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First Trust MultiCap Growth AlphaDEX Fund (FAD) Institutional Ownership

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$123.75
+0.07 (+0.06%)
(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for First Trust MultiCap Growth AlphaDEX Fund (NASDAQ:FAD)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$40.38M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$3.28M
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FAD Institutional Buying and Selling by Quarter

First Trust MultiCap Growth AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024 1ST Source Bank1,606$200K0.0%-28.6%0.104%
5/4/2024 Geneos Wealth Management Inc.5,959$742K0.0%-2.5%0.384%
4/30/2024 Private Advisor Group LLC16,253$2.03M0.0%+3.1%1.049%
4/29/2024Commonwealth Equity Services LLC78,712$9.81M0.0%-3.0%5.078%
4/23/2024 Raymond James Financial Services Advisors Inc.105,891$13.19M0.0%+20.1%6.832%
4/18/2024 Kowal 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%
2/9/2024 D.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%
2/6/2024 Private Advisor Group LLC15,769$1.77M0.0%+17.7%1.017%
2/5/2024 Stonebridge Financial Planning Group LLC12,670$1.42M0.8%-3.8%0.817%
2/2/2024 Truist Financial Corp38,870$4.36M0.0%-0.6%2.508%
1/26/2024 Geneos 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%
1/23/2024 RPg Family Wealth Advisory LLC10,273$1.15M0.4%-3.3%0.663%
1/22/2024 Kowal Investment Group LLC27,215$3.06M0.7%-0.6%1.756%
1/18/2024 Global Retirement Partners LLC2,445$269K0.0%+40,650.0%0.158%
1/16/2024 Raymond James Financial Services Advisors Inc.88,160$9.90M0.0%-9.4%5.688%
1/16/2024 Raymond James & Associates19,228$2.16M0.0%-0.6%1.241%
1/12/2024 Apeiron RIA LLC7,073$794K0.2%+7.1%0.456%
1/11/2024 626 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%
11/14/2023 Gallagher Fiduciary Advisors LLC49,747$4.98M0.4%+2.9%3.109%
11/13/2023 LPL Financial LLC68,875$6.90M0.0%+4.9%4.305%
11/13/2023 Bison Wealth LLC2,195$220K0.0%-12.6%0.137%
11/13/2023 RPg Family Wealth Advisory LLC10,619$1.06M0.4%N/A0.664%
11/13/2023 Kestra Advisory Services LLC2,438$244K0.0%-60.0%0.152%
11/8/2023 D.A. Davidson & CO.19,695$1.97M0.0%-6.9%1.231%
11/8/2023 Stonebridge Financial Planning Group LLC13,170$1.32M0.8%-2.0%0.823%
11/7/2023 Advisors Preferred LLC778$77K0.0%N/A0.049%
11/4/2023 NBC Securities Inc.4,049$405K0.0%N/A0.253%
11/3/2023 Private 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%
10/24/2023 Raymond James Financial Services Advisors Inc.97,355$9.75M0.0%+12.7%6.085%
10/24/2023 Raymond James & Associates19,339$1.94M0.0%-2.3%1.209%
10/24/2023 Cambridge 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%
10/19/2023 Apeiron RIA LLC6,603$661K0.2%+8.8%0.400%
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10/11/2023 626 Financial LLC11,138$1.12M0.8%-1.6%0.675%
10/11/2023 Geneos Wealth Management Inc.6,304$631K0.0%+7.2%0.382%
8/14/2023 Gallagher Fiduciary Advisors LLC48,359$5.10M0.4%+4.7%2.931%
8/14/2023 Bison Wealth LLC2,511$265K0.0%N/A0.152%
8/11/2023 Kestra Advisory Services LLC6,101$644K0.0%+117.7%0.370%
8/11/2023V Wealth Advisors LLC9,507$1.00M0.2%-1.3%0.576%
8/11/2023 D.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%
8/10/2023 Cetera Advisor Networks LLC4,011$423K0.0%-8.6%0.243%
8/8/2023 Geneos Wealth Management Inc.5,878$620K0.0%+3.2%0.356%
8/8/2023 Wilbanks Smith & Thomas Asset Management LLC2,008$212K0.0%N/A0.122%
8/4/2023IFP Advisors Inc7,250$503K0.0%-1.8%0.439%
8/1/2023 Truist Financial Corp40,698$4.30M0.0%-0.8%2.467%
7/31/2023 LPL Financial LLC65,661$6.93M0.0%+18.6%3.979%
7/25/2023 Raymond James Financial Services Advisors Inc.86,384$9.12M0.0%+1.9%5.081%
7/25/2023 Raymond 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%
7/20/2023 Apeiron RIA LLC6,069$640K0.2%-3.1%0.357%
7/18/2023 Kowal Investment Group LLC27,456$2.90M0.8%-4.9%1.615%
7/17/2023 L. Roy Papp & Associates LLP2,596$274K0.0%-17.2%0.153%
7/13/2023 Cambridge Investment Research Advisors Inc.5,741$606K0.0%-2.4%0.338%
5/16/2023 Gallagher Fiduciary Advisors LLC46,178$4.52M0.4%N/A2.716%
5/11/2023 Envestnet 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%
5/10/2023 Private Advisor Group LLC14,254$1.40M0.0%N/A0.838%
5/10/2023 LPL Financial LLC55,362$5.42M0.0%+7.9%3.257%
5/5/2023 Truist Financial Corp41,020$4.02M0.0%-5.5%2.413%
5/4/2023 Stonebridge 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%
4/28/2023 Ameritas Advisory Services LLC1,038$102K0.0%N/A0.061%
4/25/2023 Geneos Wealth Management Inc.5,694$558K0.0%+29.8%0.335%
4/25/2023 D.A. Davidson & CO.24,141$2.36M0.0%N/A1.420%
4/21/2023 Kowal 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%
4/14/2023 Raymond James Financial Services Advisors Inc.84,764$8.30M0.0%+13.6%4.986%
4/14/2023 Raymond James & Associates20,107$1.97M0.0%-50.7%1.183%
4/13/2023 Apeiron RIA LLC6,260$612K0.2%+2.4%0.368%
4/12/2023 626 Financial LLC11,323$1.11M0.7%-1.3%0.666%
2/27/2023Gallagher Benefit Services Inc.35,744$3.39M0.7%N/A2.103%
2/9/2023 Advisors Preferred LLC683$64K0.0%N/A0.040%
2/8/2023 Raymond James Financial Services Advisors Inc.74,649$7.08M0.0%+84.5%4.391%
2/8/2023 Raymond James & Associates40,779$3.87M0.0%+77.0%2.399%
2/8/2023Prospera Financial Services Inc4,250$403K0.0%N/A0.250%
2/8/2023 Cambridge Investment Research Advisors Inc.6,149$583K0.0%-31.5%0.362%
2/8/2023 Nwam LLC4,048$384K0.0%-5.6%0.238%
2/7/2023Commonwealth Equity Services LLC67,110$6.36M0.0%+27.4%3.948%
2/7/2023 LPL Financial LLC51,291$4.86M0.0%-44.3%3.017%
2/7/2023IFP Advisors Inc7,863$545K0.0%-2.6%0.463%
2/7/2023 Envestnet Asset Management Inc.6,341$601K0.0%+16.0%0.373%
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1/31/2023 Kestra Advisory Services LLC2,700$256K0.0%N/A0.159%
1/31/2023 Geneos 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%
1/25/2023 Kowal Investment Group LLC30,862$2.93M0.9%+28.7%1.815%
1/19/2023 Stonebridge Financial Planning Group LLC15,293$1.45M1.0%-2.4%0.900%
1/18/2023 Private 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%
11/3/2022 Flaharty Asset Management LLC2,852$256K0.1%-29.0%0.173%
11/1/2022 Stonebridge Financial Planning Group LLC15,663$1.40M1.0%-3.0%0.949%
(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, 40 institutional investors and hedge funds held shares of First Trust MultiCap Growth AlphaDEX Fund. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($13.19M), Commonwealth Equity Services LLC ($9.81M), 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 MultiCap Growth AlphaDEX Fund stock?

Of the 30 institutional investors that purchased First Trust MultiCap 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. ($75.37K), Gallagher Fiduciary Advisors LLC ($49.75K), Gallagher Benefit Services Inc. ($35.74K), Commonwealth Equity Services LLC ($27.07K), D.A. Davidson & CO. ($24.14K), and Wealth Management Partners LLC ($22.10K).

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

Institutional investors have bought a total of 615,162 shares in the last 24 months. This purchase volume represents approximately $88.23M in transactions.

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

Of the 28 institutional investors that sold First Trust MultiCap 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), Raymond James Financial Services Advisors Inc. ($9.20K), Truist Financial Corp ($8.36K), Stonebridge Financial Planning Group LLC ($6.21K), Commonwealth Equity Services LLC ($6.08K), and Cambridge Investment Research Advisors Inc. ($5.49K).

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

Institutional investors have sold a total of 136,610 shares in the last 24 months. This volume of shares sold represents approximately $23.43M in transactions.


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This page (NASDAQ:FAD) was last updated on 5/19/2024 by MarketBeat.com Staff

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