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 114 institutions that hold shares in the stock, with a total of 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
51,020
shares
|
$3.42 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
45,997
shares
|
$3.08 Million
2.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
44,440
shares
|
$2.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
38,527
shares
|
$2.58 Million
0.0% of portfolio
|
Q4 2024
Added 12.44%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,859
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,508
shares
|
$2.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 59.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
31,832
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
29,221
shares
|
$1.96 Million
1.14% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
27,579
shares
|
$1.85 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
22,276
shares
|
$1.49 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
21,536
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
20,658
shares
|
$1.39 Million
1.26% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
19,943
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.42%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
17,026
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2024
Added 11.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,859
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
16,733
shares
|
$1.12 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
15,799
shares
|
$1.06 Million
0.13% of portfolio
|
Q4 2024
Reduced 13.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
14,355
shares
|
$962,502
0.0% of portfolio
|
Q4 2024
Added 38.82%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
14,178
shares
|
$950,634
0.0% of portfolio
|
Q4 2024
Added 67.41%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
14,004
shares
|
$938,968
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,671
shares
|
$849,590
0.03% of portfolio
|
Q2 2020
Reduced 12.14%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
11,650
shares
|
$781,132
0.0% of portfolio
|
Q1 2025
Added 65.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 23, 2025 Q1 2025 |
10,714
shares
|
$718,373
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
10,000
shares
|
$670,500
0.33% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
9,536
shares
|
$639,388
0.19% of portfolio
|
Q4 2024
Added 4.76%
|