FIRST TRUST MULTI CAP GROWTH (FAD) Institutional Shareholders
FIRST TRUST MULTI CAP GROWTH (FAD) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $277.83M in FAD holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FAD tracked by InsiderSet, reporting ownership valued at approximately $38.53M 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 $45.28M, representing an estimated gain of +17.51% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 59% 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
99
Total Reported Value
$277.83M
Largest Holder
Morgan Stanley
Largest Position
$38.53M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
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% | 242,445 | $38,530,354 | $45,278,883 | +$6,748,529 | +17.51% | |
| Lpl Financial Llc | 0.01% | 197,933 | $31,455,981 | $36,965,848 | +$5,509,867 | +17.52% | |
| Wells Fargo & Company/Mn | 0.01% | 175,021 | $27,814,869 | $32,686,817 | +$4,871,948 | +17.52% | |
| Raymond James Financial Inc | 0.00% | 93,573 | $14,870,804 | $17,475,637 | +$2,604,833 | +17.52% | |
| Commonwealth Equity Services, Llc | 0.02% | 68,726 | $13,743,022 | $12,835,227 | -$907,795 | -6.61% | |
| Truist Financial Corp | 0.01% | 48,475 | $9,693,523 | $9,053,162 | -$640,361 | -6.61% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $7,946,140 | $9,337,970 | +$1,391,830 | +17.52% | |
| Osaic Holdings, Inc. | 0.01% | 45,527 | $7,235,395 | $8,502,595 | +$1,267,200 | +17.51% | |
| Plotkin Financial Advisors, Llc | 3.57% | 44,666 | $7,098,445 | $8,341,795 | +$1,243,350 | +17.52% | |
| Bank Of America Corp | 0.00% | 41,501 | $6,595,452 | $7,750,702 | +$1,155,250 | +17.52% | |
| Kestra Advisory Services, Llc | 0.02% | 31,515 | $6,302,044 | $5,885,722 | -$416,322 | -6.61% | |
| Cornerstone Wealth Management, Llc | 0.27% | 31,136 | $6,226,263 | $5,814,941 | -$411,322 | -6.61% | |
| Envestnet Asset Management Inc | 0.00% | 30,485 | $6,096,117 | $5,693,360 | -$402,757 | -6.61% | |
| Royal Bank Of Canada | 0.00% | 34,241 | $5,442,000 | $6,394,829 | +$952,829 | +17.51% | |
| Wealth Management Partners, Llc | 1.17% | 24,951 | $4,989,434 | $4,659,834 | -$329,600 | -6.61% | |
| Rpg Family Wealth Advisory, Llc | 1.07% | 30,351 | $4,823,466 | $5,668,335 | +$844,869 | +17.52% | |
| Susquehanna International Group, Llp | 0.01% | 29,636 | $4,709,836 | $5,534,802 | +$824,966 | +17.52% | |
| Jones Financial Companies Lllp | 0.00% | 29,510 | $4,583,788 | $5,511,270 | +$927,482 | +20.23% | |
| Synergy Investment Management, Llc | 1.48% | 28,418 | $4,516,413 | $5,307,329 | +$790,916 | +17.51% | |
| Creative Planning | 0.00% | 24,351 | $3,869,974 | $4,547,778 | +$677,804 | +17.51% | |
| Geneos Wealth Management Inc. | 0.09% | 23,388 | $3,716,867 | $4,367,929 | +$651,062 | +17.52% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 20,998 | $3,336,997 | $3,921,574 | +$584,577 | +17.52% | |
| Ubs Group Ag | 0.00% | 17,692 | $2,811,666 | $3,304,147 | +$492,481 | +17.52% | |
| Mgo One Seven Llc | 0.05% | 14,021 | $2,803,722 | $2,618,554 | -$185,168 | -6.60% | |
| Private Advisor Group, Llc | 0.01% | 13,730 | $2,745,496 | $2,564,207 | -$181,289 | -6.60% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.30% | 13,577 | $2,714,883 | $2,535,632 | -$179,251 | -6.60% | |
| J.W. Cole Advisors, Inc. | 0.05% | 13,534 | $2,706,381 | $2,527,602 | -$178,779 | -6.61% | |
| Cetera Investment Advisers | 0.00% | 14,060 | $2,234,401 | $2,625,837 | +$391,436 | +17.52% | |
| Baird Financial Group, Inc. | 0.00% | 13,910 | $2,210,616 | $2,597,823 | +$387,207 | +17.52% | |
| Wcg Wealth Advisors Llc | 0.06% | 13,705 | $2,178,043 | $2,559,538 | +$381,495 | +17.52% | |
| Stonebridge Financial Group, Llc / Mo | 1.45% | 10,878 | $2,175,354 | $2,031,569 | -$143,785 | -6.61% | |
| Stifel Financial Corp | 0.00% | 13,075 | $2,077,730 | $2,441,879 | +$364,149 | +17.53% | |
| Stonebridge Financial Planning Group, Llc | 0.66% | 10,378 | $2,075,348 | $1,938,189 | -$137,159 | -6.61% | |
| 626 Financial, Llc | 0.74% | 9,464 | $1,892,509 | $1,767,491 | -$125,018 | -6.61% | |
| Fifth Third Securities, Inc. | 0.11% | 9,273 | $1,854,315 | $1,731,820 | -$122,495 | -6.61% | |
| Proactive Wealth Strategies Llc | 0.32% | 10,674 | $1,696,422 | $1,993,470 | +$297,048 | +17.51% | |
| Advyzon Investment Management, Llc | 0.12% | 8,595 | $1,365,941 | $1,605,197 | +$239,256 | +17.52% | |
| Certified Advisory Corp | 0.11% | 6,704 | $1,340,642 | $1,252,035 | -$88,607 | -6.61% | |
| Nova Wealth Management, Inc. | 0.72% | 6,503 | $1,300,400 | $1,214,496 | -$85,904 | -6.61% | |
| Willner & Heller, Llc | 0.81% | 6,502 | $1,300,287 | $1,214,310 | -$85,977 | -6.61% | |
| Truewealth Advisors, Llc | 0.26% | 5,805 | $1,160,840 | $1,084,138 | -$76,702 | -6.61% | |
| Merit Financial Group, Llc | 0.01% | 5,789 | $1,157,713 | $1,081,150 | -$76,563 | -6.61% | |
| Ifp Advisors, Inc | 0.02% | 5,302 | $1,060,236 | $990,198 | -$70,038 | -6.61% | |
| Independent Financial Group, Llc | 0.02% | 4,910 | $981,849 | $916,989 | -$64,860 | -6.61% | |
| Apeiron Ria Llc | 0.25% | 4,788 | $957,532 | $894,204 | -$63,328 | -6.61% | |
| Golden State Wealth Management, Llc | 0.09% | 4,753 | $950,453 | $887,667 | -$62,786 | -6.61% | |
| Sanctuary Advisors, Llc | 0.00% | 4,159 | $660,911 | $776,732 | +$115,821 | +17.52% | |
| Nwam Llc | 0.03% | 3,074 | $614,788 | $574,098 | -$40,690 | -6.62% | |
| Aviance Capital Partners, Llc | 0.06% | 2,975 | $594,909 | $555,609 | -$39,300 | -6.61% | |
| Oppenheimer & Co Inc | 0.01% | 2,849 | $569,713 | $532,078 | -$37,635 | -6.61% |
Frequently asked questions about FAD
Who owns the most FAD stock?
The largest holders of FAD 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 GROWTH (FAD).
Is FAD widely held by superinvestors?
Many widely followed stocks like FAD appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FAD 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.