FIRST TRUST MULTI CAP VALUE (FAB) Institutional Ownership Changes & 13F Activity
FIRST TRUST MULTI CAP VALUE (FAB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Susquehanna International Group, Llp, Lpl Financial Llc, Goldman Sachs Group Inc, Baird Financial Group, Inc., and Virtu Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +1,056 | +3.2% | 34,195 | $3.47M | Q2 2026 | Sep 02, 2026 |
| Susquehanna International Group, Llp | Sell | -26,836 | -74.1% | 9,370 | $951.04K | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -10,900 | -50.0% | 10,916 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +3,593 | +10.9% | 36,600 | $3.71M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +1,949 | — | 1,949 | $197.83K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +1,939 | +37.0% | 7,174 | $734.19K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +573 | +1.3% | 45,544 | $4.62M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -373 | -0.9% | 43,249 | $4.39M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -76 | -0.1% | 65,528 | $6.65M | Q2 2026 | Aug 14, 2026 |
| Virtu Financial Llc | Buy | +4,274 | — | 4,274 | $434.00K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +380 | +5.3% | 7,562 | $767.53K | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Sell | -319 | -4.1% | 7,475 | $758.74K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -85 | -0.1% | 61,416 | $6.23M | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | Sell | -5,904 | -27.6% | 15,524 | $1.58M | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -1,100 | -5.7% | 18,093 | $1.84M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +769 | — | 769 | $78.41K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +320 | — | 320 | $32.48K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -124 | -1.8% | 6,743 | $684.45K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +1 | +0.0% | 9,334 | $947.40K | Q2 2026 | Aug 12, 2026 |
| Private Wealth Asset Management, Llc | Buy | +762 | — | 762 | $77.34K | Q2 2026 | Aug 11, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +10 | +0.2% | 4,697 | $476.76K | Q2 2026 | Aug 11, 2026 |
| Pacific Sun Financial Corp | Sell | -1,000 | -32.2% | 2,110 | $214.16K | Q2 2026 | Aug 10, 2026 |
| Proactive Wealth Strategies Llc | Sell | -844 | -5.2% | 15,543 | $1.58M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +22,023 | +39.7% | 77,533 | $7.87M | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott Llc | Sell | -100 | -1.4% | 7,220 | $733.00K | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, Llc | Sell | -84 | -45.7% | 100 | $10.15K | Q2 2026 | Aug 05, 2026 |
| Principal Securities, Inc. | Sell | -1,671 | -22.4% | 5,777 | $586.39K | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +3,182 | +77.8% | 7,271 | $737.98K | Q2 2026 | Aug 03, 2026 |
| Citigroup Inc | Sell | -150 | -99.3% | 1 | $101.00 | Q2 2026 | Aug 03, 2026 |
| Assetmark, Inc | Buy | +102 | — | 102 | $10.35K | Q2 2026 | Jul 30, 2026 |
Frequently asked questions about FAB activity
Which institutional owners are buying FAB?
Institutional owners buying FAB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FAB activity?
"Buy" means an investor increased their reported position in FAB compared to the prior reporting period. This reflects growing exposure to FIRST TRUST MULTI CAP VALUE (FAB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FAB increasing?
Institutional interest in FAB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.