First Trust Multi Cap Growth AlphaDEX Fund (FAD)
First Trust Multi Cap Growth AlphaDEX Fund (FAD) is listed on Nasdaq, where it has traded since May 8, 2007.
- Listed On
- Nasdaq
- Listed Since
- May 8, 2007
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 111 institutions reported holding FAD, with 2.0 million shares worth $394.2 million in aggregate. The largest reported holder was Morgan Stanley, with 277,568 shares worth $55.5 million. Of the 5 largest holders listed below, all 5 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Morgan Stanley | 277,568 | $56M | Added 14.49% |
| Lpl Financial | 276,498 | $55M | Added 39.69% |
| Wells Fargo & Company/MN | 212,489 | $42M | Added 21.41% |
| Raymond James Financial | 125,696 | $25M | Added 34.33% |
| Commonwealth Equity Services | 68,726 | $14M | Added 12.97% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is FAD?
First Trust Multi Cap Growth AlphaDEX Fund (FAD) is listed on Nasdaq, where it has traded since May 8, 2007.
Who are the largest institutional holders of FAD?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of FAD were Morgan Stanley, Lpl Financial and Wells Fargo & Company/MN.
How many institutions own FAD?
111 institutions reported a position in FAD for the quarter ended June 30, 2026, worth $394.2 million in total.
Did institutions buy or sell FAD last quarter?
Of the 5 largest reported holders, all 5 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for FAD.
Every reported institutional holder, plus insider and congressional trades in FAD, on SentiSense.