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 |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,521
shares
|
$722,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,163
shares
|
$691,977
0.25% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,131
shares
|
$689,264
0.04% of portfolio
|
Q2 2025
Added 4.15%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
8,061
shares
|
$683,330
0.12% of portfolio
|
Q2 2025
Reduced 14.39%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,878
shares
|
$667,818
0.36% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
7,854
shares
|
$665,783
0.53% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,624
shares
|
$646,286
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
7,376
shares
|
$625,263
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
7,352
shares
|
$623,229
0.51% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
7,076
shares
|
$599,832
0.16% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,931
shares
|
$587,540
0.0% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,355
shares
|
$538,713
0.14% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,786
shares
|
$490,479
0.01% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
5,662
shares
|
$479,967
0.01% of portfolio
|
Q2 2025
Reduced 72.8%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
5,179
shares
|
$439,023
0.0% of portfolio
|
Q2 2025
Added 29.64%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
5,104
shares
|
$432,666
0.0% of portfolio
|
Q2 2025
Added 484.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
4,766
shares
|
$404,013
0.01% of portfolio
|
Q2 2025
Reduced 23.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,700
shares
|
$398,419
0.01% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,214
shares
|
$357,220
0.01% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,202
shares
|
$356,203
0.0% of portfolio
|
Q2 2025
Reduced 22.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
4,193
shares
|
$355,440
0.0% of portfolio
|
Q2 2025
Added 33.83%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,030
shares
|
$341,623
0.0% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,990
shares
|
$338,232
0.0% of portfolio
|
Q2 2025
Reduced 9.01%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,917
shares
|
$332,044
0.01% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
3,600
shares
|
$305,172
0.14% of portfolio
|
Q2 2025
Reduced 1.53%
|