FAD · Insider trading · 13F holders · Congress trades
First Tr Exchange-Traded Alp (FAD)
Who is buying and selling FAD: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
FAD at a glance
- No open-market insider purchases or sales of FAD were filed in the last 90 days.
- 11 13F filers hold FAD among their 50 largest positions, worth $43.4M combined. The biggest bets by portfolio weight are Plotkin Financial Advisors, LLC (3.5%), Stonebridge Financial Group, LLC / MO (1.4%) and Synergy Investment Management, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in FAD.
FAD insider trading
No open-market insider purchases or sales of FAD were filed in the last 90 days.
Who owns FAD? Hedge funds and superinvestors
11 13F filers hold FAD among their 50 largest positions, worth $43.4M combined. The biggest bets by portfolio weight are Plotkin Financial Advisors, LLC (3.5%), Stonebridge Financial Group, LLC / MO (1.4%) and Synergy Investment Management, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Virtu Financial LLCBroker-dealer | 0.3% | $8.5M | 42,443 | — | Q2 2026 |
| Plotkin Financial Advisors, LLCWealth manager | 3.5% | $8.3M | 41,711 | -6.6% shares | Q2 2026 |
| RPg Family Wealth Advisory, LLCWealth manager | 1.3% | $6.1M | 30,273 | -0.3% shares | Q2 2026 |
| Synergy Investment Management, LLCWealth manager | 1.4% | $5.7M | 28,487 | -0.1% shares | Q2 2026 |
| Wealth Management Partners, LLCWealth manager | 1.0% | $4.3M | 23,665 | -5.2% shares | Q3 2026 |
| Stonebridge Financial Group, LLC / MOWealth manager | 1.4% | $2.2M | 10,878 | +15.7% shares | Q2 2026 |
| Stonebridge Financial Planning Group, LLCWealth manager | 0.7% | $2.1M | 10,378 | — | Q2 2026 |
| Vantus Wealth LLCWealth manager | 1.1% | $2.0M | 9,828 | +18.8% shares | Q2 2026 |
| 626 Financial, LLCWealth manager | 0.7% | $1.9M | 9,464 | +0.0% shares | Q2 2026 |
| Nova Wealth Management, Inc.Wealth manager | 0.7% | $1.3M | 6,503 | -0.6% shares | Q2 2026 |
| Willner & Heller, LLCWealth manager | 0.7% | $1.1M | 6,144 | -5.5% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 9). Screen FAD in the grand portfolio →
FAD stock trades by members of Congress
No member of Congress has disclosed a trade in FAD.
FAD questions and answers
Are insiders buying FAD stock?
No open-market insider purchases or sales of FAD were filed in the last 90 days.
Which hedge funds own FAD?
11 13F filers hold FAD among their 50 largest positions, worth $43.4M combined. The biggest bets by portfolio weight are Plotkin Financial Advisors, LLC (3.5%), Stonebridge Financial Group, LLC / MO (1.4%) and Synergy Investment Management, LLC (1.4%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded FAD?
No member of Congress has disclosed a trade in FAD.
Who is the largest holder of FAD?
Among 13F filers, Virtu Financial LLC reports the largest FAD position, $8.5M (42,443 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Plotkin Financial Advisors, LLC's: 3.5% of its portfolio.
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