FAB

First Trust Multi Cap Value

+$10.5M

Net Activity

Institutions Holding

67

Popularity Rank

#5317

Avg Weight

0.05%

Total Value

$64.0M

Ownership Trend

67 institutions currently hold FAB, with 25 net buyers and 20 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

20

Net Buying Institutions

25

Key Holders

Key Holders

Top 5 by Value

RJ
Raymond James Financial INC
$6.2M
MS
Morgan Stanley
$5.8M
LF
LPL Financial LLC
$5.2M
WF
Wells Fargo & Company/mn
$4.3M
OH
Osaic Holdings, INC.
$4.1M

Top 5 by Conviction

6F
626 Financial, LLC
1.51%
QI
Quad-Cities Investment Group, LLC
0.33%
CC
Cottonwood Capital Advisors, LLC
0.32%
PW
Proactive Wealth Strategies LLC
0.29%
HA
HFG Advisors, Inc.
0.27%
View all 67 holding institutions

Quarterly Activity

Recent Activity

+$40.2M

Total Buy Value

$23.7M

Total Sell Value

New buy4
Trim18
Add21
Sold out2

25

Net Buyers

20

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST MULTI CAP VALUE (FAB)?
Major stakeholders currently include Raymond James Financial INC ($6.2M), Morgan Stanley ($5.8M), LPL Financial LLC ($5.2M). Based on the latest 13F filings, there are a total of 67 tracked investment funds and institutions maintaining positions in FAB.
What is the overall institutional sentiment toward FAB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $10.5M, driven by 25 managers accumulating shares while 20 reduced their exposure.
Which institutions have been selling or reducing their FAB positions?
In the latest period, 18 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $23.7M.
Are there any notable investors adding FAB to their portfolios?
Yes, buying activity remains notable. 4 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $40.2M.

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