First Trust Multi Cap Growth Fund(FAD)

$190.47—

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First Trust Multi Cap Growth Fund(FAD)

NASDAQ

$190.47—

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FAD(FAD)

FAD

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

Institutional Ownership

Top 126 Institutional Holders

Holder	Shares	Date	Change	% Held
MORGAN STANLEY	242.44K	Mar 31, 26	-66.00K	8.66%
LPL Financial LLC	197.93K	Mar 31, 26	+72.83K	7.07%
WELLS FARGO & COMPANY/MN	175.02K	Mar 31, 26	+38.04K	6.25%
RAYMOND JAMES FINANCIAL INC	93.57K	Mar 31, 26	-44.98K	3.34%
COMMONWEALTH EQUITY SERVICES, LLC	60.84K	Mar 31, 26	+2.79K	2.17%
GOLDMAN SACHS GROUP INC	50.00K	Mar 31, 26	--	1.79%
TRUIST FINANCIAL CORP	49.29K	Mar 31, 26	+2.13K	1.76%
ADVISOR GROUP HOLDINGS, INC.	45.53K	Mar 31, 26	-3.18K	1.63%
Plotkin Financial Advisors, LLC	44.67K	Mar 31, 26	-240	1.60%
BANK OF AMERICA CORP /DE/	41.50K	Mar 31, 26	+11.28K	1.48%
ROYAL BANK OF CANADA	34.24K	Mar 31, 26	+2.48K	1.22%
Kestra Advisory Services, LLC	31.17K	Mar 31, 26	+22.36K	1.11%
RPg Family Wealth Advisory, LLC	30.35K	Mar 31, 26	-1.43K	1.08%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	29.64K	Mar 31, 26	+22.51K	1.06%
JONES FINANCIAL COMPANIES LLLP	29.51K	Mar 31, 26	+12.26K	1.05%
Synergy Investment Management, LLC	28.51K	Mar 31, 26	+2.06K	1.02%
WEDBUSH SECURITIES INC	25.03K	Mar 31, 26	-1.17K	0.89%
Wealth Management Partners, LLC	24.91K	Mar 31, 26	-119	0.89%
ENVESTNET ASSET MANAGEMENT INC	24.74K	Mar 31, 26	+10.59K	0.88%
Creative Planning	24.35K	Mar 31, 26	-1.02K	0.87%
Cambridge Investment Research Advisors, Inc.	23.55K	Mar 31, 26	+11.03K	0.84%
Geneos Wealth Management Inc.	23.39K	Mar 31, 26	+1.45K	0.84%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	21.00K	Mar 31, 26	+6.38K	0.75%
UBS Group AG	17.69K	Mar 31, 26	-52	0.63%
Private Advisor Group, LLC	14.18K	Mar 31, 26	+4	0.51%
Cetera Investment Advisers	14.06K	Mar 31, 26	+2.84K	0.50%
Baird Financial Group, Inc.	13.91K	Mar 31, 26	+43	0.50%
WCG Wealth Advisors LLC	13.71K	Mar 31, 26	+295	0.49%
MGO ONE SEVEN LLC	13.53K	Mar 31, 26	+13.53K	0.48%
STIFEL FINANCIAL CORP	13.07K	Mar 31, 26	+404	0.47%
Proactive Wealth Strategies LLC	10.67K	Mar 31, 26	+5.34K	0.38%
Stonebridge Financial Planning Group, LLC	10.53K	Mar 31, 26	+113	0.38%
FIFTH THIRD SECURITIES, INC.	10.26K	Mar 31, 26	-614	0.37%
626 Financial, LLC	9.46K	Mar 31, 26	+396	0.34%
J.W. COLE ADVISORS, INC.	8.66K	Mar 31, 26	+8.66K	0.31%
Advyzon Investment Management, LLC	8.60K	Mar 31, 26	+485	0.31%
Nova Wealth Management, Inc.	6.54K	Mar 31, 26	+598	0.23%
Certified Advisory Corp	6.48K	Mar 31, 26	+349	0.23%
IFP Advisors, Inc	6.40K	Mar 31, 26	+129	0.23%
Golden State Wealth Management, LLC	5.05K	Mar 31, 26	--	0.18%
INDEPENDENT FINANCIAL GROUP, LLC	4.97K	Mar 31, 26	-419	0.18%
Apeiron RIA LLC	4.85K	Mar 31, 26	-282	0.17%
Sanctuary Advisors, LLC	4.16K	Mar 31, 26	-34	0.15%
Gateway Wealth Partners, LLC	3.44K	Mar 31, 26	+1.25K	0.12%
Merit Financial Group, LLC	3.35K	Mar 31, 26	+3.35K	0.12%
Aviance Capital Partners, LLC	2.98K	Mar 31, 26	--	0.11%
OPPENHEIMER & CO INC	2.86K	Mar 31, 26	+215	0.10%
NWAM LLC	2.80K	Mar 31, 26	-1.25K	0.10%
MML INVESTORS SERVICES, LLC	2.71K	Mar 31, 26	+2.71K	0.10%
L. Roy Papp & Associates, LLP	2.60K	Mar 31, 26	--	0.09%
Belpointe Asset Management LLC	2.43K	Mar 31, 26	+2.43K	0.09%
Fortis Capital Advisors, LLC	2.43K	Mar 31, 26	+2.43K	0.09%
QTR Family Wealth, LLC	2.20K	Mar 31, 26	+116	0.08%
Janney Montgomery Scott LLC	1.93K	Mar 31, 26	-7.91K	0.07%
PFG Advisors	1.89K	Mar 31, 26	+36	0.07%
HARBOUR INVESTMENTS, INC.	1.87K	Mar 31, 26	+1.66K	0.07%
Clearstead Advisors, LLC	1.63K	Mar 31, 26	--	0.06%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.61K	Mar 31, 26	-283	0.06%
1ST SOURCE BANK	1.61K	Mar 31, 26	--	0.06%
TCFG WEALTH MANAGEMENT, LLC	1.51K	Mar 31, 26	--	0.05%
TRUEFG, LLC	1.47K	Mar 31, 26	--	0.05%
Equitable Holdings, Inc.	1.44K	Mar 31, 26	+70	0.05%
Resources Investment Advisors, LLC.	1.36K	Mar 31, 26	-92	0.05%
THOROUGHBRED FINANCIAL SERVICES, LLC	1.35K	Mar 31, 26	--	0.05%
Ethos Financial Group, LLC	1.33K	Mar 31, 26	+1.33K	0.05%
Farther Finance Advisors, LLC	1.30K	Mar 31, 26	--	0.05%
CWM, LLC	897	Mar 31, 26	--	0.03%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	884	Mar 31, 26	--	0.03%
Rockefeller Capital Management L.P.	829	Mar 31, 26	-5	0.03%
Smartleaf Asset Management LLC	750	Mar 31, 26	--	0.03%
Western Wealth Management, LLC	516	Mar 31, 26	+516	0.02%
NewEdge Advisors, LLC	484	Mar 31, 26	--	0.02%
Sound Income Strategies, LLC	416	Mar 31, 26	-44	0.01%
US BANCORP \DE\	389	Mar 31, 26	--	0.01%
FMR LLC	370	Mar 31, 26	-57	0.01%
CULLEN/FROST BANKERS, INC.	317	Mar 31, 26	-42	0.01%
CREATIVE FINANCIAL DESIGNS INC /ADV	304	Mar 31, 26	+304	0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	243	Mar 31, 26	--	0.01%
Allworth Financial LP	200	Mar 31, 26	--	0.01%
NBC SECURITIES, INC.	170	Mar 31, 26	--	0.01%
N.E.W. Advisory Services LLC	138	Mar 31, 26	--	0.00%
BLAIR WILLIAM & CO/IL	115	Mar 31, 26	--	0.00%
BlackRock, Inc.	103	Mar 31, 26	+103	0.00%
FIFTH THIRD BANCORP	88	Mar 31, 26	+88	0.00%
Ronald Blue Trust, Inc.	84	Mar 31, 26	--	0.00%
SRS Capital Advisors, Inc.	58	Mar 31, 26	+58	0.00%
CITIGROUP INC	50	Mar 31, 26	--	0.00%
Legacy Wealth Managment, LLC/ID	46	Mar 31, 26	+46	0.00%
Steward Partners Investment Advisory, LLC	16	Mar 31, 26	--	0.00%
Russell Investments Group, Ltd.	6	Mar 31, 26	--	0.00%
IFG Advisory, LLC	--	Mar 31, 26	-1.31K	--
Keystone Wealth Services, LLC	--	Mar 31, 26	-53.80K	--
Private Advisory Group LLC	--	Mar 31, 26	-5.71K	--
ZACKS INVESTMENT MANAGEMENT	--	Mar 31, 26	-1.24K	--
Virtu Financial LLC	--	Mar 31, 26	-5.92K	--
Pensionmark Financial Group, LLC	--	Mar 31, 26	-1.80K	--
FLAGSHIP HARBOR ADVISORS, LLC	--	Mar 31, 26	-550	--
Global Retirement Partners, LLC	2.34K	Dec 31, 25	-125	0.08%
COMERICA BANK	92	Dec 31, 25	--	0.00%
Bison Wealth, LLC	2.09K	Dec 31, 24	-475	0.07%
Raymond James Financial Services Advisors, Inc.	83.12K	Sep 30, 24	-50.26K	2.97%
Kowal Investment Group, LLC	26.85K	Sep 30, 24	-326	0.96%
RAYMOND JAMES & ASSOCIATES	15.60K	Sep 30, 24	-159	0.56%
ICA Group Wealth Management, LLC	--	Jun 30, 24	-150	--
Cetera Advisors LLC	3.02K	Mar 31, 24	+826	0.11%
Cetera Advisor Networks LLC	2.29K	Mar 31, 24	-853	0.08%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	2.01K	Mar 31, 24	--	0.07%
V Wealth Advisors LLC	--	Sep 30, 23	-9.51K	--
F3Logic, LLC	35.74K	Dec 31, 22	+35.74K	1.28%
Gallagher Benefit Services, Inc.	35.74K	Dec 31, 22	+35.74K	1.28%
American Portfolios Advisors	50	Sep 30, 22	+50	0.00%
First Allied Advisory Services, Inc.	9.00K	Sep 30, 20	-844	0.32%
Advisor Group, Inc.	10.88K	Dec 31, 19	+64	0.39%
LADENBURG THALMANN FINANCIAL SERVICES INC.	2.82K	Dec 31, 19	-2.54K	0.10%
BB&T SECURITIES, LLC	41.02K	Sep 30, 19	-493	1.47%
IFC Holdings Incorporated/FL	12.28K	Dec 31, 17	-182	0.44%
Bellwether Investment Group, LLC	5.62K	Dec 31, 17	+746	0.20%
Commonwealth Equity Services, Inc	29.19K	Jun 30, 17	-920	1.04%
Virtu KCG Holdings LLC	3.68K	Jun 30, 17	+3.68K	0.13%
WFG Advisors, LP	3.29K	Jun 30, 17	+570	0.12%
MSI Financial Services Inc	130	Dec 31, 16	--	0.00%
SOCIETE GENERALE	6.40K	Jun 30, 16	+6.40K	0.23%
VSR Financial Services, Inc.	--	Jun 30, 16	-12.59K	--
Fusion Investment Group, LLC	--	Dec 31, 15	-469	--
UBS AG	13.11K	Sep 30, 14	-399	0.47%
First Allied Securities, Inc.	200	Jun 30, 12	+200	0.01%

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Holder

Date

Change

% Held

MORGAN STANLEY

242.44K

Mar 31, 26

-66.00K

8.66%

LPL Financial LLC

197.93K

Mar 31, 26

+72.83K

7.07%

WELLS FARGO & COMPANY/MN

175.02K

Mar 31, 26

+38.04K

6.25%

RAYMOND JAMES FINANCIAL INC

93.57K

Mar 31, 26

-44.98K

3.34%

COMMONWEALTH EQUITY SERVICES, LLC

60.84K

Mar 31, 26

+2.79K

2.17%

GOLDMAN SACHS GROUP INC

50.00K

Mar 31, 26

1.79%

TRUIST FINANCIAL CORP

49.29K

Mar 31, 26

+2.13K

1.76%

ADVISOR GROUP HOLDINGS, INC.

45.53K

Mar 31, 26

-3.18K

1.63%

Plotkin Financial Advisors, LLC

44.67K

Mar 31, 26

-240

1.60%

BANK OF AMERICA CORP /DE/

41.50K

Mar 31, 26

+11.28K

1.48%

ROYAL BANK OF CANADA

34.24K

Mar 31, 26

+2.48K

1.22%

Kestra Advisory Services, LLC

31.17K

Mar 31, 26

+22.36K

1.11%

RPg Family Wealth Advisory, LLC

30.35K

Mar 31, 26

-1.43K

1.08%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

29.64K

Mar 31, 26

+22.51K

1.06%

JONES FINANCIAL COMPANIES LLLP

29.51K

Mar 31, 26

+12.26K

1.05%

Synergy Investment Management, LLC

28.51K

Mar 31, 26

+2.06K

1.02%

WEDBUSH SECURITIES INC

25.03K

Mar 31, 26

-1.17K

0.89%

Wealth Management Partners, LLC

24.91K

Mar 31, 26

-119

0.89%

ENVESTNET ASSET MANAGEMENT INC

24.74K

Mar 31, 26

+10.59K

0.88%

Creative Planning

24.35K

Mar 31, 26

-1.02K

0.87%

Cambridge Investment Research Advisors, Inc.

23.55K

Mar 31, 26

+11.03K

0.84%

Geneos Wealth Management Inc.

23.39K

Mar 31, 26

+1.45K

0.84%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

21.00K

Mar 31, 26

+6.38K

0.75%

UBS Group AG

17.69K

Mar 31, 26

-52

0.63%

Private Advisor Group, LLC

14.18K

Mar 31, 26

0.51%

Cetera Investment Advisers

14.06K

Mar 31, 26

+2.84K

0.50%

Baird Financial Group, Inc.

13.91K

Mar 31, 26

+43

0.50%

WCG Wealth Advisors LLC

13.71K

Mar 31, 26

+295

0.49%

MGO ONE SEVEN LLC

13.53K

Mar 31, 26

+13.53K

0.48%

STIFEL FINANCIAL CORP

13.07K

Mar 31, 26

+404

0.47%

Proactive Wealth Strategies LLC

10.67K

Mar 31, 26

+5.34K

0.38%

Stonebridge Financial Planning Group, LLC

10.53K

Mar 31, 26

+113

0.38%

FIFTH THIRD SECURITIES, INC.

10.26K

Mar 31, 26

-614

0.37%

626 Financial, LLC

9.46K

Mar 31, 26

+396

0.34%

J.W. COLE ADVISORS, INC.

8.66K

Mar 31, 26

+8.66K

0.31%

Advyzon Investment Management, LLC

8.60K

Mar 31, 26

+485

0.31%

Nova Wealth Management, Inc.

6.54K

Mar 31, 26

+598

0.23%

Certified Advisory Corp

6.48K

Mar 31, 26

+349

0.23%

IFP Advisors, Inc

6.40K

Mar 31, 26

+129

0.23%

Golden State Wealth Management, LLC

5.05K

Mar 31, 26

0.18%

INDEPENDENT FINANCIAL GROUP, LLC

4.97K

Mar 31, 26

-419

0.18%

Apeiron RIA LLC

4.85K

Mar 31, 26

-282

0.17%

Sanctuary Advisors, LLC

4.16K

Mar 31, 26

-34

0.15%

Gateway Wealth Partners, LLC

3.44K

Mar 31, 26

+1.25K

0.12%

Merit Financial Group, LLC

3.35K

Mar 31, 26

+3.35K

0.12%

Aviance Capital Partners, LLC

2.98K

Mar 31, 26

0.11%

OPPENHEIMER & CO INC

2.86K

Mar 31, 26

+215

0.10%

NWAM LLC

2.80K

Mar 31, 26

-1.25K

0.10%

MML INVESTORS SERVICES, LLC

2.71K

Mar 31, 26

+2.71K

0.10%

L. Roy Papp & Associates, LLP

2.60K

Mar 31, 26

0.09%

Belpointe Asset Management LLC

2.43K

Mar 31, 26

+2.43K

0.09%

Fortis Capital Advisors, LLC

2.43K

Mar 31, 26

+2.43K

0.09%

QTR Family Wealth, LLC

2.20K

Mar 31, 26

+116

0.08%

Janney Montgomery Scott LLC

1.93K

Mar 31, 26

-7.91K

0.07%

PFG Advisors

1.89K

Mar 31, 26

+36

0.07%

HARBOUR INVESTMENTS, INC.

1.87K

Mar 31, 26

+1.66K

0.07%

Clearstead Advisors, LLC

1.63K

Mar 31, 26

0.06%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

1.61K

Mar 31, 26

-283

0.06%

1ST SOURCE BANK

1.61K

Mar 31, 26

0.06%

TCFG WEALTH MANAGEMENT, LLC

1.51K

Mar 31, 26

0.05%

TRUEFG, LLC

1.47K

Mar 31, 26

0.05%

Equitable Holdings, Inc.

1.44K

Mar 31, 26

+70

0.05%

Resources Investment Advisors, LLC.

1.36K

Mar 31, 26

-92

0.05%

THOROUGHBRED FINANCIAL SERVICES, LLC

1.35K

Mar 31, 26

0.05%

Ethos Financial Group, LLC

1.33K

Mar 31, 26

+1.33K

0.05%

Farther Finance Advisors, LLC

1.30K

Mar 31, 26

0.05%

CWM, LLC

897

Mar 31, 26

0.03%

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

884

Mar 31, 26

0.03%

Rockefeller Capital Management L.P.

829

Mar 31, 26

-5

0.03%

Smartleaf Asset Management LLC

750

Mar 31, 26

0.03%

Western Wealth Management, LLC

516

Mar 31, 26

+516

0.02%

NewEdge Advisors, LLC

484

Mar 31, 26

0.02%

Sound Income Strategies, LLC

416

Mar 31, 26

-44

0.01%

US BANCORP \DE\

389

Mar 31, 26

0.01%

FMR LLC

370

Mar 31, 26

-57

0.01%

CULLEN/FROST BANKERS, INC.

317

Mar 31, 26

-42

0.01%

CREATIVE FINANCIAL DESIGNS INC /ADV

304

Mar 31, 26

+304

0.01%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

243

Mar 31, 26

0.01%

Allworth Financial LP

200

Mar 31, 26

0.01%

NBC SECURITIES, INC.

170

Mar 31, 26

0.01%

N.E.W. Advisory Services LLC

138

Mar 31, 26

0.00%

BLAIR WILLIAM & CO/IL

115

Mar 31, 26

0.00%

BlackRock, Inc.

103

Mar 31, 26

+103

0.00%

FIFTH THIRD BANCORP

Mar 31, 26

+88

0.00%

Ronald Blue Trust, Inc.

Mar 31, 26

0.00%

SRS Capital Advisors, Inc.

Mar 31, 26

+58

0.00%

CITIGROUP INC

Mar 31, 26

0.00%

Legacy Wealth Managment, LLC/ID

Mar 31, 26

+46

0.00%

Steward Partners Investment Advisory, LLC

Mar 31, 26

0.00%

Russell Investments Group, Ltd.

Mar 31, 26

0.00%

IFG Advisory, LLC

Mar 31, 26

-1.31K

Keystone Wealth Services, LLC

Mar 31, 26

-53.80K

Private Advisory Group LLC

Mar 31, 26

-5.71K

ZACKS INVESTMENT MANAGEMENT

Mar 31, 26

-1.24K

Virtu Financial LLC

Mar 31, 26

-5.92K

Pensionmark Financial Group, LLC

Mar 31, 26

-1.80K

FLAGSHIP HARBOR ADVISORS, LLC

Mar 31, 26

-550

Global Retirement Partners, LLC

2.34K

Dec 31, 25

-125

0.08%

COMERICA BANK

Dec 31, 25

0.00%

Bison Wealth, LLC

2.09K

Dec 31, 24

-475

0.07%

Raymond James Financial Services Advisors, Inc.

83.12K

Sep 30, 24

-50.26K

2.97%

Kowal Investment Group, LLC

26.85K

Sep 30, 24

-326

0.96%

RAYMOND JAMES & ASSOCIATES

15.60K

Sep 30, 24

-159

0.56%

ICA Group Wealth Management, LLC

Jun 30, 24

-150

Cetera Advisors LLC

3.02K

Mar 31, 24

+826

0.11%

Cetera Advisor Networks LLC

2.29K

Mar 31, 24

-853

0.08%

WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC

2.01K

Mar 31, 24

0.07%

V Wealth Advisors LLC

Sep 30, 23

-9.51K

F3Logic, LLC

35.74K

Dec 31, 22

+35.74K

1.28%

Gallagher Benefit Services, Inc.

35.74K

Dec 31, 22

+35.74K

1.28%

American Portfolios Advisors

Sep 30, 22

+50

0.00%

First Allied Advisory Services, Inc.

9.00K

Sep 30, 20

-844

0.32%

Advisor Group, Inc.

10.88K

Dec 31, 19

+64

0.39%

LADENBURG THALMANN FINANCIAL SERVICES INC.

2.82K

Dec 31, 19

-2.54K

0.10%

BB&T SECURITIES, LLC

41.02K

Sep 30, 19

-493

1.47%

IFC Holdings Incorporated/FL

12.28K

Dec 31, 17

-182

0.44%

Bellwether Investment Group, LLC

5.62K

Dec 31, 17

+746

0.20%

Commonwealth Equity Services, Inc

29.19K

Jun 30, 17

-920

1.04%

Virtu KCG Holdings LLC

3.68K

Jun 30, 17

+3.68K

0.13%

WFG Advisors, LP

3.29K

Jun 30, 17

+570

0.12%

MSI Financial Services Inc

130

Dec 31, 16

0.00%

SOCIETE GENERALE

6.40K

Jun 30, 16

+6.40K

0.23%

VSR Financial Services, Inc.

Jun 30, 16

-12.59K

Fusion Investment Group, LLC

Dec 31, 15

-469

UBS AG

13.11K

Sep 30, 14

-399

0.47%

First Allied Securities, Inc.

200

Jun 30, 12

+200

0.01%