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First Trust Mult Cap Grwth Alp Fnd shares owned by Keystone Wealth Services

Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Keystone Wealth Services from 13F filings

Historical chart of Keystone Wealth Services 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 Keystone Wealth Services 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 Keystone Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.8M 54k 125.98

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View all positions for Keystone Wealth Services

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Wells Fargo & Company
LPL Financial
Raymond James Financial
Commonwealth Equity Services
Keystone Wealth Services
Branch Banking & Trust Company
Goldman Sachs Group
Advisor Group Holdings
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