First Trust Multi Cap GrowthFADETF
13F holders, Q1 2026 (March 31)99holders +5
15new positions
8sold out
$158.91avg. 13F price*
At the end of Q1 2026, 99 institutions reported holding First Trust Multi Cap Growth (FAD) in their 13F filings, up 5 from Q4 2025. 15 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($38.5M), LPL Financial LLC ($31.5M) and Wells Fargo & Company ($27.8M).
- Company
- First Trust Multi Cap Growth
- CUSIP
- 33733F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.7M |
| Exits | 8 | $9.3M |
All 13F filers, Q4 2025 → Q1 2026: 289,609 shares bought and 199,866 shares sold, net +89,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 99 holders
| Morgan Stanley | 0.00% | Reduce -21.4% | 242,445 | $38.5M |
| LPL Financial LLC | 0.01% | Add +58.2% | 197,933 | $31.5M |
| Wells Fargo & Company | 0.01% | Add +27.8% | 175,021 | $27.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -32.5% | 93,573 | $14.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.8% | 60,837 | $9.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 50,000 | $7.9M |
| Truist Financial Corp. | 0.01% | Add +4.5% | 49,292 | $7.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.5% | 45,527 | $7.2M |
| Plotkin Financial Advisors, LLC | 3.57% | Reduce -0.5% | 44,666 | $7.1M |
| Bank of America Corp. | 0.00% | Add +37.3% | 41,501 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +7.8% | 34,241 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +253.5% | 31,173 | $5.0M |
| RPg Family Wealth Advisory, LLC | 1.01% | Reduce -4.5% | 30,351 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +315.8% | 29,636 | $4.7M |
| Jones Financial Companies LLLP | 0.00% | Add +71.1% | 29,510 | $4.6M |
| Synergy Investment Management, LLC | 1.48% | Add +7.8% | 28,513 | $4.5M |
| Wedbush Securities Inc. | 0.12% | Reduce -4.5% | 25,030 | $4.0M |
| Wealth Management Partners, LLC | 1.13% | Reduce -0.5% | 24,907 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +74.9% | 24,741 | $3.9M |
| Creative Planning | 0.00% | Reduce -4.0% | 24,351 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +88.1% | 23,551 | $3.7M |
| Geneos Wealth Management Inc. | 0.09% | Add +6.6% | 23,388 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.7% | 20,998 | $3.3M |
| UBS Group AG | 0.00% | Reduce -0.3% | 17,692 | $2.8M |
| Private Advisor Group, LLC | 0.01% | Add +0.0% | 14,184 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +25.3% | 14,060 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Add +0.3% | 13,910 | $2.2M |
| WCG Wealth Advisors LLC | 0.06% | Add +2.2% | 13,705 | $2.2M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | New | 13,629 | $2.2M |
| Mgo One Seven LLC | 0.04% | New | 13,526 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +3.2% | 13,075 | $2.1M |
| Proactive Wealth Strategies LLC | 0.32% | Add +100.0% | 10,674 | $1.7M |
| Stonebridge Financial Planning Group, LLC | 0.61% | Add +1.1% | 10,528 | $1.7M |
| Fifth Third Securities, Inc. | 0.11% | Reduce -5.7% | 10,262 | $1.6M |
| 626 Financial, LLC | 0.67% | Add +4.4% | 9,464 | $1.5M |
| Stonebridge Financial Group, LLC / MO | 1.26% | Add +23.8% | 9,402 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 8,656 | $1.4M |
| Advyzon Investment Management, LLC | 0.12% | Add +6.0% | 8,595 | $1.4M |
| Nova Wealth Management, Inc. | 0.68% | Add +10.1% | 6,541 | $1.0M |
| Willner & Heller, LLC | 0.77% | Add +8.2% | 6,523 | $1.0M |
| Certified Advisory Corp | 0.09% | Add +5.7% | 6,481 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +2.1% | 6,397 | $1.0M |
| Golden State Wealth Management, LLC | 0.09% | No change | 5,053 | $803K |
| Independent Financial Group, LLC | 0.02% | Reduce -7.8% | 4,971 | $790K |
| Apeiron RIA LLC | 0.18% | Reduce -5.5% | 4,851 | $771K |
| TrueWealth Advisors, LLC | 0.19% | New | 4,725 | $751K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.8% | 4,159 | $661K |
| Gateway Wealth Partners, LLC | 0.02% | Add +57.0% | 3,436 | $546K |
| Merit Financial Group, LLC | 0.00% | New | 3,353 | $533K |
| Aviance Capital Partners, LLC | 0.06% | No change | 2,975 | $473K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.1% | 2,862 | $455K |
| Nwam LLC | 0.03% | Reduce -30.9% | 2,801 | $445K |
| MML Investors Services, LLC | 0.00% | New | 2,708 | $430K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 2,596 | $413K |
| Fortis Capital Advisors, LLC | 0.05% | New | 2,430 | $386K |
| Belpointe Asset Management LLC | 0.01% | New | 2,430 | $386K |
| QTR Family Wealth, LLC | 0.16% | Add +5.6% | 2,199 | $381K |
| Parkway Wealth Management Group, LLC | 0.04% | Add +0.1% | 1,924 | $325K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -80.3% | 1,934 | $307K |
| PFG Advisors | 0.01% | Add +1.9% | 1,885 | $300K |
| Harbour Investments, Inc. | 0.00% | Add +787.7% | 1,873 | $298K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.9% | 1,613 | $261K |
| Clearstead Advisors, LLC | 0.00% | No change | 1,633 | $260K |
| 1ST Source Bank | 0.01% | No change | 1,606 | $255K |
| TCFG Wealth Management, LLC | 0.09% | No change | 1,510 | $240K |
| TCFG Investment Advisors, LLC | 0.09% | — | 1,510 | $240K |
| Truefg, LLC | 0.06% | No change | 1,474 | $234K |
| Equitable Holdings, Inc. | 0.00% | Add +5.1% | 1,436 | $232K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.3% | 1,359 | $216K |
| Thoroughbred Financial Services, LLC | 0.01% | No change | 1,349 | $214K |
| Ethos Financial Group, LLC | 0.02% | New | 1,335 | $212K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,302 | $210K |
| Serenity Investment Advisors | 0.09% | New | 1,090 | $200K |
| Cwm, LLC | 0.00% | No change | 897 | $143K |
| International Assets Investment Management, LLC | 0.01% | No change | 884 | $142K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 829 | $132K |
| Smartleaf Asset Management LLC | 0.00% | No change | 750 | $115K |
| NewEdge Advisors, LLC | 0.00% | No change | 484 | $77K |
| Advocate Investing Services LLC | 0.06% | Add +223.9% | 434 | $69K |
| Sound Income Strategies, LLC | 0.00% | Reduce -9.6% | 416 | $67K |
| US Bancorp \de | 0.00% | No change | 389 | $62K |
| FMR LLC | 0.00% | Reduce -13.3% | 370 | $59K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -11.7% | 317 | $50K |
| Creative Financial Designs Inc. | 0.00% | New | 304 | $48K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 243 | $39K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 231 | $37K |
| Allworth Financial LP | 0.00% | No change | 200 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 170 | $27K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 147 | $23K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 138 | $22K |
| Blair William & Co. | 0.00% | No change | 115 | $18K |
| BlackRock, Inc. | 0.00% | New | 103 | $16K |
| Fifth Third Bancorp | 0.00% | New | 88 | $14K |
| Blue Trust, Inc. | 0.00% | No change | 84 | $13K |
| Arax Advisory Partners | 0.00% | New | 58 | $9K |
| Citigroup Inc. | 0.00% | No change | 50 | $8K |
| Legacy Wealth Managment, LLC | 0.00% | New | 46 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16 | $3K |
| Russell Investments Group, Ltd. | 0.00% | No change | 6 | $954 |
"% 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.