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 116 institutions that hold shares in the stock, with a total of 4.51 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
8,410
shares
|
$632,684
0.06% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,377
shares
|
$630,201
0.02% of portfolio
|
Q1 2025
Reduced 33.78%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
7,977
shares
|
$600,109
0.23% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,895
shares
|
$593,940
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
7,886
shares
|
$593,263
0.49% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,807
shares
|
$587,320
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
7,624
shares
|
$573,553
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
7,494
shares
|
$563,773
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
7,313
shares
|
$550,156
0.31% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
7,176
shares
|
$539,850
0.22% of portfolio
|
Q1 2025
Reduced 48.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,167
shares
|
$539,173
0.0% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
7,010
shares
|
$527,362
0.46% of portfolio
|
Q1 2025
Reduced 6.5%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,191
shares
|
$465,748
0.01% of portfolio
|
Q1 2025
Added 141.27%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,981
shares
|
$449,950
0.01% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Apr 22, 2025 Q1 2025 |
5,925
shares
|
$445,737
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,562
shares
|
$418,429
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,562
shares
|
$418,429
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,389
shares
|
$405,414
0.0% of portfolio
|
Q1 2025
Added 38.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,357
shares
|
$403,007
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,046
shares
|
$379,610
0.0% of portfolio
|
Q1 2025
Reduced 81.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,700
shares
|
$353,581
0.01% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,385
shares
|
$329,883
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
3,995
shares
|
$300,543
0.0% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,968
shares
|
$298,512
0.02% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
3,917
shares
|
$294,675
0.02% of portfolio
|
Q1 2025
Reduced 2.49%
|