First Trust Multi Cap GrowthFADETF
13F holders, Q1 2024 (March 31)55holders
1famous investor
$124.57avg. 13F price*
At the end of Q1 2024, 55 institutions reported holding First Trust Multi Cap Growth (FAD) in their 13F filings. The largest holders were Raymond James Financial Services Advisors, Inc. ($13.2M), LPL Financial LLC ($10.0M) and Commonwealth Equity Services, LLC ($9.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Multi Cap Growth
- CUSIP
- 33733F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.3M |
| Exits | 4 | $3.0M |
Ownership 55 holders
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +20.1% | 105,891 | $13.2M |
| LPL Financial LLC | 0.01% | Reduce -0.0% | 80,652 | $10.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.0% | 78,712 | $9.8M |
| Morgan Stanley | 0.00% | Add +2.3% | 70,256 | $8.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 54,927 | $6.8M |
| Plotkin Financial Advisors, LLC | 3.85% | Add +0.4% | 46,653 | $5.8M |
| Truist Financial Corp. | 0.01% | Reduce -2.0% | 38,086 | $4.7M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 33,601 | $4.2M |
| Bank of America Corp. | 0.00% | Add +0.6% | 28,060 | $3.5M |
| Kowal Investment Group, LLC | 0.74% | Add +0.6% | 27,368 | $3.4M |
| Wealth Management Partners, LLC | 1.38% | Add +0.1% | 21,843 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -15.4% | 16,274 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +3.1% | 16,253 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +9.9% | 15,969 | $2.0M |
| Citadel Advisors | 0.00% | New | 13,707 | $1.7M |
| UBS Group AG | 0.00% | Add +19.2% | 13,638 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.79% | Reduce -5.5% | 11,975 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -37.8% | 11,696 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.9% | 11,543 | $1.4M |
| 626 Financial, LLC | 0.82% | Reduce -0.7% | 10,867 | $1.4M |
| Cetera Investment Advisers | 0.00% | New | 10,507 | $1.3M |
| RPg Family Wealth Advisory, LLC | 0.41% | Add +1.4% | 10,420 | $1.3M |
| IFP Advisors, Inc | 0.04% | Add +0.9% | 7,160 | $892K |
| Apeiron RIA LLC | 0.25% | Reduce -0.3% | 7,050 | $878K |
| Osaic Holdings, Inc. | 0.00% | Add +6.9% | 6,178 | $769K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -2.5% | 5,959 | $742K |
| Stifel Financial Corp. | 0.00% | Reduce -1.3% | 5,527 | $689K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.4% | 5,521 | $688K |
| Lanark Financial, Inc. | 0.05% | Reduce -1.5% | 4,461 | $555K |
| Willner & Heller, LLC | 0.50% | Add +0.2% | 4,040 | $503K |
| Nwam LLC | 0.04% | No change | 4,049 | $492K |
| Bison Wealth, LLC | 0.05% | Add +20.1% | 2,675 | $333K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 2,596 | $323K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.6% | 2,581 | $322K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.0% | 2,397 | $299K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -2.4% | 2,246 | $280K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.9% | 2,187 | $270K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.6% | 2,165 | $270K |
| Cwm, LLC | 0.00% | No change | 2,021 | $252K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.01% | No change | 2,008 | $250K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 1,905 | $237K |
| 1ST Source Bank | 0.01% | Reduce -28.6% | 1,606 | $200K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,238 | $154K |
| Smartleaf Asset Management LLC | 0.02% | No change | 750 | $93K |
| JPMorgan Chase & Co. | 0.00% | Add +133.1% | 408 | $51K |
| Spire Wealth Management | 0.00% | No change | 401 | $50K |
| Harbour Investments, Inc. | 0.00% | Add +65.3% | 281 | $35K |
| CoreCap Advisors, LLC | 0.00% | New | 250 | $31K |
| FMR LLC | 0.00% | Reduce -6.5% | 172 | $21K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 150 | $19K |
| Sound Income Strategies, LLC | 0.00% | New | 90 | $11K |
| Principal Securities, Inc. | 0.00% | No change | 75 | $9K |
| Avior Wealth Management, LLC | 0.00% | Add +1.7% | 59 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -96.8% | 34 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 19 | $2K |
"% of holder's portfolio" is FAD's weight in each manager's 13F, not the share of First Trust Multi Cap Growth the manager owns.