Ethos Financial Group »

First Trust Mult Cap Grwth Alp Fnd shares owned by Ethos Financial Group

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Ethos Financial Group from 13F filings

Historical chart of Ethos Financial Group 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 Ethos Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in First Trust Mult Cap Grwth Alp Fnd by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $212k 1.3k 158.92
2024-09-30 $230k 1.7k 133.57

More positions owned by Ethos Financial Group

Schwab U.S. Broad Market Etf Etf (SCHB)
Relative Sentiment Tactical Allocation Etf Etf (MOOD)
Alpha Architect 1-3 Month Box Etf Etf (BOXX)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard S&P 500 Etf Etf (VOO)
Vanguard Total World Stock Etf Etf (VT)
Schwab U.S. Large-Cap Etf Etf (SCHX)
Schwab U.S. Large-Cap Growth Etf Etf (SCHG)
Ishares Tips Bond Etf Etf (TIP)
Apple (AAPL)
Schwab Us Large Cap Value Etf Etf (SCHV)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
State Street Energy Select Sector Spdr Etf Etf (XLE)
Ishares Msci Eafe Etf Etf (EFA)
Select Sector Spdr Tr Etf (XLU)

View all positions for Ethos Financial Group

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Morgan Stanley
LPL Financial
Wells Fargo & Company
Raymond James Financial
Commonwealth Equity Services
Goldman Sachs Group
Branch Banking & Trust Company
Advisor Group Holdings
Plotkin Financial Advisors
Bank of America Corporation
Royal Bank of Canada
RPg Family Wealth Advisory
Kestra Advisory Services
Synergy Investment Management
Wedbush Morgan Securities

View all funds holding First Trust Mult Cap Grwth Alp Fnd