FIRST TRUST MULTI CAP VALUE (FAB) Top Institutional Shareholders
FIRST TRUST MULTI CAP VALUE (FAB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $62.42M in FAB holdings during the latest filing period.
Raymond James Financial Inc is currently the largest disclosed institutional shareholder of FAB tracked by InsiderSet, reporting ownership valued at approximately $6.20M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.49M, representing an estimated gain of +4.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FAB value among the investors covered in this analysis. Major shareholders include Raymond James Financial Inc, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST MULTI CAP VALUE (FAB).
This page ranks the largest institutional FAB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
67
Total Reported Value
$62.42M
Largest Holder
Raymond James Financial Inc
Largest Position
$6.20M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Raymond James Financial Inc | 0.00% | 65,604 | $6,202,799 | $6,494,061 | +$291,262 | +4.70% | |
| Morgan Stanley | 0.00% | 61,501 | $5,814,867 | $6,087,910 | +$273,043 | +4.70% | |
| Lpl Financial Llc | 0.00% | 55,510 | $5,248,417 | $5,494,868 | +$246,451 | +4.70% | |
| Wells Fargo & Company/Mn | 0.00% | 44,971 | $4,251,995 | $4,451,625 | +$199,630 | +4.69% | |
| Osaic Holdings, Inc. | 0.01% | 43,622 | $4,124,515 | $4,318,089 | +$193,574 | +4.69% | |
| Susquehanna International Group, Llp | 0.00% | 36,206 | $3,423,230 | $3,583,988 | +$160,758 | +4.70% | |
| 626 Financial, Llc | 1.51% | 35,722 | $3,377,477 | $3,536,078 | +$158,601 | +4.70% | |
| Citadel Advisors Llc | 0.00% | 33,139 | $3,133,249 | $3,280,390 | +$147,141 | +4.70% | |
| Royal Bank Of Canada | 0.00% | 33,007 | $3,121,000 | $3,267,323 | +$146,323 | +4.69% | |
| Goldman Sachs Group Inc | 0.00% | 21,816 | $2,062,674 | $2,159,540 | +$96,866 | +4.70% | |
| Baird Financial Group, Inc. | 0.00% | 21,428 | $2,025,990 | $2,121,132 | +$95,142 | +4.70% | |
| Stifel Financial Corp | 0.00% | 19,193 | $1,814,632 | $1,899,892 | +$85,260 | +4.70% | |
| Commonwealth Equity Services, Llc | 0.00% | 17,528 | $1,657,271 | $1,735,076 | +$77,805 | +4.69% | |
| Proactive Wealth Strategies Llc | 0.29% | 16,387 | $1,549,526 | $1,622,129 | +$72,603 | +4.69% | |
| Pfg Advisors | 0.06% | 14,035 | $1,326,991 | $1,389,308 | +$62,317 | +4.70% | |
| Private Advisor Group, Llc | 0.00% | 10,453 | $988,356 | $1,034,730 | +$46,374 | +4.69% | |
| Harbour Investments, Inc. | 0.01% | 9,333 | $882,482 | $923,862 | +$41,380 | +4.69% | |
| Quad-Cities Investment Group, Llc | 0.33% | 8,828 | $834,695 | $873,873 | +$39,178 | +4.69% | |
| Rockefeller Capital Management L.P. | 0.00% | 7,794 | $736,919 | $771,519 | +$34,600 | +4.70% | |
| Principal Securities, Inc. | 0.01% | 7,448 | $704,229 | $737,269 | +$33,040 | +4.69% | |
| Avidian Wealth Enterprises, Llc | 0.02% | 7,296 | $689,871 | $722,222 | +$32,351 | +4.69% | |
| Ubs Group Ag | 0.00% | 7,182 | $679,051 | $710,938 | +$31,887 | +4.70% | |
| Cetera Investment Advisers | 0.00% | 6,867 | $649,303 | $679,756 | +$30,453 | +4.69% | |
| Capital Investment Advisory Services, Llc | 0.05% | 6,572 | $621,347 | $650,554 | +$29,207 | +4.70% | |
| D.A. Davidson & Co. | 0.00% | 5,795 | $547,910 | $573,640 | +$25,730 | +4.70% | |
| Jones Financial Companies Lllp | 0.00% | 5,235 | $490,300 | $518,206 | +$27,906 | +5.69% | |
| Cottonwood Capital Advisors, Llc | 0.32% | 4,853 | $458,845 | $480,393 | +$21,548 | +4.70% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 4,687 | $443,205 | $463,961 | +$20,756 | +4.68% | |
| Pfg Investments, Llc | 0.02% | 4,358 | $412,051 | $431,393 | +$19,342 | +4.69% | |
| Truist Financial Corp | 0.00% | 4,126 | $390,139 | $408,428 | +$18,289 | +4.69% | |
| Hfg Advisors, Inc. | 0.27% | 4,095 | $387,177 | $405,359 | +$18,182 | +4.70% | |
| Envestnet Asset Management Inc | 0.00% | 4,089 | $386,597 | $404,765 | +$18,168 | +4.70% | |
| Tcfg Investment Advisors, Llc | 0.13% | 3,602 | $340,564 | $356,558 | +$15,994 | +4.70% | |
| Tcfg Wealth Management, Llc | 0.13% | 3,602 | $340,564 | $356,558 | +$15,994 | +4.70% | |
| Apeiron Ria Llc | 0.07% | 3,227 | $305,140 | $319,437 | +$14,297 | +4.69% | |
| Creative Planning | 0.00% | 3,190 | $301,614 | $315,774 | +$14,160 | +4.69% | |
| Pacific Sun Financial Corp | 0.14% | 3,110 | $294,046 | $307,855 | +$13,809 | +4.70% | |
| Kestra Advisory Services, Llc | 0.00% | 2,341 | $221,328 | $231,733 | +$10,405 | +4.70% | |
| Clearstead Advisors, Llc | 0.00% | 2,317 | $219,069 | $229,357 | +$10,288 | +4.70% | |
| Moors & Cabot, Inc. | 0.01% | 2,254 | $213,113 | $223,121 | +$10,008 | +4.70% | |
| Golden State Wealth Management, Llc | 0.01% | 985 | $93,130 | $97,504 | +$4,374 | +4.70% | |
| Sound Income Strategies, Llc | 0.00% | 811 | $76,648 | $80,280 | +$3,632 | +4.74% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 809 | $76,465 | $80,082 | +$3,617 | +4.73% | |
| Fmr Llc | 0.00% | 789 | $74,620 | $78,102 | +$3,482 | +4.67% | |
| Ifp Advisors, Inc | 0.00% | 697 | $65,900 | $68,995 | +$3,095 | +4.70% | |
| Parkside Financial Bank & Trust | 0.00% | 600 | $56,730 | $59,393 | +$2,663 | +4.69% | |
| Hilton Head Capital Partners, Llc | 0.03% | 600 | $56,729 | $59,393 | +$2,664 | +4.70% | |
| Anchor Investment Management, Llc | 0.00% | 350 | $33,092 | $34,646 | +$1,554 | +4.70% | |
| Trust Co Of Toledo Na | 0.00% | 348 | $32,903 | $34,448 | +$1,545 | +4.70% | |
| Nbc Securities, Inc. | 0.00% | 319 | $30,161 | $31,577 | +$1,416 | +4.70% |
Frequently asked questions about FAB
Who owns the most FAB stock?
The largest holders of FAB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MULTI CAP VALUE (FAB).
Is FAB widely held by superinvestors?
Many widely followed stocks like FAB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FAB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.