.5M | 4% | Mar 2026 |
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| Stonebridge Financial Group, LLC / MO | 9.4k | $1.5M | 24% | Mar 2026 |
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| J.w. Cole Advisors | 8.7k | $1.4M | 100% | Mar 2026 |
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| Advyzon Investment Management | 8.6k | $1.4M | 6% | Mar 2026 |
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| Vantus Wealth | 8.3k | $1.3M | 100% | Dec 2025 |
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| Susquehanna International | 7.1k | $1.2M | -80% | Dec 2025 |
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| Nova Wealth Management | 6.5k | $1.0M | 10% | Mar 2026 |
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| Willner & Heller | 6.5k | $1.0M | 8% | Mar 2026 |
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| Certified Advisory Corp | 6.5k | $1.0M | 6% | Mar 2026 |
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| IFP Advisors | 6.4k | $1.0M | 2% | Mar 2026 |
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| Virtu Financial | 5.9k | $959k | 100% | Dec 2025 |
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| Golden State Wealth Management | 5.1k | $803k | 0% | Mar 2026 |
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| Independent Financial Group | 5.0k | $790k | 11% | Mar 2026 |
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| Apeiron RIA | 4.9k | $771k | -5% | Mar 2026 |
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| TrueWealth Advisors | 4.7k | $751k | 100% | Mar 2026 |
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| Sanctuary Advisors | 4.2k | $661k | -1% | Mar 2026 |
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| Gateway Wealth Partners | 3.4k | $546k | 57% | Mar 2026 |
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| Merit Financial Group | 3.4k | $533k | 100% | Mar 2026 |
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| Aviance Capital Partners | 3.0k | $473k | 0% | Mar 2026 |
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| Oppenheimer & Co | 2.9k | $455k | 8% | Mar 2026 |
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| Nwam | 2.8k | $445k | -31% | Mar 2026 |
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| Mml Investors Services | 2.7k | $430k | 100% | Mar 2026 |
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| L Roy Papp & Associates | 2.6k | $413k | 0% | Mar 2026 |
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| Belpointe Asset Management | 2.4k | $386k | 100% | Mar 2026 |
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| Fortis Capital Advisors | 2.4k | $386k | 100% | Mar 2026 |
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| Global Retirement Partners | 2.3k | $379k | -5% | Dec 2025 |
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| QTR Family Wealth | 2.2k | $381k | 6% | Mar 2026 |
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| Janney Montgomery Scott | 1.9k | $307k | -80% | Mar 2026 |
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| Parkway Wealth Management Group | 1.9k | $325k | 0% | Mar 2026 |
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| PFG Advisors | 1.9k | $300k | 2% | Mar 2026 |
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| Harbour Investments | 1.9k | $298k | 788% | Mar 2026 |
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| Hartland & Co | 1.6k | $260k | 0% | Mar 2026 |
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| 1st Source Bank | 1.6k | $255k | 0% | Mar 2026 |
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| Tcfg Wealth Management | 1.5k | $240k | 0% | Mar 2026 |
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| TCFG Investment Advisors | 1.5k | $240k | 100% | Mar 2026 |
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| Truefg | 1.5k | $234k | 0% | Mar 2026 |
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| Equitable Holdings | 1.4k | $232k | 5% | Mar 2026 |
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| Resources Investment Advisors | 1.4k | $216k | -6% | Mar 2026 |
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| Thoroughbred Financial Services | 1.3k | $214k | 0% | Mar 2026 |
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| Ethos Financial Group | 1.3k | $212k | 100% | Mar 2026 |
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| Farther Finance Advisors | 1.3k | $210k | 0% | Mar 2026 |
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| Serenity Investment Advisors | 1.1k | $200k | 100% | Mar 2026 |
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| CWM | 897.00 | $145k | 0% | Dec 2025 |
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| International Assets Investment Management | 884.00 | $142k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 829.00 | $132k | -1% | Mar 2026 |
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| Smartleaf Asset Management | 750.00 | $115k | 0% | Mar 2026 |
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| Western Wealth Management | 516.00 | $82k | 100% | Mar 2026 |
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| Goss Wealth Management | 484.00 | $77k | 0% | Mar 2026 |
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| Advocate Investing Services | 434.00 | $69k | 100% | Mar 2026 |
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| FMR | 427.00 | $69k | 0% | Dec 2025 |
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| Sound Income Strategies | 416.00 | $67k | -10% | Mar 2026 |
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| Us Bancorp | 389.00 | $63k | 1% | Dec 2025 |
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| Cullen Frost Bankers | 317.00 | $50k | -12% | Mar 2026 |
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| Creative Financial Designs | 304.00 | $48k | 100% | Mar 2026 |
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| O'shaughnessy Asset Management | 243.00 | $39k | 0% | Mar 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 231.00 | $37k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 200.00 | $32k | 0% | Dec 2025 |
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| Nbc Securities | 170.00 | $27k | 0% | Mar 2026 |
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| Godfrey Financial Associates | 147.00 | $23k | 100% | Mar 2026 |
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| N.E.W. Advisory Services | 138.00 | $22k | 0% | Mar 2026 |
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| William Blair $ Company | 115.00 | $18k | 0% | Mar 2026 |
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| BlackRock | 103.00 | $16k | 100% | Mar 2026 |
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| Brian McDonald | 92.00 | $15k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 88.00 | $14k | 100% | Mar 2026 |
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| Ronald Blue Trust | 84.00 | $13k | 0% | Mar 2026 |
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| SRS Capital Advisors | 58.00 | $9.3k | 100% | Mar 2026 |
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| Citigroup | 50.00 | $7.9k | 100% | Mar 2026 |
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| Legacy Wealth Managment | 46.00 | $7.3k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 16.00 | $2.5k | 0% | Mar 2026 |
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| Russell Investments | 6.00 | $954.000000 | 0% | Mar 2026 |
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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 |
|---|---|---|---|
| Keystone Wealth Services | Dec 2025 | 54k | $6.8M |
| Private Advisory | Dec 2025 | 5.7k | $923k |
| Wealth Enhancement Advisory Services | Dec 2025 | 1.9k | $321k |
| Pensionmark Financial Group | Dec 2025 | 1.8k | $291k |
| Betterment | Sep 2025 | 1.4k | $223k |
| IFG Advisory | Dec 2025 | 1.3k | $212k |
| Zacks Investment Management | Dec 2025 | 1.2k | $201k |
| Flagship Harbor Advisors | Dec 2025 | 550.00 | $89k |
| Garton & Associates Financial Advisors | Dec 2025 | 309.00 | $51k |
| Jpmorgan Chase & Co | Sep 2025 | 39.00 | $0 |