§ EQUITY
USDFAD
FIRST TRUST MULTI CAP GROWTH
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
57 increased/new, 25 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Morgan Stanley | 242K | 0.0% | n/a |
| LPL Financial LLC | 198K | 0.0% | +58% |
| Wells Fargo & Company | 175K | n/a | +28% |
| RAYMOND JAMES FINANCIAL INC | 94K | 0.0% | −32% |
| COMMONWEALTH EQUITY SERVICES, LLC | 61K | 0.0% | +5% |
| Goldman Sachs | 50K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for FAD as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER60.0% · 81 holders
DEALER / BANK38.7% · 13 holders
INCOME / DEFENSIVE1.3% · 1 holder
QUALITY / COMPOUNDER0.0% · 3 holders
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for FAD in the last 180 days.