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First Trust Mult Cap Grwth Alp Fnd shares owned by Summit Investment Advisors

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

Historical chart of Summit Investment Advisors 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 Summit Investment 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 Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $41k 204 200.04

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View all positions for Summit Investment Advisors

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