First Trust Multi Cap GrowthFADETF
13F holders, Q2 2025 (June 30)78holders +7
12new positions
6sold out
1famous investor
$146.83avg. 13F price*
At the end of Q2 2025, 78 institutions reported holding First Trust Multi Cap Growth (FAD) in their 13F filings, up 7 from Q1 2025. 12 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($29.7M), Raymond James Financial Inc. ($19.8M) and Wells Fargo & Company ($18.2M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.9M |
| Exits | 6 | $624K |
All 13F filers, Q1 2025 → Q2 2025: 350,204 shares bought and 62,946 shares sold, net +287,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Morgan Stanley | 0.00% | Add +108.8% | 202,432 | $29.7M |
| Raymond James Financial Inc. | 0.01% | Add +62.5% | 134,552 | $19.8M |
| Wells Fargo & Company | 0.00% | Add +414.1% | 123,837 | $18.2M |
| LPL Financial LLC | 0.01% | Reduce -8.2% | 101,848 | $15.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.7% | 65,181 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.7% | 51,870 | $7.6M |
| Truist Financial Corp. | 0.01% | Add +6.0% | 48,647 | $7.1M |
| Plotkin Financial Advisors, LLC | 3.69% | Reduce -1.2% | 45,602 | $6.7M |
| RPg Family Wealth Advisory, LLC | 1.27% | Reduce -2.1% | 32,523 | $4.8M |
| Bank of America Corp. | 0.00% | Add +10.6% | 31,719 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +1272.6% | 30,321 | $4.5M |
| Creative Planning | 0.00% | Reduce -50.5% | 27,825 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 25,163 | $3.7M |
| Wealth Management Partners, LLC | 1.25% | Add +4.5% | 23,992 | $3.5M |
| Geneos Wealth Management Inc. | 0.07% | Add +30.6% | 20,562 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.2% | 14,754 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.3% | 14,235 | $2.1M |
| UBS Group AG | 0.00% | Reduce -6.1% | 14,146 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.5% | 13,996 | $2.1M |
| WCG Wealth Advisors LLC | 0.13% | New | 13,668 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +29.2% | 11,135 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +6.9% | 10,789 | $1.6M |
| Stonebridge Financial Planning Group, LLC | 0.65% | No change | 10,572 | $1.6M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -7.8% | 10,409 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 9,956 | $1.5M |
| 626 Financial, LLC | 0.66% | No change | 9,518 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +10.7% | 8,772 | $1.3M |
| IFP Advisors, Inc | 0.03% | Reduce -0.2% | 6,941 | $1.0M |
| Certified Advisory Corp | 0.10% | New | 6,383 | $937K |
| Kestra Advisory Services, LLC | 0.00% | Add +159.2% | 6,175 | $907K |
| Two Sigma Investments, LP | 0.00% | New | 5,500 | $808K |
| Proactive Wealth Strategies LLC | 0.37% | Add +0.0% | 5,318 | $781K |
| Golden State Wealth Management, LLC | 0.09% | No change | 5,176 | $760K |
| Apeiron RIA LLC | 0.20% | Reduce -0.1% | 5,171 | $759K |
| Willner & Heller, LLC | 0.63% | Add +6.0% | 5,071 | $744K |
| Osaic Holdings, Inc. | 0.00% | Add +57.5% | 4,617 | $678K |
| Sanctuary Advisors, LLC | 0.00% | No change | 4,113 | $604K |
| Nwam LLC | 0.03% | No change | 3,858 | $580K |
| Lanark Financial, Inc. | 0.05% | Reduce -3.2% | 3,895 | $571K |
| Nova Wealth Management, Inc. | 0.41% | Add +79.9% | 3,771 | $553K |
| Independent Financial Group, LLC | 0.01% | No change | 3,347 | $491K |
| Aviance Capital Partners, LLC | 0.06% | No change | 2,975 | $437K |
| Virtu Financial LLC | 0.02% | Reduce -85.2% | 2,623 | $385K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,596 | $381K |
| Citadel Advisors | 0.00% | New | 2,580 | $379K |
| Global Retirement Partners, LLC | 0.01% | — | 2,518 | $370K |
| Gateway Wealth Partners, LLC | 0.07% | Reduce -0.9% | 2,401 | $353K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -20.3% | 2,362 | $347K |
| QTR Family Wealth, LLC | 0.20% | Add +0.6% | 2,171 | $319K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.1% | 2,146 | $317K |
| PFG Advisors | 0.01% | Add +6.6% | 2,055 | $302K |
| Cwm, LLC | 0.00% | No change | 2,017 | $296K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 1,962 | $288K |
| Truefg, LLC | 0.08% | New | 1,776 | $261K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,633 | $240K |
| 1ST Source Bank | 0.01% | No change | 1,606 | $236K |
| TCFG Wealth Management, LLC | 0.10% | New | 1,510 | $222K |
| Betterment LLC | 0.00% | New | 1,391 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.6% | 1,372 | $201K |
| Smartleaf Asset Management LLC | 0.01% | No change | 750 | $109K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -51.7% | 725 | $106K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +140.2% | 699 | $103K |
| FMR LLC | 0.00% | Reduce -12.9% | 357 | $52K |
| Allworth Financial LP | 0.00% | New | 265 | $39K |
| CoreCap Advisors, LLC | 0.00% | No change | 250 | $37K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 243 | $36K |
| Harbour Investments, Inc. | 0.00% | No change | 211 | $31K |
| Farther Finance Advisors, LLC | 0.00% | No change | 199 | $29K |
| Principal Securities, Inc. | 0.00% | Add +404.0% | 126 | $18K |
| Comerica Bank | 0.00% | New | 104 | $15K |
| Blair William & Co. | 0.00% | New | 92 | $14K |
| Sound Income Strategies, LLC | 0.00% | No change | 90 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 84 | $12K |
| Legend Financial Advisors, Inc. | 0.00% | New | 50 | $7K |
| Citigroup Inc. | 0.00% | No change | 50 | $7K |
| NewEdge Advisors, LLC | 0.00% | Reduce -77.9% | 34 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -20.0% | 8 | $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.