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 96 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
536,113
shares
|
$42.5 Million
0.02% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
256,161
shares
|
$20.3 Million
0.0% of portfolio
|
Q3 2024
Added 57.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
252,433
shares
|
$20 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
208,878
shares
|
$16.6 Million
4.52% of portfolio
|
Q4 2023
Added 5.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
192,735
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
133,914
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
128,647
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
128,192
shares
|
$10.2 Million
3.18% of portfolio
|
Q4 2024
Added 1980.36%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
122,226
shares
|
$9.69 Million
3.88% of portfolio
|
Q4 2024
Added 27.53%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
95,843
shares
|
$7.59 Million
3.28% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
90,909
shares
|
$7.2 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
86,560
shares
|
$6.86 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
85,895
shares
|
$6.81 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
85,852
shares
|
$6.8 Million
0.01% of portfolio
|
Q3 2024
Added 50.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
85,463
shares
|
$6.77 Million
0.18% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,513
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2024
Added 52.25%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
66,330
shares
|
$5.26 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,732
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
53,536
shares
|
$4.24 Million
0.0% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52,550
shares
|
$4.16 Million
0.06% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
50,975
shares
|
$4.04 Million
0.53% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
50,607
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Added 110.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
50,540
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
47,381
shares
|
$3.75 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
35,022
shares
|
$2.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.59%
|