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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,824
shares
|
$287,679
0.0% of portfolio
|
Q1 2025
Reduced 34.03%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,805
shares
|
$286,250
0.0% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,774
shares
|
$283,918
0.0% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,728
shares
|
$280,457
0.13% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,725
shares
|
$280,231
0.0% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,656
shares
|
$275,040
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
3,369
shares
|
$253,449
0.03% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
3,270
shares
|
$246,002
0.05% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,248
shares
|
$244,347
0.02% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,133
shares
|
$235,695
0.0% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,117
shares
|
$234,491
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,034
shares
|
$228,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,013
shares
|
$226,667
0.01% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
3,003
shares
|
$225,915
0.07% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,967
shares
|
$223,207
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,826
shares
|
$212,599
0.06% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,079
shares
|
$156,403
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,860
shares
|
$139,927
0.01% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,084
shares
|
$81,549
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,037
shares
|
$78,013
0.02% of portfolio
|
Q2 2022
Added 22.87%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
954
shares
|
$71,769
0.0% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
873
shares
|
$65,675
0.0% of portfolio
|
Q1 2025
Added 102.55%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
719
shares
|
$54,090
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
590
shares
|
$44,385
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
571
shares
|
$42,956
0.0% of portfolio
|
Q4 2024
Reduced 13.62%
|