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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

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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

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Quarterly reported holdings in First Trust Mult Cap Grwth Alp Fnd by Willner & Heller

Quarter filed Position value Share count Share price at filing
2023-12-31 $453k 4.0k 112.27
2022-12-31 $293k 3.1k 94.83

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View all positions for Willner & Heller

Top funds holding First Trust Mult Cap Grwth Alp Fnd

Raymond James Financial Services Advisors
Commonwealth Equity Services
Goldman Sachs Group
Branch Banking & Trust Company
Royal Bank of Canada
Bank of America Corporation
Kowal Investment Group
Wealth Management Partners
D.A. Davidson & Co.
Baird Financial
Raymond James & Associates
Private Advisor
Wells Fargo & Company
Stonebridge Financial Planning Group
UBS Group

View all funds holding First Trust Mult Cap Grwth Alp Fnd