First Trust Multi Cap GrowthFADETF
13F holders, Q1 2025 (March 31)71holders −1
5new positions
5sold out
$129.38avg. 13F price*
At the end of Q1 2025, 71 institutions reported holding First Trust Multi Cap Growth (FAD) in their 13F filings, down 1 from Q4 2024. 5 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($14.4M), Morgan Stanley ($12.5M) and Raymond James Financial Inc. ($10.7M).
- Company
- First Trust Multi Cap Growth
- CUSIP
- 33733F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $885K |
| Exits | 5 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 157,936 shares bought and 25,595 shares sold, net +132,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| LPL Financial LLC | 0.01% | Add +24.8% | 110,986 | $14.4M |
| Morgan Stanley | 0.00% | Add +0.4% | 96,947 | $12.5M |
| Raymond James Financial Inc. | 0.00% | Add +1.2% | 82,800 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.0% | 61,677 | $8.0M |
| Creative Planning | 0.01% | Add +1290.5% | 56,162 | $7.3M |
| Goldman Sachs Group Inc. | 0.00% | No change | 50,000 | $6.5M |
| Plotkin Financial Advisors, LLC | 3.67% | Add +0.5% | 46,149 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +17.9% | 45,917 | $5.9M |
| RPg Family Wealth Advisory, LLC | 1.22% | Add +199.2% | 33,210 | $4.3M |
| Bank of America Corp. | 0.00% | Add +0.2% | 28,682 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +3.9% | 25,122 | $3.3M |
| Wells Fargo & Company | 0.00% | Reduce -6.4% | 24,090 | $3.1M |
| Wealth Management Partners, LLC | 1.38% | Add +3.4% | 22,954 | $3.0M |
| Virtu Financial LLC | 0.13% | Add +984.7% | 17,768 | $2.3M |
| Geneos Wealth Management Inc. | 0.07% | Add +14.9% | 15,742 | $2.0M |
| UBS Group AG | 0.00% | Add +1.7% | 15,060 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.2% | 14,419 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -15.6% | 13,924 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +677.4% | 12,586 | $1.6M |
| Fifth Third Securities, Inc. | 0.12% | Add +1.6% | 11,286 | $1.5M |
| Stonebridge Financial Planning Group, LLC | 0.62% | Reduce -1.5% | 10,572 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +24.2% | 10,091 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +41.8% | 9,993 | $1.3M |
| 626 Financial, LLC | 0.63% | No change | 9,518 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +156.1% | 8,617 | $1.1M |
| Cetera Investment Advisers | 0.00% | Reduce -25.7% | 7,924 | $1.0M |
| IFP Advisors, Inc | 0.03% | No change | 6,956 | $900K |
| Proactive Wealth Strategies LLC | 0.37% | No change | 5,316 | $688K |
| Apeiron RIA LLC | 0.20% | Reduce -1.6% | 5,178 | $670K |
| Golden State Wealth Management, LLC | 0.10% | No change | 5,176 | $670K |
| Willner & Heller, LLC | 0.57% | Add +21.3% | 4,783 | $619K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,113 | $532K |
| Lanark Financial, Inc. | 0.04% | — | 4,022 | $520K |
| Nwam LLC | 0.04% | Reduce -0.2% | 3,858 | $499K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.4% | 3,347 | $433K |
| Aviance Capital Partners, LLC | 0.05% | New | 2,975 | $385K |
| OneDigital Investment Advisors LLC | 0.00% | Add +41.3% | 2,965 | $384K |
| Osaic Holdings, Inc. | 0.00% | Add +18.1% | 2,931 | $379K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 2,596 | $336K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.9% | 2,589 | $335K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -10.1% | 2,422 | $313K |
| Kestra Advisory Services, LLC | 0.00% | Add +15.8% | 2,382 | $308K |
| International Assets Investment Management, LLC | 0.03% | Reduce -3.5% | 2,220 | $287K |
| Susquehanna International Group, LLP | 0.00% | New | 2,209 | $286K |
| QTR Family Wealth, LLC | 0.21% | — | 2,158 | $279K |
| Nova Wealth Management, Inc. | 0.23% | Add +1064.4% | 2,096 | $271K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.0% | 2,056 | $266K |
| Cwm, LLC | 0.00% | Reduce -4.1% | 2,017 | $261K |
| PFG Advisors | 0.01% | Add +2.8% | 1,928 | $249K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,633 | $211K |
| 1ST Source Bank | 0.01% | No change | 1,606 | $208K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 1,500 | $205K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,263 | $163K |
| Flaharty Asset Management, LLC | 0.02% | New | 1,143 | $148K |
| Smartleaf Asset Management LLC | 0.01% | No change | 750 | $97K |
| FMR LLC | 0.00% | Reduce -1.2% | 410 | $53K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.3% | 405 | $53K |
| Spire Wealth Management | 0.00% | No change | 372 | $48K |
| Synergy Investment Management, LLC | 0.02% | Add +77.6% | 364 | $47K |
| N.E.W. Advisory Services LLC | 0.00% | New | 316 | $41K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 291 | $38K |
| CoreCap Advisors, LLC | 0.00% | No change | 250 | $32K |
| Harbour Investments, Inc. | 0.00% | No change | 211 | $27K |
| Farther Finance Advisors, LLC | 0.00% | New | 199 | $26K |
| NewEdge Advisors, LLC | 0.00% | Reduce -69.6% | 154 | $20K |
| Sound Income Strategies, LLC | 0.00% | No change | 90 | $12K |
| Blue Trust, Inc. | 0.00% | No change | 84 | $11K |
| Citigroup Inc. | 0.00% | No change | 50 | $6K |
| 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% | Reduce -28.6% | 10 | $1K |
"% 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.