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 96 institutions that hold shares in the stock, with a total of 3.45 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,581
shares
|
$521,478
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
6,432
shares
|
$509,671
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,928
shares
|
$469,734
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,845
shares
|
$463,157
0.01% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,700
shares
|
$372,428
0.01% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$360,542
0.0% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,365
shares
|
$345,882
0.0% of portfolio
|
Q3 2024
Added 58.67%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,017
shares
|
$318,307
0.02% of portfolio
|
Q2 2024
Added 31.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,016
shares
|
$318,227
0.05% of portfolio
|
Q1 2023
Reduced 23.97%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
3,907
shares
|
$309,590
0.12% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,774
shares
|
$299,051
0.01% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,709
shares
|
$293,901
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,655
shares
|
$289,622
0.04% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,607
shares
|
$285,818
0.0% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,582
shares
|
$283,837
0.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,552
shares
|
$281,460
0.02% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,457
shares
|
$273,932
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,270
shares
|
$259,114
0.06% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,099
shares
|
$245,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,072
shares
|
$243,425
0.0% of portfolio
|
Q3 2024
Added 378.5%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,992
shares
|
$237,086
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,907
shares
|
$230,350
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,817
shares
|
$223,219
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,693
shares
|
$213,393
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,439
shares
|
$193,266
0.06% of portfolio
|
Q4 2024
Reduced 45.06%
|