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First Trust Multi Cap Growth (FAD)

CUSIP: 33733F101 | NYSE | 241 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Commonwealth Equity Services, LLC64,816
0.0% of portfolio›$11.7M
Dahring | Cusmano LLC54,034
4.5% of portfolio›$9.8M
Truist Financial Corp49,020
0.0% of portfolio›$8.9M
Kestra Advisory Services, LLC34,812
0.0% of portfolio›$6.3M
Cambridge Investment Research Advisors, Inc.33,780
0.0% of portfolio›$6.1M
Cornerstone Wealth Management, LLC30,502
0.2% of portfolio›$5.5M
Creative Planning24,253
0.0% of portfolio›$4.4M
Wedbush Securities Inc23,747
0.3% of portfolio›$4.3M
Wealth Management Partners, LLC23,665
1.0% of portfolio›$4.3M
Fifth Third Securities, Inc.16,606
0.2% of portfolio›$3.0M
MGO One Seven LLC15,485
0.0% of portfolio›$2.8M
Serenity Investment Advisors9,634
0.8% of portfolio›$1.7M
626 Financial, LLC9,464
0.7% of portfolio›$1.7M
Certified Advisory Corp7,204
0.1% of portfolio›$1.3M
TrueWealth Advisors, LLC6,704
0.3% of portfolio›$1.2M
Willner & Heller, LLC6,144
0.7% of portfolio›$1.1M
IFP Advisors, Inc5,316
0.0% of portfolio›$963.7K
Independent Financial Group, LLC4,863
0.0% of portfolio›$881.6K
Apeiron RIA LLC4,620
0.2% of portfolio›$843.1K
Golden State Wealth Management, LLC4,353
0.1% of portfolio›$789.1K
Oppenheimer & Co Inc3,324
0.0% of portfolio›$602.6K
Aviance Capital Partners, LLC2,975
0.1% of portfolio›$539.3K
Ascentis Independent Advisors2,740
0.0% of portfolio›$496.7K
L. Roy Papp & Associates, LLP2,596
0.0% of portfolio›$470.6K
QTR Family Wealth, LLC2,208
0.1% of portfolio›$400.2K
PFG Advisors1,943
0.0% of portfolio›$352.2K
Parkway Wealth Management Group, LLC1,925
0.0% of portfolio›$348.9K
Wealth Enhancement Advisory Services, LLC1,753
0.0% of portfolio›$318.9K
Prospera Financial Services Inc1,707
0.0% of portfolio›$302.3K
Cullen T Bankers, Inc.1,488
0.0% of portfolio›$269.7K
Truefg, LLC1,474
0.1% of portfolio›$267.2K
Concurrent Investment Advisors, LLC1,440
0.0% of portfolio›$261.0K
Tcfg Investment Advisors, LLC1,377
0.1% of portfolio›$249.6K
Farther Finance Advisors, LLC1,302
0.0% of portfolio›$236.0K
Advocate Investing Services LLC434
0.1% of portfolio›$78.8K
Creative Financial Designs Inc304
0.0% of portfolio›$55.1K
Lanark Financial, Inc.170
0.0% of portfolio›$30.8K
Investors Research Corp155
0.0% of portfolio›$28.1K
Blue Trust, Inc.84
0.0% of portfolio›$15.3K
Cape Investment Advisory, Inc.72
0.0% of portfolio›$13.1K
StyleTurnoverLocationFiled
Commonwealth Equity Services, LLC
64,816$11.7M0.0%ETFLowWaltham, MA2026-11-02
Dahring | Cusmano LLC
54,034$9.8M4.5%ETFLowNovi, MI2026-11-03
Truist Financial Corp
49,020$8.9M0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
34,812$6.3M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
33,780$6.1M0.0%ETFLowFairfield, IA2026-11-02
Cornerstone Wealth Management, LLC
30,502$5.5M0.2%ETFVery LowSt. Peters, MO2026-11-04
Creative Planning
24,253$4.4M0.0%IndexVery LowOverland Park, KS2026-11-02
Wedbush Securities Inc
23,747$4.3M0.3%CoreLowPasadena, CA2026-10-22
Wealth Management Partners, LLC
23,665$4.3M1.0%Agg GrowthLowTucson, AZ2026-10-21
Fifth Third Securities, Inc.
16,606$3.0M0.2%ETFLowCincinnati, OH2026-10-21
MGO One Seven LLC
15,485$2.8M0.0%GrowthLowBeachwood, OH2026-10-28
Serenity Investment Advisors
9,634$1.7M0.8%ETFVery LowChicago, IL2026-10-30
626 Financial, LLC
9,464$1.7M0.7%CoreLowPortage, MI2026-11-04
Certified Advisory Corp
7,204$1.3M0.1%ETFLowAltamonte Springs, FL2026-10-29
TrueWealth Advisors, LLC
6,704$1.2M0.3%ETFMediumBirmingham, AL2026-10-09
Willner & Heller, LLC
6,144$1.1M0.7%GrowthLowEncino, CA2026-10-28
IFP Advisors, Inc
5,316$963.7K0.0%GrowthLowTampa, FL2026-10-16
Independent Financial Group, LLC
4,863$881.6K0.0%GrowthLowSan Diego, CA2026-10-13
Apeiron RIA LLC
4,620$843.1K0.2%ETFMediumDallas, TX2026-10-08
Golden State Wealth Management, LLC
4,353$789.1K0.1%ETFMediumSanta Ana, CA2026-11-02
Oppenheimer & Co Inc
3,324$602.6K0.0%CoreLowNew York, NY2026-10-26
Aviance Capital Partners, LLC
2,975$539.3K0.1%CoreLowNaples, FL2026-10-29
Ascentis Independent Advisors
2,740$496.7K0.0%ETFLowDallas, TX2026-11-03
L. Roy Papp & Associates, LLP
2,596$470.6K0.0%CoreVery LowPhoenix, AZ2026-10-21
QTR Family Wealth, LLC
2,208$400.2K0.1%GrowthMediumLake Mary, FL2026-11-02
PFG Advisors
1,943$352.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Parkway Wealth Management Group, LLC
1,925$348.9K0.0%ETFHighPlano, TX2026-10-20
Wealth Enhancement Advisory Services, LLC
1,753$318.9K0.0%CoreLowPlymouth, MN2026-10-13
Prospera Financial Services Inc
1,707$302.3K0.0%CoreMediumDallas, TX2026-11-04
Cullen T Bankers, Inc.
1,488$269.7K0.0%GrowthLowSan Antonio, TX2026-10-28
Truefg, LLC
1,474$267.2K0.1%ETFVery LowCedar Park, TX2026-10-15
Concurrent Investment Advisors, LLC
1,440$261.0K0.0%GrowthMediumTampa, FL2026-10-16
Tcfg Investment Advisors, LLC
1,377$249.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Farther Finance Advisors, LLC
1,302$236.0K0.0%IndexLowSan Francisco, CA2026-10-08
Advocate Investing Services LLC
434$78.8K0.1%ETFLowWoodbine, MD2026-10-26
Creative Financial Designs Inc
304$55.1K0.0%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
170$30.8K0.0%CoreMediumBirmingham, AL2026-10-26
Investors Research Corp
155$28.1K0.0%ETFLowAtlanta, GA2026-10-07
Blue Trust, Inc.
84$15.3K0.0%ETFLowBrentwood, TN2026-10-15
Cape Investment Advisory, Inc.
72$13.1K0.0%ETFLowMcdonough, GA2026-10-13