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First Trust Mult Cap Grwth Alp Fnd shares owned by Private Wealth Asset Management

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

Historical chart of Private Wealth Asset Management 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 Private Wealth Asset Management 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 Private Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $82k 410 199.97

More positions owned by Private Wealth Asset Management

Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH)
Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR)
Apple (AAPL)
First Tr Exchange-traded Fd Vi Smid Risng Etf Smid Risng Etf (SDVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Com Usd0.0033 Class B Cl B New (BRK.B)
Ssga Active Trust State Street Multi-asset Real Return Etf St Str Real Etf (RLY)
Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR)
Caterpillar (CAT)
Vanguard Real Estate Etf Real Estate Etf (VNQ)
Eli Lilly & Co. (LLY)
Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT)

View all positions for Private Wealth Asset Management

Top funds holding First Trust Mult Cap Grwth Alp Fnd

LPL Financial
Morgan Stanley
Wells Fargo & Company
Raymond James Financial
Commonwealth Equity Services
Jones Financial Companies, L.L
Goldman Sachs Group
Advisor Group Holdings
Branch Banking & Trust Company
Virtu Financial
Plotkin Financial Advisors
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Kestra Advisory Services
Cornerstone Wealth Management

View all funds holding First Trust Mult Cap Grwth Alp Fnd