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First Trust Mult Cap Grwth Alp Fnd shares owned by Gallagher Fiduciary Advisors

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Gallagher Fiduciary Advisors from 13F filings

Historical chart of Gallagher Fiduciary Advisors investment in First Trust Mult Cap Grwth Alp Fnd

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All positions including First Trust Mult Cap Grwth Alp Fnd held by Gallagher Fiduciary Advisors 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 Gallagher Fiduciary Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.0M 50k 100.13
2023-06-30 $5.1M 48k 105.52
2023-03-31 $4.5M 46k 97.93

More positions owned by Gallagher Fiduciary Advisors

McDonald's Corporation (MCD)
PG&E Corporation (PCG)
Delta Air Lines Inc Del Com New (DAL)
Cbre Group Cl A (CBRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Franklin Resources (BEN)
American Centy Etf Tr Diversifid Crp (KORP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Ishares Tr 10+ Yr Invst Grd (IGLB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Gallagher Fiduciary Advisors

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Wells Fargo & Company
LPL Financial
Raymond James Financial
Commonwealth Equity Services
Keystone Wealth Services
Goldman Sachs Group
Advisor Group Holdings
Branch Banking & Trust Company
Plotkin Financial Advisors
Susquehanna International
RPg Family Wealth Advisory
Royal Bank of Canada
Synergy Investment Management
Creative Planning
Wealth Management Partners

View all funds holding First Trust Mult Cap Grwth Alp Fnd