Who owns First Trust Mult Cap Grwth Alp Fnd?
- Ticker: FAD
- CUSIP Number: 33733F101
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Mult Cap Grwth Alp Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Mult Cap Grwth Alp Fnd stock
Who bought or sold First Trust Mult Cap Grwth Alp Fnd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors | 106k | $13M | 20% | Mar 2024 |
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| LPL Financial | 81k | $10M | 17% | Mar 2024 |
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| Commonwealth Equity Services | 79k | $9.8M | -3% | Mar 2024 |
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| Morgan Stanley | 70k | $8.8M | 22% | Mar 2024 |
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| Goldman Sachs Group | 55k | $6.8M | 0% | Mar 2024 |
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| Branch Banking & Trust Company | 38k | $4.7M | -2% | Mar 2024 |
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| Royal Bank of Canada | 34k | $4.0M | -5% | Mar 2024 |
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| Bank of America Corporation | 28k | $3.5M | 1% | Mar 2024 |
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| Kowal Investment Group | 27k | $3.4M | 1% | Mar 2024 |
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| Wealth Management Partners | 22k | $2.7M | 0% | Mar 2024 |
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| Baird Financial | 19k | $2.1M | 67% | Dec 2023 |
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| Raymond James & Associates | 16k | $2.0M | -15% | Mar 2024 |
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| Private Advisor | 16k | $2.0M | 3% | Mar 2024 |
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| Wells Fargo & Company | 16k | $2.0M | 10% | Mar 2024 |
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| Citadel Advisors | 14k | $1.7M | 100% | Mar 2024 |
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| UBS Group | 14k | $1.7M | 19% | Mar 2024 |
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| Stonebridge Financial Planning Group | 12k | $1.5M | -5% | Mar 2024 |
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| Susquehanna International | 12k | $1.4M | -65% | Mar 2024 |
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| 626 Financial | 11k | $1.4M | -1% | Mar 2024 |
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| RPg Family Wealth Advisory | 10k | $1.3M | 1% | Mar 2024 |
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| IFP Advisors | 7.1k | $796k | -2% | Dec 2023 |
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| Apeiron RIA | 7.1k | $878k | 0% | Mar 2024 |
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| Advisor Group Holdings | 6.2k | $770k | 7% | Mar 2024 |
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| Geneos Wealth Management | 6.0k | $742k | -2% | Mar 2024 |
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| Stifel Financial | 5.5k | $689k | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 5.5k | $688k | 5% | Mar 2024 |
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| Nbc Securities | 4.5k | $555k | -2% | Mar 2024 |
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| Nwam | 4.0k | $492k | 0% | Mar 2024 |
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| Willner & Heller | 4.0k | $453k | 100% | Dec 2023 |
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| Prospera Financial Services | 4.0k | $453k | -3% | Dec 2023 |
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| Lakeview Capital Partners | 2.7k | $333k | 20% | Mar 2024 |
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| L Roy Papp & Associates | 2.6k | $323k | 0% | Mar 2024 |
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| Global Retirement Partners | 2.4k | $299k | -2% | Mar 2024 |
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| Kestra Advisory Services | 2.4k | $269k | -2% | Dec 2023 |
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| International Assets Investment Management | 2.2k | $270k | -4% | Mar 2024 |
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| CWM | 2.0k | $252k | 0% | Mar 2024 |
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| Wilbanks Smith & Thomas Asset Management | 2.0k | $250k | 0% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 1.9k | $237k | 100% | Mar 2024 |
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| 1st Source Bank | 1.6k | $200k | -29% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 1.2k | $154k | -9% | Mar 2024 |
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| Smartleaf Asset Management | 750.00 | $85k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 408.00 | $51k | 133% | Mar 2024 |
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| Spire Wealth Management | 401.00 | $50k | 0% | Mar 2024 |
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| FMR | 172.00 | $21k | 0% | Mar 2024 |
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| Harbour Investments | 170.00 | $19k | -99% | Dec 2023 |
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| ICA Group Wealth Management | 150.00 | $19k | 0% | Mar 2024 |
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| Sound Income Strategies | 90.00 | $11k | 100% | Mar 2024 |
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| Principal Securities | 75.00 | $9.3k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 59.00 | $7.4k | 2% | Mar 2024 |
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| Goss Wealth Management | 34.00 | $4.2k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 19.00 | $2.4k | 0% | Mar 2024 |
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Who sold out of First Trust Mult Cap Grwth Alp Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| D.A. Davidson & Co. | Dec 2023 | 19k | $2.1M |
| Virtu Financial | Sep 2023 | 5.6k | $561k |
| Envestnet Asset Management | Sep 2023 | 3.1k | $311k |
| Ameritas Advisory Services | Sep 2023 | 2.1k | $208k |
| Flaharty Asset Management | Sep 2023 | 1.4k | $140k |
| Advisors Preferred | Dec 2023 | 128.00 | $14k |