First Trust Multi Cap GrowthFADETF
13F holders, Q4 2024 (December 31)72holders +6
8new positions
3sold out
$138.17avg. 13F price*
At the end of Q4 2024, 72 institutions reported holding First Trust Multi Cap Growth (FAD) in their 13F filings, up 6 from Q3 2024. 8 opened new positions and 3 sold out. The largest holders were Morgan Stanley ($13.3M), LPL Financial LLC ($12.3M) and Raymond James Financial Inc. ($11.3M).
- Company
- First Trust Multi Cap Growth
- CUSIP
- 33733F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 3 | $4.6M |
All 13F filers, Q3 2024 → Q4 2024: 25,968 shares bought and 50,928 shares sold, net −24,960 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 72 holders
| Morgan Stanley | 0.00% | Reduce -3.8% | 96,541 | $13.3M |
| LPL Financial LLC | 0.01% | Add +7.3% | 88,960 | $12.3M |
| Raymond James Financial Inc. | 0.00% | — | 81,826 | $11.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.6% | 62,961 | $8.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.0% | 50,000 | $6.9M |
| Plotkin Financial Advisors, LLC | 3.77% | Reduce -0.6% | 45,925 | $6.3M |
| Truist Financial Corp. | 0.01% | Add +1.7% | 38,942 | $5.4M |
| Bank of America Corp. | 0.00% | Reduce -2.1% | 28,635 | $4.0M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 25,727 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -8.5% | 24,177 | $3.3M |
| Wealth Management Partners, LLC | 1.32% | Add +1.6% | 22,200 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.1% | 16,493 | $2.3M |
| UBS Group AG | 0.00% | Add +1.6% | 14,803 | $2.0M |
| Baird Financial Group, Inc. | 0.00% | Add +0.7% | 14,592 | $2.0M |
| Synergy Asset Management, LLC | 0.15% | No change | 14,357 | $1.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +7.8% | 13,702 | $1.9M |
| Fifth Third Securities, Inc. | 0.13% | Add +7.5% | 11,105 | $1.5M |
| RPg Family Wealth Advisory, LLC | 0.54% | Add +0.6% | 11,100 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.66% | Reduce -2.3% | 10,732 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -4.4% | 10,661 | $1.5M |
| 626 Financial, LLC | 0.71% | No change | 9,518 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +20.9% | 8,127 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +33.3% | 7,048 | $974K |
| IFP Advisors, Inc | 0.03% | Reduce -0.6% | 6,956 | $961K |
| Proactive Wealth Strategies LLC | 0.38% | Add +0.2% | 5,316 | $735K |
| Apeiron RIA LLC | 0.20% | Reduce -12.7% | 5,260 | $727K |
| Golden State Wealth Management, LLC | 0.11% | — | 5,176 | $715K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.8% | 4,113 | $602K |
| Creative Planning | 0.00% | New | 4,039 | $558K |
| Willner & Heller, LLC | 0.48% | Add +0.8% | 3,944 | $545K |
| Nwam LLC | 0.03% | Reduce -5.4% | 3,866 | $534K |
| Independent Financial Group, LLC | 0.02% | Reduce -0.9% | 3,538 | $489K |
| Jones Financial Companies LLLP | 0.00% | Add +175.6% | 3,365 | $465K |
| Gateway Wealth Partners, LLC | 0.10% | Add +12.6% | 2,695 | $372K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 2,596 | $359K |
| Global Retirement Partners, LLC | 0.01% | No change | 2,518 | $348K |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.9% | 2,482 | $343K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +17.3% | 2,422 | $335K |
| International Assets Investment Management, LLC | 0.03% | Add +3.5% | 2,301 | $319K |
| Cwm, LLC | 0.00% | Add +3.9% | 2,103 | $291K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,099 | $290K |
| Bison Wealth, LLC | 0.06% | Reduce -18.6% | 2,086 | $288K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.9% | 2,076 | $287K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.0% | 2,057 | $284K |
| PFG Advisors | 0.02% | New | 1,875 | $259K |
| Virtu Financial LLC | 0.01% | New | 1,638 | $226K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,633 | $226K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 1,619 | $224K |
| 1ST Source Bank | 0.01% | No change | 1,606 | $222K |
| TCFG Wealth Management, LLC | 0.11% | No change | 1,510 | $209K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 1,500 | $207K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.9% | 1,263 | $175K |
| Smartleaf Asset Management LLC | 0.01% | No change | 750 | $104K |
| NewEdge Advisors, LLC | 0.00% | Reduce -19.3% | 507 | $70K |
| FMR LLC | 0.00% | Add +141.3% | 415 | $57K |
| JPMorgan Chase & Co. | 0.00% | No change | 406 | $56K |
| Spire Wealth Management | 0.00% | Reduce -7.2% | 372 | $51K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -20.5% | 291 | $40K |
| CoreCap Advisors, LLC | 0.00% | No change | 250 | $35K |
| Harbour Investments, Inc. | 0.00% | No change | 211 | $29K |
| Synergy Investment Management, LLC | 0.01% | — | 205 | $28K |
| Nova Wealth Management, Inc. | 0.02% | — | 180 | $25K |
| Sound Income Strategies, LLC | 0.00% | No change | 90 | $12K |
| Blue Trust, Inc. | 0.00% | New | 84 | $12K |
| Avior Wealth Management, LLC | 0.00% | No change | 59 | $8K |
| Citigroup Inc. | 0.00% | No change | 50 | $7K |
| Principal Securities, Inc. | 0.00% | No change | 25 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 14 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 4 | $553 |
| Lanark Financial, Inc. | 0.05% | — | 3 | $540 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $138 |
"% 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.