First Trust Multi Cap Value (FAB)

CUSIP: 33733C108 | NYSE | 200 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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626 Financial, LLC33,978

1.3% of portfolio$3.4M

Commonwealth Equity Services, LLC15,330

0.0% of portfolio$1.5M

Cambridge Investment Research Advisors, Inc.8,639

0.0% of portfolio$853.0K

Quad-Cities Investment Group, LLC8,147

0.3% of portfolio$804.3K

Avidian Wealth Enterprises, LLC7,346

0.0% of portfolio$725.2K

Capital Investment Advisory Services, LLC6,295

0.0% of portfolio$621.4K

D.A. Davidson & Co.5,795

0.0% of portfolio$572.1K

Cottonwood Capital Advisors, LLC4,851

0.3% of portfolio$478.9K

Truist Financial Corp3,799

0.0% of portfolio$375.1K

Tcfg Investment Advisors, LLC3,507

0.1% of portfolio$346.2K

Creative Planning3,209

0.0% of portfolio$316.8K

Apeiron RIA LLC3,046

0.1% of portfolio$303.1K

Kestra Advisory Services, LLC2,386

0.0% of portfolio$235.5K

Clearstead Advisors, LLC2,317

0.0% of portfolio$228.7K

Golden State Wealth Management, LLC985

0.0% of portfolio$97.2K

IFP Advisors, Inc697

0.0% of portfolio$68.8K

Parkside Financial Bank & Trust600

0.0% of portfolio$59.2K

Trust Co of Toledo NA200

0.0% of portfolio$19.7K

Assetmark, Inc102

0.0% of portfolio$10.1K

Parallel Advisors, LLC100

0.0% of portfolio$9.9K

PNC Financial Services Group, Inc.98

0.0% of portfolio$9.7K

Lanark Financial, Inc.90

0.0% of portfolio$8.9K

Larson Financial Group LLC42

0.0% of portfolio$4.1K

				Style	Turnover	Location	Filed
626 Financial, LLC	33,978	$3.4M	1.3%	Core	Low	Portage, MI	2026-11-04
Commonwealth Equity Services, LLC	15,330	$1.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Cambridge Investment Research Advisors, Inc.	8,639	$853.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Quad-Cities Investment Group, LLC	8,147	$804.3K	0.3%	Core	Low	Davenport, IA	2026-10-16
Avidian Wealth Enterprises, LLC	7,346	$725.2K	0.0%	ETF	Low	Houston, TX	2026-10-08
Capital Investment Advisory Services, LLC	6,295	$621.4K	0.0%	Core	Medium	Raleigh, NC	2026-10-30
D.A. Davidson & Co.	5,795	$572.1K	0.0%	Core	Low	Great Falls, MT	2026-10-28
Cottonwood Capital Advisors, LLC	4,851	$478.9K	0.3%	ETF	Very Low	Salt Lake City, UT	2026-10-20
Truist Financial Corp	3,799	$375.1K	0.0%	Core	Low	Charlotte, NC	2026-10-30
Tcfg Investment Advisors, LLC	3,507	$346.2K	0.1%	Growth	Medium	Laguna Niguel, CA	2026-10-20
Creative Planning	3,209	$316.8K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Apeiron RIA LLC	3,046	$303.1K	0.1%	ETF	Medium	Dallas, TX	2026-10-08
Kestra Advisory Services, LLC	2,386	$235.5K	0.0%	Core	Low	Austin, TX	2026-11-02
Clearstead Advisors, LLC	2,317	$228.7K	0.0%	ETF	Low	Cleveland, OH	2026-11-06
Golden State Wealth Management, LLC	985	$97.2K	0.0%	ETF	Medium	Santa Ana, CA	2026-11-02
IFP Advisors, Inc	697	$68.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Parkside Financial Bank & Trust	600	$59.2K	0.0%	Core	Very Low	Saint Louis, MO	2026-10-27
Trust Co of Toledo NA	200	$19.7K	0.0%	Growth	Very Low	Holland, OH	2026-10-16
Assetmark, Inc	102	$10.1K	0.0%	ETF	Low	Concord, CA	2026-10-21
Parallel Advisors, LLC	100	$9.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03
PNC Financial Services Group, Inc.	98	$9.7K	0.0%	Growth	Very Low	Pittsburgh, PA	2026-11-06
Lanark Financial, Inc.	90	$8.9K	0.0%	Core	Medium	Birmingham, AL	2026-10-26
Larson Financial Group LLC	42	$4.1K	0.0%	Growth	Low	St Louis, MO	2026-11-05