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First Trust Multi Cap Growth AlphaDEX Fund (FAD) Institutional Ownership

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$118.23
+2.16 (+1.86%)
(As of 04/23/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust Multi Cap Growth AlphaDEX Fund (NASDAQ:FAD)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$58.85M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$3.99M
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FAD Institutional Buying and Selling by Quarter

First Trust Multi Cap Growth AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Raymond James Financial Services Advisors Inc.105,891$13.19M0.0%+20.1%6.832%
4/18/2024Kowal Investment Group LLC27,368$3.41M0.7%+0.6%1.766%
4/11/2024 International Assets Investment Management LLC2,187$270K0.0%-3.9%0.141%
3/6/2024Willner & Heller LLC4,033$453K0.5%N/A0.260%
2/9/2024D.A. Davidson & CO.18,831$2.11M0.0%-4.4%1.215%
2/7/2024 NBC Securities Inc.4,530$508K0.1%+11.9%0.292%
2/6/2024Private Advisor Group LLC15,769$1.77M0.0%+17.7%1.017%
2/5/2024Stonebridge Financial Planning Group LLC12,670$1.42M0.8%-3.8%0.817%
2/2/2024Truist Financial Corp38,870$4.36M0.0%-0.6%2.508%
1/26/2024Geneos Wealth Management Inc.6,109$686K0.0%-3.1%0.394%
1/24/2024 International Assets Investment Management LLC255,392$28.67M0.0%+11,545.8%16.477%
1/23/2024RPg Family Wealth Advisory LLC10,273$1.15M0.4%-3.3%0.663%
1/22/2024Kowal Investment Group LLC27,215$3.06M0.7%-0.6%1.756%
1/18/2024Global Retirement Partners LLC2,445$269K0.0%+40,650.0%0.158%
1/16/2024Raymond James Financial Services Advisors Inc.88,160$9.90M0.0%-9.4%5.688%
1/16/2024Raymond James & Associates19,228$2.16M0.0%-0.6%1.241%
1/12/2024Apeiron RIA LLC7,073$794K0.2%+7.1%0.456%
1/11/2024626 Financial LLC10,946$1.23M0.8%-1.7%0.706%
1/10/2024 Wealth Management Partners LLC21,829$2.45M1.4%-1.2%1.408%
11/16/2023Harbour Investments Inc.26,797$2.68M0.1%-1.5%1.675%
11/14/2023Gallagher Fiduciary Advisors LLC49,747$4.98M0.4%+2.9%3.109%
11/13/2023LPL Financial LLC68,875$6.90M0.0%+4.9%4.305%
11/13/2023Bison Wealth LLC2,195$220K0.0%-12.6%0.137%
11/13/2023RPg Family Wealth Advisory LLC10,619$1.06M0.4%N/A0.664%
11/13/2023Kestra Advisory Services LLC2,438$244K0.0%-60.0%0.152%
11/8/2023D.A. Davidson & CO.19,695$1.97M0.0%-6.9%1.231%
11/8/2023Stonebridge Financial Planning Group LLC13,170$1.32M0.8%-2.0%0.823%
11/7/2023Advisors Preferred LLC778$77K0.0%N/A0.049%
11/4/2023 NBC Securities Inc.4,049$405K0.0%N/A0.253%
11/3/2023Private Advisor Group LLC13,403$1.34M0.0%-6.0%0.838%
10/25/2023 Wealth Management Partners LLC22,103$2.21M1.4%N/A1.381%
10/24/2023Raymond James Financial Services Advisors Inc.97,355$9.75M0.0%+12.7%6.085%
10/24/2023Raymond James & Associates19,339$1.94M0.0%-2.3%1.209%
10/24/2023Cambridge Investment Research Advisors Inc.5,321$533K0.0%-7.3%0.333%
10/23/2023Commonwealth Equity Services LLC78,559$7.87M0.0%+1.8%4.761%
10/19/2023Apeiron RIA LLC6,603$661K0.2%+8.8%0.400%
10/11/2023626 Financial LLC11,138$1.12M0.8%-1.6%0.675%
10/11/2023Geneos Wealth Management Inc.6,304$631K0.0%+7.2%0.382%
8/14/2023Gallagher Fiduciary Advisors LLC48,359$5.10M0.4%+4.7%2.931%
8/14/2023Bison Wealth LLC2,511$265K0.0%N/A0.152%
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8/11/2023Kestra Advisory Services LLC6,101$644K0.0%+117.7%0.370%
8/11/2023V Wealth Advisors LLC9,507$1.00M0.2%-1.3%0.576%
8/11/2023D.A. Davidson & CO.21,160$2.23M0.0%-12.3%1.282%
8/10/2023Commonwealth Equity Services LLC77,141$8.14M0.0%+9.1%4.675%
8/10/2023Cetera Advisor Networks LLC4,011$423K0.0%-8.6%0.243%
8/8/2023Geneos Wealth Management Inc.5,878$620K0.0%+3.2%0.356%
8/8/2023Wilbanks Smith & Thomas Asset Management LLC2,008$212K0.0%N/A0.122%
8/4/2023IFP Advisors Inc7,250$503K0.0%-1.8%0.439%
8/1/2023Truist Financial Corp40,698$4.30M0.0%-0.8%2.467%
7/31/2023LPL Financial LLC65,661$6.93M0.0%+18.6%3.979%
7/25/2023Raymond James Financial Services Advisors Inc.86,384$9.12M0.0%+1.9%5.081%
7/25/2023Raymond James & Associates19,795$2.09M0.0%-1.6%1.164%
7/20/2023 International Assets Investment Management LLC2,193$231K0.0%-9.3%0.129%
7/20/2023Apeiron RIA LLC6,069$640K0.2%-3.1%0.357%
7/18/2023Kowal Investment Group LLC27,456$2.90M0.8%-4.9%1.615%
7/17/2023L. Roy Papp & Associates LLP2,596$274K0.0%-17.2%0.153%
7/13/2023Cambridge Investment Research Advisors Inc.5,741$606K0.0%-2.4%0.338%
5/16/2023Gallagher Fiduciary Advisors LLC46,178$4.52M0.4%N/A2.716%
5/11/2023Envestnet Asset Management Inc.5,825$570K0.0%-8.1%0.343%
5/11/2023Commonwealth Equity Services LLC70,733$6.93M0.0%+5.4%4.161%
5/10/2023Private Advisor Group LLC14,254$1.40M0.0%N/A0.838%
5/10/2023LPL Financial LLC55,362$5.42M0.0%+7.9%3.257%
5/5/2023Truist Financial Corp41,020$4.02M0.0%-5.5%2.413%
5/4/2023Stonebridge Financial Planning Group LLC13,840$1.36M0.9%-9.5%0.814%
5/2/2023V Wealth Advisors LLC9,628$943K0.2%-11.6%0.566%
4/28/2023Ameritas Advisory Services LLC1,038$102K0.0%N/A0.061%
4/25/2023Geneos Wealth Management Inc.5,694$558K0.0%+29.8%0.335%
4/25/2023D.A. Davidson & CO.24,141$2.36M0.0%N/A1.420%
4/21/2023Kowal Investment Group LLC28,867$2.83M0.8%-6.5%1.698%
4/19/2023 International Assets Investment Management LLC2,417$237K0.0%-17.5%0.142%
4/18/2023IFP Advisors Inc7,382$512K0.0%-6.1%0.434%
4/14/2023Raymond James Financial Services Advisors Inc.84,764$8.30M0.0%+13.6%4.986%
4/14/2023Raymond James & Associates20,107$1.97M0.0%-50.7%1.183%
4/13/2023Apeiron RIA LLC6,260$612K0.2%+2.4%0.368%
4/12/2023626 Financial LLC11,323$1.11M0.7%-1.3%0.666%
2/27/2023Gallagher Benefit Services Inc.35,744$3.39M0.7%N/A2.103%
2/9/2023Advisors Preferred LLC683$64K0.0%N/A0.040%
2/8/2023Raymond James Financial Services Advisors Inc.74,649$7.08M0.0%+84.5%4.391%
2/8/2023Raymond James & Associates40,779$3.87M0.0%+77.0%2.399%
2/8/2023Prospera Financial Services Inc4,250$403K0.0%N/A0.250%
2/8/2023Cambridge Investment Research Advisors Inc.6,149$583K0.0%-31.5%0.362%
2/8/2023Nwam LLC4,048$384K0.0%-5.6%0.238%
2/7/2023Commonwealth Equity Services LLC67,110$6.36M0.0%+27.4%3.948%
2/7/2023LPL Financial LLC51,291$4.86M0.0%-44.3%3.017%
2/7/2023IFP Advisors Inc7,863$545K0.0%-2.6%0.463%
2/7/2023Envestnet Asset Management Inc.6,341$601K0.0%+16.0%0.373%
1/31/2023Kestra Advisory Services LLC2,700$256K0.0%N/A0.159%
1/31/2023Geneos Wealth Management Inc.4,388$416K0.0%+1,824.6%0.258%
1/30/2023 International Assets Investment Management LLC2,931$278K0.0%+8.4%0.172%
1/25/2023Kowal Investment Group LLC30,862$2.93M0.9%+28.7%1.815%
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1/19/2023Stonebridge Financial Planning Group LLC15,293$1.45M1.0%-2.4%0.900%
1/18/2023Private Advisor Group LLC14,256$1.35M0.0%-15.1%0.839%
11/15/2022Commonwealth Equity Services LLC52,680$4.72M0.0%+2.3%3.193%
11/4/2022V Wealth Advisors LLC10,889$976K0.2%+17.0%0.660%
11/3/2022Flaharty Asset Management LLC2,852$256K0.1%-29.0%0.173%
11/1/2022Stonebridge Financial Planning Group LLC15,663$1.40M1.0%-3.0%0.949%
10/26/2022Truist Financial Corp43,690$3.92M0.0%-3.4%2.570%
10/25/2022Raymond James Financial Services Advisors Inc.40,455$3.63M0.0%+1.9%2.380%
10/21/2022626 Financial LLC11,469$1.03M0.8%-1.4%0.675%
10/18/2022Apeiron RIA LLC6,052$550K0.3%+2.8%0.356%
(Data available from 1/1/2016 forward)

FAD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FAD shares?

During the previous two years, 42 institutional investors and hedge funds held shares of First Trust Multi Cap Growth AlphaDEX Fund. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($13.19M), Commonwealth Equity Services LLC ($7.87M), LPL Financial LLC ($6.90M), Gallagher Fiduciary Advisors LLC ($4.98M), Truist Financial Corp ($4.36M), Kowal Investment Group LLC ($3.41M), and Gallagher Benefit Services Inc. ($3.39M).Learn more on FAD's institutional investors.

Which institutional investors have been buying First Trust Multi Cap Growth AlphaDEX Fund stock?

Of the 34 institutional investors that purchased First Trust Multi Cap Growth AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($253.43K), Raymond James Financial Services Advisors Inc. ($77.39K), Gallagher Fiduciary Advisors LLC ($49.75K), Commonwealth Equity Services LLC ($46.40K), Gallagher Benefit Services Inc. ($35.74K), D.A. Davidson & CO. ($24.14K), and Wealth Management Partners LLC ($22.10K).

How much institutional buying is happening at First Trust Multi Cap Growth AlphaDEX Fund?

Institutional investors have bought a total of 651,208 shares in the last 24 months. This purchase volume represents approximately $96.37M in transactions.

Which First Trust Multi Cap Growth AlphaDEX Fund major shareholders have been selling company stock?

Of the 29 institutional investors that sold First Trust Multi Cap Growth AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($49.49K), Raymond James & Associates ($21.55K), Kestra Advisory Services LLC ($19.05K), Raymond James Financial Services Advisors Inc. ($9.20K), Private Advisor Group LLC ($8.71K), Advisor Group Holdings Inc. ($8.42K), and Truist Financial Corp ($8.36K).

How much institutional selling is happening at First Trust Multi Cap Growth AlphaDEX Fund?

Institutional investors have sold a total of 164,704 shares in the last 24 months. This volume of shares sold represents approximately $30.06M in transactions.


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This page (NASDAQ:FAD) was last updated on 4/24/2024 by MarketBeat.com Staff

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