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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
36,606
shares
|
$3.1 Million
0.01% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
29,995
shares
|
$2.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,100
shares
|
$2.38 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
27,091
shares
|
$2.3 Million
0.0% of portfolio
|
Q2 2025
Added 26.3%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
26,188
shares
|
$2.22 Million
1.05% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
23,646
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
21,947
shares
|
$1.86 Million
1.44% of portfolio
|
Q2 2025
Added 6.24%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
20,463
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
19,622
shares
|
$1.66 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
19,476
shares
|
$1.65 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,804
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 61.41%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
17,133
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2025
Added 208.04%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,133
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2025
Added 208.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
16,496
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
15,753
shares
|
$1.34 Million
0.45% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
15,711
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
14,062
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
12,956
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Added 54.66%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,671
shares
|
$1.07 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
|
$942,133
0.43% of portfolio
|
Q2 2025
Added 48.31%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
10,710
shares
|
$907,886
0.0% of portfolio
|
Q2 2025
Added 110.08%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
10,245
shares
|
$868,468
0.03% of portfolio
|
Q2 2025
Added 13.52%
|
|
|
Strategic Equity Management
|
Aug 11, 2025 Q2 2025 |
10,203
shares
|
$864,908
0.33% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
9,464
shares
|
$802,263
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
8,597
shares
|
$728,767
0.0% of portfolio
|
Q2 2025
Reduced 77.1%
|