First Trust Multi Cap GrowthFADETF
13F holders, Q3 2025 (September 30)83holders +5
9new positions
4sold out
1famous investor
$160.38avg. 13F price*
At the end of Q3 2025, 83 institutions reported holding First Trust Multi Cap Growth (FAD) in their 13F filings, up 5 from Q2 2025. 9 opened new positions and 4 sold out. The largest holders were Morgan Stanley ($47.6M), Wells Fargo & Company ($20.9M) and LPL Financial LLC ($20.3M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.1M |
| Exits | 4 | $1.3M |
All 13F filers, Q2 2025 → Q3 2025: 249,014 shares bought and 46,692 shares sold, net +202,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Morgan Stanley | 0.00% | Add +46.4% | 296,332 | $47.6M |
| Wells Fargo & Company | 0.00% | Add +5.2% | 130,278 | $20.9M |
| LPL Financial LLC | 0.01% | Add +24.1% | 126,407 | $20.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -12.6% | 117,647 | $18.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.3% | 59,155 | $9.5M |
| Truist Financial Corp. | 0.01% | Add +5.1% | 51,125 | $8.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.6% | 50,000 | $8.0M |
| Osaic Holdings, Inc. | 0.01% | Add +947.2% | 48,351 | $7.5M |
| Plotkin Financial Advisors, LLC | 3.62% | Add +0.1% | 45,632 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | Add +16.8% | 35,426 | $5.7M |
| RPg Family Wealth Advisory, LLC | 1.15% | Add +0.4% | 32,639 | $5.2M |
| Bank of America Corp. | 0.00% | Reduce -4.3% | 30,358 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 27,120 | $4.4M |
| Synergy Investment Management, LLC | 1.61% | New | 26,270 | $4.2M |
| Creative Planning | 0.00% | Reduce -8.6% | 25,428 | $4.1M |
| Wealth Management Partners, LLC | 1.26% | Add +2.9% | 24,697 | $4.0M |
| Geneos Wealth Management Inc. | 0.09% | Add +5.0% | 21,582 | $3.5M |
| Citadel Advisors | 0.00% | Add +675.6% | 20,011 | $3.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.9% | 16,505 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Add +1.0% | 14,133 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 14,118 | $2.3M |
| WCG Wealth Advisors LLC | 0.14% | Add +1.5% | 13,871 | $2.2M |
| UBS Group AG | 0.00% | Reduce -10.7% | 12,633 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +11.7% | 12,435 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 11,012 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.0% | 10,751 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.62% | Reduce -3.0% | 10,254 | $1.6M |
| Cetera Investment Advisers | 0.00% | Add +14.0% | 10,003 | $1.6M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -4.0% | 9,993 | $1.6M |
| 626 Financial, LLC | 0.66% | Reduce -2.6% | 9,268 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +43.8% | 8,880 | $1.4M |
| IFP Advisors, Inc | 0.03% | Reduce -0.7% | 6,892 | $1.1M |
| Certified Advisory Corp | 0.10% | Reduce -1.6% | 6,281 | $1.0M |
| Nova Wealth Management, Inc. | 0.64% | Add +50.1% | 5,660 | $909K |
| Proactive Wealth Strategies LLC | 0.37% | Add +0.1% | 5,321 | $854K |
| Private Advisory Group LLC | 0.07% | New | 5,264 | $845K |
| Apeiron RIA LLC | 0.19% | Add +0.9% | 5,219 | $843K |
| Golden State Wealth Management, LLC | 0.09% | Reduce -0.1% | 5,168 | $830K |
| Willner & Heller, LLC | 0.63% | Add +0.3% | 5,087 | $817K |
| Independent Financial Group, LLC | 0.02% | Add +33.4% | 4,465 | $717K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.1% | 4,200 | $674K |
| Nwam LLC | 0.03% | No change | 3,858 | $630K |
| Aviance Capital Partners, LLC | 0.06% | No change | 2,975 | $478K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,596 | $417K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.1% | 2,466 | $396K |
| OneDigital Investment Advisors LLC | 0.00% | Add +1.3% | 2,393 | $384K |
| Gateway Wealth Partners, LLC | 0.05% | Reduce -8.1% | 2,207 | $354K |
| QTR Family Wealth, LLC | 0.16% | Reduce -4.8% | 2,066 | $332K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.5% | 1,942 | $313K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.2% | 1,900 | $305K |
| PFG Advisors | 0.01% | Reduce -11.9% | 1,810 | $291K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,633 | $262K |
| 1ST Source Bank | 0.01% | No change | 1,606 | $258K |
| TCFG Wealth Management, LLC | 0.10% | No change | 1,510 | $242K |
| Advyzon Investment Management, LLC | 0.04% | New | 1,508 | $242K |
| Truefg, LLC | 0.07% | Reduce -17.0% | 1,474 | $237K |
| Betterment LLC | 0.00% | No change | 1,391 | $223K |
| Thoroughbred Financial Services, LLC | 0.01% | New | 1,349 | $216K |
| Equitable Holdings, Inc. | 0.00% | New | 1,321 | $212K |
| IFG Advisory, LLC | 0.01% | New | 1,310 | $210K |
| Farther Finance Advisors, LLC | 0.00% | Add +557.8% | 1,309 | $210K |
| Ameritas Advisory Services, LLC | 0.01% | Add +69.7% | 1,230 | $197K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -29.1% | 972 | $156K |
| Cwm, LLC | 0.00% | Reduce -55.5% | 897 | $144K |
| Smartleaf Asset Management LLC | 0.01% | No change | 750 | $120K |
| Rockefeller Capital Management L.P. | 0.00% | New | 500 | $80K |
| FMR LLC | 0.00% | Add +19.6% | 427 | $69K |
| US Bancorp \de | 0.00% | New | 384 | $62K |
| Principal Securities, Inc. | 0.00% | Add +196.0% | 373 | $60K |
| CoreCap Advisors, LLC | 0.00% | No change | 250 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 243 | $39K |
| Harbour Investments, Inc. | 0.00% | No change | 211 | $34K |
| Allworth Financial LP | 0.00% | Reduce -24.5% | 200 | $32K |
| Lanark Financial, Inc. | 0.00% | Reduce -95.6% | 170 | $27K |
| Citigroup Inc. | 0.00% | Add +202.0% | 151 | $24K |
| Blair William & Co. | 0.00% | Add +25.0% | 115 | $18K |
| Comerica Bank | 0.00% | Reduce -11.5% | 92 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 90 | $15K |
| Blue Trust, Inc. | 0.00% | No change | 84 | $14K |
| JPMorgan Chase & Co. | 0.00% | New | 39 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 34 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16 | $3K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.0% | 6 | $963 |
"% 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.