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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
34,265
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Moneywise, Inc.
|
Jan 27, 2025 Q4 2024 |
31,561
shares
|
$2.5 Million
1.31% of portfolio
|
Q4 2024
Reduced 18.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,770
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,212
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
20,278
shares
|
$1.61 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
17,204
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
16,733
shares
|
$1.33 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
15,799
shares
|
$1.25 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,295
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
14,004
shares
|
$1.11 Million
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
13,909
shares
|
$1.1 Million
0.56% of portfolio
|
Q3 2024
Added 89.83%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
13,178
shares
|
$1.04 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,671
shares
|
$1 Million
0.03% of portfolio
|
Q2 2020
Reduced 12.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,341
shares
|
$819,420
0.0% of portfolio
|
Q3 2024
Added 41.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
9,536
shares
|
$755,632
0.19% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,469
shares
|
$671,083
0.0% of portfolio
|
Q3 2024
Reduced 76.11%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
8,444
shares
|
$669,102
0.56% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,152
shares
|
$645,964
0.02% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$633,920
0.06% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,655
shares
|
$606,582
0.25% of portfolio
|
Q4 2024
Added 31.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,645
shares
|
$605,789
0.06% of portfolio
|
Q4 2024
Added 20.09%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
7,497
shares
|
$594,062
0.53% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
7,226
shares
|
$572,588
0.28% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,200
shares
|
$570,528
0.0% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,040
shares
|
$557,849
0.0% of portfolio
|
Q4 2024
Added 35.0%
|