FAD

First Trust Multi Cap GrowthETF$183.79 0.51%
UnclassifiedUSCUSIP 33733F101· EOD Jul 20, 2026◍ Confluence graph
Tracked 13F Holders
77
+11 QoQ
13F Value (tracked)
$242.6M
13F Moves · latest Q
14 added
11 trimmed
Recent Filings
0

Price & smart-money activity

$183.79 0.51%5Y +55.4%
$80.70$111.63$142.56$173.48$204.41202120222023202420252026233223235362353528534336877710811101510171068
Hover for who · click for detailEnd-of-day closing prices52w $147.35 – $199.97

Who owns FAD?

77 tracked 13F filers

77 tracked 13F filers disclose a position in FAD as of the latest SEC 13F filings, a combined $242.6M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$38.5M
242K
−21%
Reduced · −66K sh
Q1 2026
2LPL Financial LLC
$31.5M
198K
+58%
Added · +73K sh
Q1 2026
3WELLS FARGO & COMPANY/MN
$27.8M
175K
+28%
Added · +38K sh
Q1 2026
4RAYMOND JAMES FINANCIAL INC
$14.9M
94K
−32%
Reduced · −45K sh
Q1 2026
5COMMONWEALTH EQUITY SERVICES, LLC
$9.7M
61K
+4.8%
Added · +3K sh
Q1 2026
6GOLDMAN SACHS GROUP INC
$7.9M
50K
Held
Q1 2026
7TRUIST FINANCIAL CORP
$7.8M
49K
+4.5%
Added · +2K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$7.2M
46K
−6.5%
Reduced · −3K sh
Q1 2026
9BANK OF AMERICA CORP /DE/
$6.6M
42K
+37%
Added · +11K sh
Q1 2026
10ROYAL BANK OF CANADA
$5.4M
34K
+7.8%
Added · +2K sh
Q1 2026
11Kestra Advisory Services, LLC
$5.0M
31K
+254%
Added · +22K sh
Q1 2026
12Cornerstone Wealth Management, LLC
$6.2M
31K
New
+31K sh
Q2 2026
13SUSQUEHANNA INTERNATIONAL GROUP, LLP
$4.7M
30K
+316%
Added · +23K sh
Q1 2026
14JONES FINANCIAL COMPANIES LLLP
$4.6M
30K
+71%
Added · +12K sh
Q1 2026
15Synergy Investment Management, LLC
$4.5M
29K
+7.8%
Added · +2K sh
Q1 2026
16Wealth Management Partners, LLC
$5.0M
25K
+0.2%
Added · +44 sh
Q2 2026
17ENVESTNET ASSET MANAGEMENT INC
$3.9M
25K
+75%
Added · +11K sh
Q1 2026
18Creative Planning
$3.9M
24K
−4.0%
Reduced · −1K sh
Q1 2026
19Geneos Wealth Management Inc.
$3.7M
23K
+6.6%
Added · +1K sh
Q1 2026
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$3.3M
21K
+44%
Added · +6K sh
Q1 2026
21UBS Group AG
$2.8M
18K
−0.3%
Reduced · −52 sh
Q1 2026
22Private Advisor Group, LLC
$2.3M
14K
~0%
Added · +4 sh
Q1 2026
23Cetera Investment Advisers
$2.2M
14K
+25%
Added · +3K sh
Q1 2026
24Baird Financial Group, Inc.
$2.2M
14K
+0.3%
Added · +43 sh
Q1 2026
25WCG Wealth Advisors LLC
$2.2M
14K
+2.2%
Added · +295 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FAD being bought or sold by institutions?

Last quarter, 4 funds opened a new position in FAD and 10 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
4
funds
Added
10
funds
Reduced
11
funds
Exited
0
funds

Funds that own FAD also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA33 funds$10.1B
MICROSOFT CORPMSFT33 funds$9.7B
ALPHABET INC-CL AGOOGL33 funds$6.5B
SS SPDR S&P 500 ETF TRUST-USSPY33 funds$6.4B
VANGUARD S&P 500 ETFVOO33 funds$5.4B
JPMORGAN CHASE & COJPM33 funds$4.5B
ALPHABET INC-CL CGOOG33 funds$4.1B
BROADCOM INCAVGO33 funds$4.1B
META PLATFORMS INC-CLASS AMETA33 funds$3.8B
VANGUARD GROWTH ETFVUG33 funds$3.6B
VANGUARD VALUE ETFVTV33 funds$3.0B
EXXON MOBIL CORPXOM33 funds$2.8B

Ranked by how many of FAD's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

77 funds+27 since Q3 2024
03977Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $230.6M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FAD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FAD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FAD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FAD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.