Institutional Ownership First Trust Small Cap Growth A (FYC)
This table provides information about the institutional ownership of First Trust Small Cap Growth A (FYC). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 4.55 Million shares, which have been reported (via 13F filing form) to have a value of $386 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
671,362
shares
|
$56.9 Million
0.02% of portfolio
|
Q2 2025
Added 13.4%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
477,715
shares
|
$40.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
313,942
shares
|
$26.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
254,884
shares
|
$21.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
246,143
shares
|
$20.9 Million
0.0% of portfolio
|
Q2 2025
Added 92.76%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
208,878
shares
|
$17.7 Million
4.52% of portfolio
|
Q4 2023
Added 5.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
191,383
shares
|
$16.2 Million
0.03% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
143,687
shares
|
$12.2 Million
2.79% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
136,207
shares
|
$11.5 Million
2.29% of portfolio
|
Q2 2025
Added 103.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
131,813
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
129,114
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
99,235
shares
|
$8.41 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
95,441
shares
|
$8.09 Million
3.23% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
90,998
shares
|
$7.71 Million
0.22% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
89,808
shares
|
$7.61 Million
4.86% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,513
shares
|
$6.66 Million
0.0% of portfolio
|
Q3 2024
Added 52.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
74,287
shares
|
$6.3 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
71,129
shares
|
$6.03 Million
0.77% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
66,248
shares
|
$5.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 50.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,732
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
61,512
shares
|
$5.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
58,012
shares
|
$4.92 Million
0.04% of portfolio
|
Q2 2025
Added 8.88%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
54,448
shares
|
$4.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52,550
shares
|
$4.45 Million
0.06% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
37,449
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|