First Trust Multi Cap Value (FAB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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626 Financial, LLC

DECREASED

Shares33,978 from 35,205

Change-1,227 (-3%)

Value$3.4M (-$219.0K)

Filed 2026-11-04

Commonwealth Equity Services, LLC

DECREASED

Shares15,330 from 15,442

Change-112 (-1%)

Value$1.5M (-$54.0K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares8,639 from 7,498

Change+1,141 (+15%)

Value$853.0K (+$92.0K)

Filed 2026-11-02

Quad-Cities Investment Group, LLC

DECREASED

Shares8,147 from 8,537

Change-390 (-5%)

Value$804.3K (-$62.2K)

Filed 2026-10-16

Avidian Wealth Enterprises, LLC

INCREASED

Shares7,346 from 7,315

Change+31 (+0%)

Value$725.2K (-$17.3K)

Filed 2026-10-08

Capital Investment Advisory Services, LLC

DECREASED

Shares6,295 from 6,317

Change-22 (0%)

Value$621.4K (-$19.7K)

Filed 2026-10-30

D.A. Davidson & Co.

UNCHANGED

Shares5,795 from 5,795

Change0 (0%)

Value$572.1K (-$16.1K)

Filed 2026-10-28

Cottonwood Capital Advisors, LLC

DECREASED

Shares4,851 from 4,852

Change-1 (0%)

Value$478.9K (-$13.6K)

Filed 2026-10-20

Truist Financial Corp

DECREASED

Shares3,799 from 4,001

Change-202 (-5%)

Value$375.1K (-$31.1K)

Filed 2026-10-30

Tcfg Investment Advisors, LLC

DECREASED

Shares3,507 from 3,602

Change-95 (-3%)

Value$346.2K (-$19.4K)

Filed 2026-10-20

Creative Planning

INCREASED

Shares3,209 from 3,197

Change+12 (+0%)

Value$316.8K (-$7.7K)

Filed 2026-11-02

Apeiron RIA LLC

DECREASED

Shares3,046 from 3,234

Change-188 (-6%)

Value$303.1K (-$25.2K)

Filed 2026-10-08

Kestra Advisory Services, LLC

DECREASED

Shares2,386 from 2,407

Change-21 (-1%)

Value$235.5K (-$8.8K)

Filed 2026-11-02

Clearstead Advisors, LLC

UNCHANGED

Shares2,317 from 2,317

Change0 (0%)

Value$228.7K (-$6.4K)

Filed 2026-11-06

Golden State Wealth Management, LLC

UNCHANGED

Shares985 from 985

Change0 (0%)

Value$97.2K (-$2.7K)

Filed 2026-11-02

IFP Advisors, Inc

UNCHANGED

Shares697 from 697

Change0 (0%)

Value$68.8K (-$1.9K)

Filed 2026-10-16

Parkside Financial Bank & Trust

UNCHANGED

Shares600 from 600

Change0 (0%)

Value$59.2K (-$1.7K)

Filed 2026-10-27

Trust Co of Toledo NA

UNCHANGED

Shares200 from 200

Change0 (0%)

Value$19.7K (-$557)

Filed 2026-10-16

Assetmark, Inc

UNCHANGED

Shares102 from 102

Change0 (0%)

Value$10.1K (-$284)

Filed 2026-10-21

Parallel Advisors, LLC

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$9.9K (-$278)

Filed 2026-11-03

PNC Financial Services Group, Inc.

UNCHANGED

Shares98 from 98

Change0 (0%)

Value$9.7K (-$273)

Filed 2026-11-06

Lanark Financial, Inc.

UNCHANGED

Shares90 from 90

Change0 (0%)

Value$8.9K (-$250)

Filed 2026-10-26

Larson Financial Group LLC

UNCHANGED

Shares42 from 42

Change0 (0%)

Value$4.1K (-$117)

Filed 2026-11-05

International Assets Investment Management, LLC

CLOSED

Shares0 from 280

Change-280 (-100%)

Value$0 (-$28.5K)

Filed 2026-11-02

AdvisorNet Financial, Inc

CLOSED

Shares0 from 37

Change-37 (-100%)

Value$0 (-$3.7K)

Filed 2026-10-15

Citigroup Inc

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$101)

Filed 2026-11-04

LPL Financial LLC

N/A

Shares— from 77,533

Change-77,533 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 65,528

Change-65,528 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 61,416

Change-61,416 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 45,544

Change-45,544 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 43,249

Change-43,249 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 36,600

Change-36,600 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 34,195

Change-34,195 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 18,093

Change-18,093 (-100%)

Value—

Proactive Wealth Strategies LLC

N/A

Shares— from 15,543

Change-15,543 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 15,524

Change-15,524 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 10,916

Change-10,916 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 10,463

Change-10,463 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,370

Change-9,370 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 9,334

Change-9,334 (-100%)

Value—

UBS Group AG

N/A

Shares— from 7,562

Change-7,562 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 7,475

Change-7,475 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 7,271

Change-7,271 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 7,220

Change-7,220 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 7,174

Change-7,174 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 6,743

Change-6,743 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 5,777

Change-5,777 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 4,697

Change-4,697 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 4,366

Change-4,366 (-100%)

Value—

Virtu Financial LLC

N/A

Shares— from 4,274

Change-4,274 (-100%)

Value—

HFG Advisors, Inc.

N/A

Shares— from 4,095

Change-4,095 (-100%)

Value—

Moors & Cabot, Inc.

N/A

Shares— from 2,254

Change-2,254 (-100%)

Value—

Pacific SUN Financial Corp

N/A

Shares— from 2,110

Change-2,110 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 1,949

Change-1,949 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 1,113

Change-1,113 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 811

Change-811 (-100%)

Value—

FMR LLC

N/A

Shares— from 789

Change-789 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 769

Change-769 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 762

Change-762 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 320

Change-320 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 246

Change-246 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 100

Change-100 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 100

Change-100 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 75

Change-75 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 70

Change-70 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

	Status
626 Financial, LLC	DECREASED	33,978	35,205	-1,227	-3%	$3.6M	$3.4M	-$219.0K	2026-11-04
Commonwealth Equity Services, LLC	DECREASED	15,330	15,442	-112	-1%	$1.6M	$1.5M	-$54.0K	2026-11-02
Cambridge Investment Research Advisors, Inc.	INCREASED	8,639	7,498	+1,141	+15%	$761.0K	$853.0K	+$92.0K	2026-11-02
Quad-Cities Investment Group, LLC	DECREASED	8,147	8,537	-390	-5%	$866.4K	$804.3K	-$62.2K	2026-10-16
Avidian Wealth Enterprises, LLC	INCREASED	7,346	7,315	+31	+0%	$742.5K	$725.2K	-$17.3K	2026-10-08
Capital Investment Advisory Services, LLC	DECREASED	6,295	6,317	-22	0%	$641.1K	$621.4K	-$19.7K	2026-10-30
D.A. Davidson & Co.	UNCHANGED	5,795	5,795	0	0%	$588.2K	$572.1K	-$16.1K	2026-10-28
Cottonwood Capital Advisors, LLC	DECREASED	4,851	4,852	-1	0%	$492.5K	$478.9K	-$13.6K	2026-10-20
Truist Financial Corp	DECREASED	3,799	4,001	-202	-5%	$406.1K	$375.1K	-$31.1K	2026-10-30
Tcfg Investment Advisors, LLC	DECREASED	3,507	3,602	-95	-3%	$365.6K	$346.2K	-$19.4K	2026-10-20
Creative Planning	INCREASED	3,209	3,197	+12	+0%	$324.5K	$316.8K	-$7.7K	2026-11-02
Apeiron RIA LLC	DECREASED	3,046	3,234	-188	-6%	$328.2K	$303.1K	-$25.2K	2026-10-08
Kestra Advisory Services, LLC	DECREASED	2,386	2,407	-21	-1%	$244.3K	$235.5K	-$8.8K	2026-11-02
Clearstead Advisors, LLC	UNCHANGED	2,317	2,317	0	0%	$235.2K	$228.7K	-$6.4K	2026-11-06
Golden State Wealth Management, LLC	UNCHANGED	985	985	0	0%	$100.0K	$97.2K	-$2.7K	2026-11-02
IFP Advisors, Inc	UNCHANGED	697	697	0	0%	$70.7K	$68.8K	-$1.9K	2026-10-16
Parkside Financial Bank & Trust	UNCHANGED	600	600	0	0%	$60.9K	$59.2K	-$1.7K	2026-10-27
Trust Co of Toledo NA	UNCHANGED	200	200	0	0%	$20.3K	$19.7K	-$557	2026-10-16
Assetmark, Inc	UNCHANGED	102	102	0	0%	$10.4K	$10.1K	-$284	2026-10-21
Parallel Advisors, LLC	UNCHANGED	100	100	0	0%	$10.2K	$9.9K	-$278	2026-11-03
PNC Financial Services Group, Inc.	UNCHANGED	98	98	0	0%	$9.9K	$9.7K	-$273	2026-11-06
Lanark Financial, Inc.	UNCHANGED	90	90	0	0%	$9.1K	$8.9K	-$250	2026-10-26
Larson Financial Group LLC	UNCHANGED	42	42	0	0%	$4.3K	$4.1K	-$117	2026-11-05
International Assets Investment Management, LLC	CLOSED	0	280	-280	-100%	$28.5K	$0	-$28.5K	2026-11-02
AdvisorNet Financial, Inc	CLOSED	0	37	-37	-100%	$3.7K	$0	-$3.7K	2026-10-15
Citigroup Inc	CLOSED	0	1	-1	-100%	$101	$0	-$101	2026-11-04
LPL Financial LLC	N/A	—	77,533	-77,533	-100%	$7.9M	—	—	—
Raymond James Financial Inc	N/A	—	65,528	-65,528	-100%	$6.7M	—	—	—
Morgan Stanley	N/A	—	61,416	-61,416	-100%	$6.2M	—	—	—
Wells Fargo & Company	N/A	—	45,544	-45,544	-100%	$4.6M	—	—	—
Osaic Holdings, Inc.	N/A	—	43,249	-43,249	-100%	$4.4M	—	—	—
Royal Bank of Canada	N/A	—	36,600	-36,600	-100%	$3.7M	—	—	—
Citadel Advisors LLC	N/A	—	34,195	-34,195	-100%	$3.5M	—	—	—
Stifel Financial Corp	N/A	—	18,093	-18,093	-100%	$1.8M	—	—	—
Proactive Wealth Strategies LLC	N/A	—	15,543	-15,543	-100%	$1.6M	—	—	—
Baird Financial Group, Inc.	N/A	—	15,524	-15,524	-100%	$1.6M	—	—	—
Goldman Sachs Group Inc	N/A	—	10,916	-10,916	-100%	$1.1M	—	—	—
Private Advisor Group, LLC	N/A	—	10,463	-10,463	-100%	$1.1M	—	—	—
Susquehanna International Group, LLP	N/A	—	9,370	-9,370	-100%	$951.0K	—	—	—
Harbour Investments, Inc.	N/A	—	9,334	-9,334	-100%	$947.4K	—	—	—
UBS Group AG	N/A	—	7,562	-7,562	-100%	$767.5K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	7,475	-7,475	-100%	$758.7K	—	—	—
Envestnet Asset Management Inc	N/A	—	7,271	-7,271	-100%	$738.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	7,220	-7,220	-100%	$733.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	7,174	-7,174	-100%	$734.2K	—	—	—
Cetera Investment Advisers	N/A	—	6,743	-6,743	-100%	$684.4K	—	—	—
Principal Securities, Inc.	N/A	—	5,777	-5,777	-100%	$586.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	4,697	-4,697	-100%	$476.8K	—	—	—
PFG Investments, LLC	N/A	—	4,366	-4,366	-100%	$443.2K	—	—	—
Virtu Financial LLC	N/A	—	4,274	-4,274	-100%	$434.0K	—	—	—
HFG Advisors, Inc.	N/A	—	4,095	-4,095	-100%	$415.6K	—	—	—
Moors & Cabot, Inc.	N/A	—	2,254	-2,254	-100%	$228.8K	—	—	—
Pacific SUN Financial Corp	N/A	—	2,110	-2,110	-100%	$214.2K	—	—	—
IFG Advisory, LLC	N/A	—	1,949	-1,949	-100%	$197.8K	—	—	—
Centaurus Financial, Inc.	N/A	—	1,113	-1,113	-100%	$113.0K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	811	-811	-100%	$82.4K	—	—	—
FMR LLC	N/A	—	789	-789	-100%	$80.1K	—	—	—
JPMorgan Chase & Co	N/A	—	769	-769	-100%	$78.4K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	762	-762	-100%	$77.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	320	-320	-100%	$32.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	246	-246	-100%	$25.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	100	-100	-100%	$10.2K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	100	-100	-100%	$10.2K	—	—	—
Arax Advisory Partners	N/A	—	75	-75	-100%	$7.6K	—	—	—
Allworth Financial LP	N/A	—	70	-70	-100%	$7.1K	—	—	—
Global Retirement Partners, LLC	N/A	—	15	-15	-100%	$1.5K	—	—	—

Showing 66 of 66 institutions