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First Trust Mult Cap Grwth Alp Fnd shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in First Trust Mult Cap Grwth Alp Fnd

Tip: Access up to 7 years of quarterly data

All positions including First Trust Mult Cap Grwth Alp Fnd held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Trust Mult Cap Grwth Alp Fnd by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $14k 72 199.97

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View all positions for Cape Investment Advisory

Top funds holding First Trust Mult Cap Grwth Alp Fnd

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial
Commonwealth Equity Services
Jones Financial Companies, L.L
Goldman Sachs Group
Advisor Group Holdings
Branch Banking & Trust Company
Virtu Financial
Plotkin Financial Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Cornerstone Wealth Management

View all funds holding First Trust Mult Cap Grwth Alp Fnd