First Trust Multi-Cap Value Fund(FAB)

$101.86—

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First Trust Multi-Cap Value Fund(FAB)

NASDAQ

$101.86—

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FAB(FAB)

FAB

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 93 Institutional Holders

Holder	Shares	Date	Change	% Held
RAYMOND JAMES FINANCIAL INC	65.60K	Mar 31, 26	+3.88K	4.82%
MORGAN STANLEY	61.50K	Mar 31, 26	-2.34K	4.52%
LPL Financial LLC	55.51K	Mar 31, 26	+9.84K	4.08%
WELLS FARGO & COMPANY/MN	44.97K	Mar 31, 26	+10.40K	3.31%
ADVISOR GROUP HOLDINGS, INC.	43.62K	Mar 31, 26	+682	3.21%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	36.21K	Mar 31, 26	+22.68K	2.66%
626 Financial, LLC	35.72K	Mar 31, 26	-128	2.63%
CITADEL ADVISORS LLC	33.14K	Mar 31, 26	+24.61K	2.44%
ROYAL BANK OF CANADA	33.01K	Mar 31, 26	-212	2.43%
GOLDMAN SACHS GROUP INC	21.82K	Mar 31, 26	-226	1.60%
Baird Financial Group, Inc.	21.43K	Mar 31, 26	+87	1.58%
STIFEL FINANCIAL CORP	19.19K	Mar 31, 26	-315	1.41%
COMMONWEALTH EQUITY SERVICES, LLC	17.53K	Mar 31, 26	-1.51K	1.29%
Proactive Wealth Strategies LLC	16.39K	Mar 31, 26	+8.22K	1.21%
PFG Advisors	14.04K	Mar 31, 26	--	1.03%
Private Advisor Group, LLC	10.45K	Mar 31, 26	+21	0.77%
HARBOUR INVESTMENTS, INC.	9.33K	Mar 31, 26	+2.19K	0.69%
Quad-Cities Investment Group, LLC	8.83K	Mar 31, 26	-121	0.65%
Rockefeller Capital Management L.P.	7.79K	Mar 31, 26	-951	0.57%
Cambridge Investment Research Advisors, Inc.	7.49K	Mar 31, 26	-248	0.55%
PRINCIPAL SECURITIES, INC.	7.45K	Mar 31, 26	-3.80K	0.55%
Janney Montgomery Scott LLC	7.32K	Mar 31, 26	-1	0.54%
Avidian Wealth Solutions, LLC	7.30K	Mar 31, 26	+21	0.54%
UBS Group AG	7.18K	Mar 31, 26	+987	0.53%
Cetera Investment Advisers	6.87K	Mar 31, 26	+229	0.51%
Capital Investment Advisory Services, LLC	6.57K	Mar 31, 26	-50	0.48%
D.A. DAVIDSON & CO.	5.79K	Mar 31, 26	--	0.43%
JONES FINANCIAL COMPANIES LLLP	5.24K	Mar 31, 26	+1.28K	0.39%
COTTONWOOD CAPITAL ADVISORS, LLC	4.85K	Mar 31, 26	-1	0.36%
Stratos Wealth Partners, LTD.	4.69K	Mar 31, 26	+11	0.34%
PFG Investments, LLC	4.36K	Mar 31, 26	+15	0.32%
TRUIST FINANCIAL CORP	4.13K	Mar 31, 26	-120	0.30%
HFG Advisors, Inc.	4.09K	Mar 31, 26	--	0.30%
ENVESTNET ASSET MANAGEMENT INC	4.09K	Mar 31, 26	-137	0.30%
TCFG WEALTH MANAGEMENT, LLC	3.60K	Mar 31, 26	--	0.26%
Apeiron RIA LLC	3.23K	Mar 31, 26	-18	0.24%
Creative Planning	3.19K	Mar 31, 26	+8	0.23%
PACIFIC SUN FINANCIAL CORP	3.11K	Mar 31, 26	--	0.23%
Kestra Advisory Services, LLC	2.34K	Mar 31, 26	+475	0.17%
Clearstead Advisors, LLC	2.32K	Mar 31, 26	--	0.17%
Moors & Cabot, Inc.	2.25K	Mar 31, 26	--	0.17%
CENTAURUS FINANCIAL, INC.	1.11K	Mar 31, 26	+1.11K	0.08%
Golden State Wealth Management, LLC	985	Mar 31, 26	--	0.07%
Sound Income Strategies, LLC	811	Mar 31, 26	-80	0.06%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	809	Mar 31, 26	+3	0.06%
FMR LLC	789	Mar 31, 26	--	0.06%
JPMORGAN CHASE & CO	700	Mar 31, 26	--	0.05%
IFP Advisors, Inc	697	Mar 31, 26	--	0.05%
Parkside Financial Bank & Trust	600	Mar 31, 26	--	0.04%
Anchor Investment Management, LLC	350	Mar 31, 26	+350	0.03%
TRUST CO OF TOLEDO NA /OH/	348	Mar 31, 26	--	0.03%
NewEdge Advisors, LLC	320	Mar 31, 26	--	0.02%
NBC SECURITIES, INC.	319	Mar 31, 26	--	0.02%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	280	Mar 31, 26	--	0.02%
Geneos Wealth Management Inc.	246	Mar 31, 26	-64	0.02%
Advisory Services Network, LLC	185	Mar 31, 26	+185	0.01%
Parallel Advisors, LLC	184	Mar 31, 26	--	0.01%
CITIGROUP INC	151	Mar 31, 26	+16	0.01%
UBS ASSET MANAGEMENT AMERICAS INC	100	Mar 31, 26	+100	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	98	Mar 31, 26	--	0.01%
SRS Capital Advisors, Inc.	75	Mar 31, 26	--	0.01%
Allworth Financial LP	70	Mar 31, 26	--	0.01%
Larson Financial Group LLC	42	Mar 31, 26	--	0.00%
AdvisorNet Financial, Inc	37	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	20	Mar 31, 26	--	0.00%
Western Wealth Management, LLC	17	Mar 31, 26	+17	0.00%
Virtu Financial LLC	--	Mar 31, 26	-3.39K	--
Global Retirement Partners, LLC	15	Dec 31, 25	-28	0.00%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-2.41K	--
Raymond James Financial Services Advisors, Inc.	49.83K	Sep 30, 24	-940	3.67%
RAYMOND JAMES & ASSOCIATES	10.71K	Sep 30, 24	+537	0.79%
ETFIDEA, LLC	4.21K	Sep 30, 24	--	0.31%
Kowal Investment Group, LLC	3.30K	Sep 30, 24	-89	0.24%
RAYMOND JAMES TRUST N.A.	2.77K	Sep 30, 24	--	0.20%
BENJAMIN F. EDWARDS & COMPANY, INC.	596	Jun 30, 24	-68.66K	0.04%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-275	--
Cetera Advisors LLC	3.24K	Mar 31, 24	+107	0.24%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.91K	Mar 31, 24	--	0.21%
American Portfolios Advisors	100	Sep 30, 22	--	0.01%
NEXT Financial Group, Inc	33	Dec 31, 21	+33	0.00%
Advisor Group, Inc.	30.56K	Dec 31, 19	+2.50K	2.25%
LADENBURG THALMANN FINANCIAL SERVICES INC.	4.72K	Dec 31, 19	-1.85K	0.35%
IFC Holdings Incorporated/FL	16.61K	Dec 31, 17	-177	1.22%
Commonwealth Equity Services, Inc	22.96K	Jun 30, 17	-1.10K	1.69%
Virtu KCG Holdings LLC	8.80K	Jun 30, 17	+8.80K	0.65%
WFG Advisors, LP	5.00K	Jun 30, 17	+995	0.37%
MSI Financial Services Inc	818	Dec 31, 16	+48	0.06%
ANCORA FAMILY WEALTH ADVISORS, LLC	4.50K	Sep 30, 16	+4.50K	0.33%
SOCIETE GENERALE	4.86K	Jun 30, 16	+4.86K	0.36%
VSR Financial Services, Inc.	--	Jun 30, 16	-80.03K	--
NEW ENGLAND SECURITIES CORP /MA/	--	Dec 31, 14	-395	--
UBS AG	192.48K	Sep 30, 14	+5.11K	14.16%
First Allied Securities, Inc.	1.23K	Jun 30, 12	+150	0.09%

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Holder

Date

Change

% Held

RAYMOND JAMES FINANCIAL INC

65.60K

Mar 31, 26

+3.88K

4.82%

MORGAN STANLEY

61.50K

Mar 31, 26

-2.34K

4.52%

LPL Financial LLC

55.51K

Mar 31, 26

+9.84K

4.08%

WELLS FARGO & COMPANY/MN

44.97K

Mar 31, 26

+10.40K

3.31%

ADVISOR GROUP HOLDINGS, INC.

43.62K

Mar 31, 26

+682

3.21%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

36.21K

Mar 31, 26

+22.68K

2.66%

626 Financial, LLC

35.72K

Mar 31, 26

-128

2.63%

CITADEL ADVISORS LLC

33.14K

Mar 31, 26

+24.61K

2.44%

ROYAL BANK OF CANADA

33.01K

Mar 31, 26

-212

2.43%

GOLDMAN SACHS GROUP INC

21.82K

Mar 31, 26

-226

1.60%

Baird Financial Group, Inc.

21.43K

Mar 31, 26

+87

1.58%

STIFEL FINANCIAL CORP

19.19K

Mar 31, 26

-315

1.41%

COMMONWEALTH EQUITY SERVICES, LLC

17.53K

Mar 31, 26

-1.51K

1.29%

Proactive Wealth Strategies LLC

16.39K

Mar 31, 26

+8.22K

1.21%

PFG Advisors

14.04K

Mar 31, 26

1.03%

Private Advisor Group, LLC

10.45K

Mar 31, 26

+21

0.77%

HARBOUR INVESTMENTS, INC.

9.33K

Mar 31, 26

+2.19K

0.69%

Quad-Cities Investment Group, LLC

8.83K

Mar 31, 26

-121

0.65%

Rockefeller Capital Management L.P.

7.79K

Mar 31, 26

-951

0.57%

Cambridge Investment Research Advisors, Inc.

7.49K

Mar 31, 26

-248

0.55%

PRINCIPAL SECURITIES, INC.

7.45K

Mar 31, 26

-3.80K

0.55%

Janney Montgomery Scott LLC

7.32K

Mar 31, 26

-1

0.54%

Avidian Wealth Solutions, LLC

7.30K

Mar 31, 26

+21

0.54%

UBS Group AG

7.18K

Mar 31, 26

+987

0.53%

Cetera Investment Advisers

6.87K

Mar 31, 26

+229

0.51%

Capital Investment Advisory Services, LLC

6.57K

Mar 31, 26

-50

0.48%

D.A. DAVIDSON & CO.

5.79K

Mar 31, 26

0.43%

JONES FINANCIAL COMPANIES LLLP

5.24K

Mar 31, 26

+1.28K

0.39%

COTTONWOOD CAPITAL ADVISORS, LLC

4.85K

Mar 31, 26

-1

0.36%

Stratos Wealth Partners, LTD.

4.69K

Mar 31, 26

+11

0.34%

PFG Investments, LLC

4.36K

Mar 31, 26

+15

0.32%

TRUIST FINANCIAL CORP

4.13K

Mar 31, 26

-120

0.30%

HFG Advisors, Inc.

4.09K

Mar 31, 26

0.30%

ENVESTNET ASSET MANAGEMENT INC

4.09K

Mar 31, 26

-137

0.30%

TCFG WEALTH MANAGEMENT, LLC

3.60K

Mar 31, 26

0.26%

Apeiron RIA LLC

3.23K

Mar 31, 26

-18

0.24%

Creative Planning

3.19K

Mar 31, 26

0.23%

PACIFIC SUN FINANCIAL CORP

3.11K

Mar 31, 26

0.23%

Kestra Advisory Services, LLC

2.34K

Mar 31, 26

+475

0.17%

Clearstead Advisors, LLC

2.32K

Mar 31, 26

0.17%

Moors & Cabot, Inc.

2.25K

Mar 31, 26

0.17%

CENTAURUS FINANCIAL, INC.

1.11K

Mar 31, 26

+1.11K

0.08%

Golden State Wealth Management, LLC

985

Mar 31, 26

0.07%

Sound Income Strategies, LLC

811

Mar 31, 26

-80

0.06%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

809

Mar 31, 26

0.06%

FMR LLC

789

Mar 31, 26

0.06%

JPMORGAN CHASE & CO

700

Mar 31, 26

0.05%

IFP Advisors, Inc

697

Mar 31, 26

0.05%

Parkside Financial Bank & Trust

600

Mar 31, 26

0.04%

Anchor Investment Management, LLC

350

Mar 31, 26

+350

0.03%

TRUST CO OF TOLEDO NA /OH/

348

Mar 31, 26

0.03%

NewEdge Advisors, LLC

320

Mar 31, 26

0.02%

NBC SECURITIES, INC.

319

Mar 31, 26

0.02%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

280

Mar 31, 26

0.02%

Geneos Wealth Management Inc.

246

Mar 31, 26

-64

0.02%

Advisory Services Network, LLC

185

Mar 31, 26

+185

0.01%

Parallel Advisors, LLC

184

Mar 31, 26

0.01%

CITIGROUP INC

151

Mar 31, 26

+16

0.01%

UBS ASSET MANAGEMENT AMERICAS INC

100

Mar 31, 26

+100

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

Mar 31, 26

0.01%

SRS Capital Advisors, Inc.

Mar 31, 26

0.01%

Allworth Financial LP

Mar 31, 26

0.01%

Larson Financial Group LLC

Mar 31, 26

0.00%

AdvisorNet Financial, Inc

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

Western Wealth Management, LLC

Mar 31, 26

+17

0.00%

Virtu Financial LLC

Mar 31, 26

-3.39K

Global Retirement Partners, LLC

Dec 31, 25

-28

0.00%

GPS Wealth Strategies Group, LLC

Dec 31, 25

-2.41K

Raymond James Financial Services Advisors, Inc.

49.83K

Sep 30, 24

-940

3.67%

RAYMOND JAMES & ASSOCIATES

10.71K

Sep 30, 24

+537

0.79%

ETFIDEA, LLC

4.21K

Sep 30, 24

0.31%

Kowal Investment Group, LLC

3.30K

Sep 30, 24

-89

0.24%

RAYMOND JAMES TRUST N.A.

2.77K

Sep 30, 24

0.20%

BENJAMIN F. EDWARDS & COMPANY, INC.

596

Jun 30, 24

-68.66K

0.04%

ICA Group Wealth Management, LLC

Jun 30, 24

-275

Cetera Advisors LLC

3.24K

Mar 31, 24

+107

0.24%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.91K

Mar 31, 24

0.21%

American Portfolios Advisors

100

Sep 30, 22

0.01%

NEXT Financial Group, Inc

Dec 31, 21

+33

0.00%

Advisor Group, Inc.

30.56K

Dec 31, 19

+2.50K

2.25%

LADENBURG THALMANN FINANCIAL SERVICES INC.

4.72K

Dec 31, 19

-1.85K

0.35%

IFC Holdings Incorporated/FL

16.61K

Dec 31, 17

-177

1.22%

Commonwealth Equity Services, Inc

22.96K

Jun 30, 17

-1.10K

1.69%

Virtu KCG Holdings LLC

8.80K

Jun 30, 17

+8.80K

0.65%

WFG Advisors, LP

5.00K

Jun 30, 17

+995

0.37%

MSI Financial Services Inc

818

Dec 31, 16

+48

0.06%

ANCORA FAMILY WEALTH ADVISORS, LLC

4.50K

Sep 30, 16

+4.50K

0.33%

SOCIETE GENERALE

4.86K

Jun 30, 16

+4.86K

0.36%

VSR Financial Services, Inc.

Jun 30, 16

-80.03K

NEW ENGLAND SECURITIES CORP /MA/

Dec 31, 14

-395

UBS AG

192.48K

Sep 30, 14

+5.11K

14.16%

First Allied Securities, Inc.

1.23K

Jun 30, 12

+150

0.09%