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 113 institutions that hold shares in the stock, with a total of 4.63 Million shares, which have been reported (via 13F filing form) to have a value of $441 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
39,081
shares
|
$3.72 Million
0.01% of portfolio
|
Q2 2025
Added 30.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
37,449
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
36,606
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,931
shares
|
$3.14 Million
0.0% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
29,406
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2025
Added 56.38%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,100
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
25,699
shares
|
$2.45 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,646
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
21,947
shares
|
$2.09 Million
1.44% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
20,463
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,622
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
19,476
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,133
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 208.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
16,496
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
15,753
shares
|
$1.5 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,711
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
14,062
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,933
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,671
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2020
Reduced 12.14%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
11,114
shares
|
$1.06 Million
0.43% of portfolio
|
Q2 2025
Added 48.31%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
10,710
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2025
Added 110.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
10,245
shares
|
$976,143
0.03% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
10,203
shares
|
$972,141
0.33% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
9,464
shares
|
$901,729
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
9,275
shares
|
$883,722
0.29% of portfolio
|
Q3 2025
Added 13.62%
|