First Trust Mult Cap Grwth Alp Fnd shares owned by Willner & Heller
Quarter-by-quarter ownership of First Trust Mult Cap Grwth Alp Fnd (FAD) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller 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 Willner & Heller consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in First Trust Mult Cap Grwth Alp Fnd by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $817k | 5.1k | 160.55 |
| 2025-06-30 | $745k | 5.1k | 146.81 |
| 2025-03-31 | $619k | 4.8k | 129.37 |
| 2024-12-31 | $545k | 3.9k | 138.20 |
| 2024-09-30 | $523k | 3.9k | 133.60 |
| 2024-06-30 | $463k | 3.8k | 123.11 |
| 2024-03-31 | $503k | 4.0k | 124.60 |
| 2023-12-31 | $453k | 4.0k | 112.27 |
| 2022-12-31 | $293k | 3.1k | 94.83 |
Top funds holding First Trust Mult Cap Grwth Alp Fnd
View all funds holding First Trust Mult Cap Grwth Alp Fnd