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First Trust Mult Cap Grwth Alp Fnd shares owned by Legacy Wealth Managment

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

Historical chart of Legacy Wealth Managment 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 Legacy Wealth Managment 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 Legacy Wealth Managment

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.3k 46 158.93

More positions owned by Legacy Wealth Managment

Simplify Exchange Traded Fun Ancorato Target (XXV)
NeoVo (NEOV)
Streamex Corp Call Call Option (Principal) (STEX)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Ishares Tr Ultra Short Dur (ICSH)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
First Tr Exchange-traded First Tr Enh New (FTSM)
Proshares Tr Bitcoin Etf (BITO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Eagle Pt Cr (ECC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Legacy Wealth Managment

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