FIRST TRUST MULTI CAP GROWTH FAD
$191.62
-2.1% 52w: $140.82 – $199.97
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data140.82170.39199.97
Jun 20, 2025 Jul 2, 2026
Institutional holders
98
+5 QoQ
13F value
$260.0M
+4.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FAD?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 242.4K | $38.5M | 0.0% | -21.4% |
| LPL Financial LLC | Bank broker | 197.9K | $31.5M | 0.0% | +58.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 175.0K | $27.8M | 0.0% | +27.8% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 93.6K | $14.9M | 0.0% | -32.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 60.8K | $9.7M | 0.0% | +4.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.0K | $7.9M | 0.0% | Held |
| TRUIST FINANCIAL CORP | Diversified mechanical | 49.3K | $7.8M | 0.0% | +4.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 45.5K | $7.2M | 0.0% | -6.5% |
| Plotkin Financial Advisors, LLC | Wealth advisor | 44.7K | $7.1M | 3.6% | -0.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 41.5K | $6.6M | 0.0% | +37.3% |
| ROYAL BANK OF CANADA | Bank broker | 34.2K | $5.4M | 0.0% | +7.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 31.2K | $5.0M | 0.0% | +253.5% |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 30.4K | $4.8M | 1.0% | -4.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 29.6K | $4.7M | 0.0% | +315.8% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 29.5K | $4.6M | 0.0% | +71.1% |
| Synergy Investment Management, LLC | Wealth advisor | 28.5K | $4.5M | 1.5% | +7.8% |
| WEDBUSH SECURITIES INC | Diversified mechanical | 25.0K | $4.0M | 0.1% | -4.5% |
| Wealth Management Partners, LLC | Wealth advisor | 24.9K | $4.0M | 1.1% | -0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 24.7K | $3.9M | 0.0% | +74.9% |
| Creative Planning | Wealth advisor | 24.4K | $3.9M | 0.0% | -4.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 23.6K | $3.7M | 0.0% | +88.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 23.4K | $3.7M | 0.1% | +6.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 21.0K | $3.3M | 0.0% | +43.7% |
| UBS Group AG | Bank broker | 17.7K | $2.8M | 0.0% | -0.3% |
| Private Advisor Group, LLC | Wealth advisor | 14.2K | $2.3M | 0.0% | 0.0% |
| Cetera Investment Advisers | Wealth advisor | 14.1K | $2.2M | 0.0% | +25.3% |
| Baird Financial Group, Inc. | Diversified mechanical | 13.9K | $2.2M | 0.0% | +0.3% |
| WCG Wealth Advisors LLC | Wealth advisor | 13.7K | $2.2M | 0.1% | +2.2% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 13.6K | $2.2M | 0.3% | New |
| MGO ONE SEVEN LLC | Wealth advisor | 13.5K | $2.1M | 0.0% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 13.1K | $2.1M | 0.0% | +3.2% |
| Proactive Wealth Strategies LLC | Wealth advisor | 10.7K | $1.7M | 0.3% | +100.0% |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 10.5K | $1.7M | 0.6% | +1.1% |
| Fifth Third Securities, Inc. | Wealth advisor | 10.3K | $1.6M | 0.1% | -5.6% |
| 626 Financial, LLC | Other | 9.5K | $1.5M | 0.7% | +4.4% |
| Stonebridge Financial Group, LLC / MO | Other | 9.4K | $1.5M | 1.3% | +23.8% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 8.7K | $1.4M | 0.0% | New |
| Advyzon Investment Management, LLC | Wealth advisor | 8.6K | $1.4M | 0.1% | +6.0% |
| WILLNER & HELLER, LLC | Other | 6.5K | $1.0M | 0.8% | +8.2% |
| Certified Advisory Corp | Wealth advisor | 6.5K | $1.0M | 0.1% | +5.7% |
| IFP Advisors, Inc | Wealth advisor | 6.4K | $1.0M | 0.0% | +2.1% |
| Golden State Wealth Management, LLC | Wealth advisor | 5.1K | $803K | 0.1% | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 5.0K | $790K | 0.0% | -7.8% |
| Apeiron RIA LLC | Wealth advisor | 4.9K | $771K | 0.2% | -5.5% |
| TrueWealth Advisors, LLC | Wealth advisor | 4.7K | $751K | 0.2% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 4.2K | $661K | 0.0% | -0.8% |
| Gateway Wealth Partners, LLC | Wealth advisor | 3.4K | $546K | 0.0% | +57.0% |
| Merit Financial Group, LLC | Wealth advisor | 3.4K | $533K | 0.0% | New |
| Aviance Capital Partners, LLC | Other | 3.0K | $473K | 0.1% | Held |
| OPPENHEIMER & CO INC | Diversified mechanical | 2.9K | $455K | 0.0% | +8.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.