FAD Institutional Ownership & Shareholders
FIRST TRUST MULTI CAP GROWTH (FAD) is currently held by 110 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $372.47M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FAD tracked by InsiderSet, reporting ownership valued at approximately $55.51M in its June 30, 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 $49.10M, representing an estimated loss of -11.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed FAD value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST MULTI CAP GROWTH (FAD).
This page ranks the largest institutional FAD 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
110
Total Reported Value
$372.47M
Largest Holder
Morgan Stanley
Largest Position
$55.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 277,568 | $55,505,365 | $49,099,004 | -$6,406,361 | -11.54% | |
| Lpl Financial Llc | 0.01% | 276,498 | $55,291,081 | $48,909,731 | -$6,381,350 | -11.54% | |
| Wells Fargo & Company/Mn | 0.01% | 212,489 | $42,491,344 | $37,587,179 | -$4,904,165 | -11.54% | |
| Raymond James Financial Inc | 0.01% | 125,696 | $25,135,372 | $22,234,365 | -$2,901,007 | -11.54% | |
| Commonwealth Equity Services, Llc | 0.02% | 68,726 | $13,743,022 | $12,156,942 | -$1,586,080 | -11.54% | |
| Jones Financial Companies Lllp | 0.00% | 61,706 | $11,975,712 | $10,915,174 | -$1,060,538 | -8.86% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $9,998,465 | $8,844,500 | -$1,153,965 | -11.54% | |
| Osaic Holdings, Inc. | 0.01% | 49,708 | $9,940,787 | $8,792,848 | -$1,147,939 | -11.55% | |
| Truist Financial Corp | 0.01% | 49,020 | $8,886,380 | $8,671,148 | -$215,232 | -2.42% | |
| Virtu Financial Llc | 0.27% | 42,443 | $8,487,000 | $7,507,742 | -$979,258 | -11.54% | |
| Plotkin Financial Advisors, Llc | 3.46% | 41,711 | $8,340,919 | $7,378,259 | -$962,660 | -11.54% | |
| Bank Of America Corp | 0.00% | 41,539 | $8,306,512 | $7,347,834 | -$958,678 | -11.54% | |
| Kestra Advisory Services, Llc | 0.02% | 31,515 | $6,302,044 | $5,574,688 | -$727,356 | -11.54% | |
| Cornerstone Wealth Management, Llc | 0.27% | 31,136 | $6,226,263 | $5,507,647 | -$718,616 | -11.54% | |
| Envestnet Asset Management Inc | 0.00% | 30,485 | $6,096,117 | $5,392,492 | -$703,625 | -11.54% | |
| Rpg Family Wealth Advisory, Llc | 1.09% | 30,273 | $6,053,671 | $5,354,991 | -$698,680 | -11.54% | |
| Synergy Investment Management, Llc | 1.38% | 28,487 | $5,696,549 | $5,039,065 | -$657,484 | -11.54% | |
| Geneos Wealth Management Inc. | 0.10% | 23,767 | $4,752,762 | $4,204,145 | -$548,617 | -11.54% | |
| Wealth Management Partners, Llc | 1.01% | 23,665 | $4,289,991 | $4,186,102 | -$103,889 | -2.42% | |
| Royal Bank Of Canada | 0.00% | 21,047 | $4,209,000 | $3,723,004 | -$485,996 | -11.55% | |
| Cetera Investment Advisers | 0.00% | 18,329 | $3,665,073 | $3,242,217 | -$422,856 | -11.54% | |
| Ubs Group Ag | 0.00% | 17,382 | $3,475,861 | $3,074,702 | -$401,159 | -11.54% | |
| Wcg Wealth Advisors Llc | 0.07% | 15,242 | $3,047,939 | $2,696,157 | -$351,782 | -11.54% | |
| Fifth Third Securities, Inc. | 0.15% | 16,606 | $3,010,336 | $2,937,435 | -$72,901 | -2.42% | |
| Mgo One Seven Llc | 0.05% | 15,485 | $2,807,045 | $2,739,142 | -$67,903 | -2.42% | |
| Private Advisor Group, Llc | 0.01% | 13,730 | $2,745,496 | $2,428,700 | -$316,796 | -11.54% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.30% | 13,577 | $2,714,883 | $2,401,636 | -$313,247 | -11.54% | |
| Stifel Financial Corp | 0.00% | 13,569 | $2,713,249 | $2,400,220 | -$313,029 | -11.54% | |
| J.W. Cole Advisors, Inc. | 0.05% | 13,534 | $2,706,381 | $2,394,029 | -$312,352 | -11.54% | |
| Susquehanna International Group, Llp | 0.00% | 11,048 | $2,209,261 | $1,954,281 | -$254,980 | -11.54% | |
| Stonebridge Financial Group, Llc / Mo | 1.45% | 10,878 | $2,175,354 | $1,924,209 | -$251,145 | -11.54% | |
| Proactive Wealth Strategies Llc | 0.34% | 10,678 | $2,135,326 | $1,888,831 | -$246,495 | -11.54% | |
| Stonebridge Financial Planning Group, Llc | 0.66% | 10,378 | $2,075,348 | $1,835,764 | -$239,584 | -11.54% | |
| Advyzon Investment Management, Llc | 0.14% | 9,640 | $1,927,704 | $1,705,220 | -$222,484 | -11.54% | |
| 626 Financial, Llc | 0.74% | 9,464 | $1,892,509 | $1,674,087 | -$218,422 | -11.54% | |
| Serenity Investment Advisors | 0.76% | 9,634 | $1,746,452 | $1,704,158 | -$42,294 | -2.42% | |
| Baird Financial Group, Inc. | 0.00% | 8,524 | $1,704,539 | $1,507,810 | -$196,729 | -11.54% | |
| Certified Advisory Corp | 0.11% | 7,204 | $1,306,013 | $1,274,316 | -$31,697 | -2.43% | |
| Nova Wealth Management, Inc. | 0.72% | 6,503 | $1,300,400 | $1,150,316 | -$150,084 | -11.54% | |
| Truewealth Advisors, Llc | 0.27% | 6,704 | $1,215,332 | $1,185,871 | -$29,461 | -2.42% | |
| Merit Financial Group, Llc | 0.01% | 5,789 | $1,157,713 | $1,024,016 | -$133,697 | -11.55% | |
| Willner & Heller, Llc | 0.70% | 6,144 | $1,113,721 | $1,086,812 | -$26,909 | -2.42% | |
| Ifp Advisors, Inc | 0.02% | 5,316 | $963,684 | $940,347 | -$23,337 | -2.42% | |
| Golden State Wealth Management, Llc | 0.09% | 4,753 | $950,453 | $840,758 | -$109,695 | -11.54% | |
| Moneco Advisors, Llc | 0.05% | 6,139 | $893,314 | $1,085,928 | +$192,614 | +21.56% | |
| Independent Financial Group, Llc | 0.02% | 4,863 | $881,565 | $860,216 | -$21,349 | -2.42% | |
| Sanctuary Advisors, Llc | 0.00% | 4,347 | $869,225 | $768,941 | -$100,284 | -11.54% | |
| Apeiron Ria Llc | 0.19% | 4,620 | $843,100 | $817,232 | -$25,868 | -3.07% | |
| Mml Investors Services, Llc | 0.00% | 3,854 | $770,778 | $681,734 | -$89,044 | -11.55% | |
| Nomura Asset Management Co Ltd | 0.00% | 3,630 | $725,889 | $642,111 | -$83,778 | -11.54% |
Frequently asked questions about FAD
Who are the largest institutional holders of FAD?
The largest institutional holders of FAD reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Raymond James Financial Inc, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported FAD position.
What is FAD institutional ownership?
This page tracks FAD positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST MULTI CAP GROWTH (FAD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FAD?
InsiderSet currently tracks 110 institutional managers reporting FAD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FAD shareholders.
How much FAD stock do institutions own?
Institutional investment managers disclosed approximately $372.47M in FAD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FAD institutional ownership last updated?
The latest FAD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FAD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FAD position after the reporting date.
Are institutions buying or selling FAD?
Institutional buying and selling can be analyzed by comparing FAD positions across consecutive 13F reporting periods. InsiderSet's FAD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FAD ownership changes.
How has FAD institutional ownership changed over time?
InsiderSet tracks FAD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.