News + Filings Key Docs Ownership
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FIRST TR MULTI CAP VALUE ALP (FAD)
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Portfolio as of: |
| Name | Shares | Change | Value | % Port | % OS | Hist | Date |
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GOLDMAN SACHS GROUP INC
| 104,927 | -38,008 | 10,275,501,000 | 0.00 | |
Hist
| 03/31/2023 |
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Raymond James Financial Services Advisors, Inc.
| 74,649 | 34,931 | 7,078,595,000 | 0.01 | |
Hist
| 12/31/2022 |
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MORGAN STANLEY
| 57,281 | 107 | 6,044,557,000 | 0.00 | |
Hist
| 06/30/2023 |
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LPL Financial LLC
| 55,362 | 4,071 | 5,421,610,000 | 0.00 | |
Hist
| 03/31/2023 |
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Gallagher Fiduciary Advisors, LLC
| 48,359 | 2,181 | 5,102,985,000 | 0.39 | |
Hist
| 06/30/2023 |
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ROYAL BANK OF CANADA
| 42,238 | -10,914 | 4,458,000,000 | 0.00 | |
Hist
| 06/30/2023 |
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TRUIST FINANCIAL CORP
| 43,423 | -1,813 | 4,117,365,000 | 0.01 | |
Hist
| 12/31/2022 |
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RAYMOND JAMES & ASSOCIATES
| 40,779 | 17,761 | 3,866,624,000 | 0.00 | |
Hist
| 12/31/2022 |
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F3Logic, LLC
| 35,744 | 35,744 | 3,389,249,000 | 0.71 | |
Hist
| 12/31/2022 |
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Gallagher Benefit Services, Inc.
| 35,744 | 35,744 | 3,389,249,000 | 0.71 | |
Hist
| 12/31/2022 |
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CITADEL ADVISORS LLC
| 30,544 | 30,544 | 3,223,095,000 | 0.00 | |
Hist
| 06/30/2023 |
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Kowal Investment Group, LLC
| 27,456 | -3,406 | 2,897,274,000 | 0.77 | |
Hist
| 06/30/2023 |
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BANK OF AMERICA CORP /DE/
| 26,838 | 336 | 2,832,026,000 | 0.00 | |
Hist
| 06/30/2023 |
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WELLS FARGO & COMPANY/MN
| 15,513 | -2,162 | 1,636,983,000 | 0.00 | |
Hist
| 06/30/2023 |
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Stonebridge Financial Planning Group, LLC
| 13,445 | -1,848 | 1,418,757,000 | 0.86 | |
Hist
| 06/30/2023 |
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Private Advisor Group, LLC
| 14,254 | -2,532 | 1,395,942,000 | 0.01 | |
Hist
| 03/31/2023 |
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626 Financial, LLC
| 11,323 | 11,323 | 1,194,837,000 | 0.76 | |
Hist
| 06/30/2023 |
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Baird Financial Group, Inc.
| 11,253 | -2,489 | 1,187,450,000 | 0.00 | |
Hist
| 06/30/2023 |
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V Wealth Advisors LLC
| 9,507 | 199 | 1,003,245,000 | 0.17 | |
Hist
| 06/30/2023 |
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UBS Group AG
| 7,618 | -528 | 803,875,000 | 0.00 | |
Hist
| 06/30/2023 |
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IFP Advisors, Inc
| 7,250 | -613 | 765,045,000 | | |
Hist
| 06/30/2023 |
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ADVISOR GROUP HOLDINGS, INC.
| 6,169 | -8,330 | 651,089,000 | | |
Hist
| 06/30/2023 |
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Kestra Advisory Services, LLC
| 6,101 | 3,401 | 643,796,000 | 0.01 | |
Hist
| 06/30/2023 |
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Geneos Wealth Management Inc.
| 5,878 | 5,535 | 620,247,000 | 0.03 | |
Hist
| 06/30/2023 |
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STIFEL FINANCIAL CORP
| 5,443 | -117 | 574,330,000 | 0.00 | |
Hist
| 06/30/2023 |
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Prospera Financial Services Inc
| 4,156 | -94 | 438,574,000 | 0.02 | |
Hist
| 06/30/2023 |
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Cetera Advisor Networks LLC
| 4,388 | -151 | 429,702,000 | 0.00 | |
Hist
| 03/31/2023 |
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NWAM LLC
| 4,090 | 42 | 400,572,000 | 0.04 | |
Hist
| 03/31/2023 |
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ENVESTNET ASSET MANAGEMENT INC
| 3,466 | -2,359 | 365,756,000 | 0.00 | |
Hist
| 06/30/2023 |
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WILLNER & HELLER, LLC
| 3,088 | 3,088 | 292,830,000 | 0.42 | |
Hist
| 12/31/2022 |
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L. Roy Papp & Associates, LLP
| 2,596 | -589 | 273,938,000 | 0.04 | |
Hist
| 06/30/2023 |
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Bison Wealth, LLC
| 2,511 | 2,511 | 264,968,000 | 0.05 | |
Hist
| 06/30/2023 |
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Gateway Wealth Partners, LLC
| 2,344 | 0 | 247,345,000 | 0.04 | |
Hist
| 06/30/2023 |
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1ST SOURCE BANK
| 2,250 | 0 | 237,427,000 | 0.02 | |
Hist
| 06/30/2023 |
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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
| 2,193 | -738 | 218,138,000 | | |
Hist
| 09/30/2023 |
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