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

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

Historical chart of Pensionmark Financial Group investment in First Trust Mult Cap Grwth Alp Fnd

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $291k 1.8k 161.85

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View all positions for Pensionmark Financial Group

Top funds holding First Trust Mult Cap Grwth Alp Fnd

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

View all funds holding First Trust Mult Cap Grwth Alp Fnd