Purchases and Sales Made in Q2 2025 in First Trust Small Cap Growth A (FYC)
This table provides information about the institutional ownership of First Trust Small Cap Growth A (FYC) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST SMALL CAP GROWTH A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
118K+ 92.76% |
$7.23M - $9.43M
|
246K
$22.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.4K+ 13.4% |
$4.84M - $6.32M
|
671K
$61.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
69.4K+ 103.76% |
$4.23M - $5.52M
|
136K
$12.4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
36.4K+ 23.53% |
$2.22M - $2.9M
|
191K
$17.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
28.1KNew |
$1.71M - $2.24M
|
28.1K
$2.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
19.5KNew |
$1.19M - $1.55M
|
19.5K
$1.78M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
11.6K+ 208.04% |
$706K - $921K
|
17.1K
$1.56M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 208.04% |
$706K - $921K
|
17.1K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
9.46KNew |
$577K - $753K
|
9.46K
$864K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.09K+ 30.29% |
$554K - $723K
|
39.1K
$3.57M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.52KNew |
$520K - $678K
|
8.52K
$778K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
7.82K+ 5.76% |
$477K - $623K
|
144K
$13.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.38KNew |
$450K - $587K
|
7.38K
$673K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.15K+ 61.41% |
$436K - $569K
|
18.8K
$1.72M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.04K+ 2.84% |
$430K - $560K
|
255K
$23.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.64K+ 26.3% |
$344K - $449K
|
27.1K
$2.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.61K+ 110.08% |
$342K - $447K
|
10.7K
$978K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.73K+ 8.88% |
$289K - $377K
|
58K
$5.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.58K+ 54.66% |
$279K - $364K
|
13K
$1.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.23K+ 484.65% |
$258K - $337K
|
5.1K
$466K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.76K+ 4.31% |
$230K - $299K
|
91K
$8.31M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
3.62K+ 48.31% |
$221K - $288K
|
11.1K
$1.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
3.29KNew |
$200K - $261K
|
3.29K
$300K
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.58KNew |
$158K - $206K
|
2.58K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.53KNew |
$154K - $201K
|
2.53K
$231K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.1K+ 6.08% |
$128K - $167K
|
36.6K
$3.34M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85KNew |
$113K - $147K
|
1.85K
$169K
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.29K+ 6.24% |
$78.6K - $103K
|
21.9K
$2M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.22K+ 13.52% |
$74.4K - $97.1K
|
10.2K
$935K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 29.64% |
$72.2K - $94.2K
|
5.18K
$473K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 0.89% |
$71.3K - $92.9K
|
132K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.17K+ 0.89% |
$71.3K - $92.9K
|
132K
$12M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.06K+ 33.83% |
$64.7K - $84.4K
|
4.19K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
818New |
$49.9K - $65.1K
|
818
$74.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
565+ 7.73% |
$34.5K - $45K
|
7.88K
$719K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
430+ 7.26% |
$26.2K - $34.2K
|
6.36K
$580K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
409+ 10.75% |
$25K - $32.5K
|
4.21K
$385K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
384+ 20.65% |
$23.4K - $30.6K
|
2.24K
$205K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
342+ 4.88% |
$20.9K - $27.2K
|
7.35K
$671K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
324+ 4.15% |
$19.8K - $25.8K
|
8.13K
$742K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
305+ 8.19% |
$18.6K - $24.3K
|
4.03K
$368K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Equity Management
|
BUY
|
- |
203+ 2.03% |
$12.4K - $16.2K
|
10.2K
$931K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
186+ 2.33% |
$11.3K - $14.8K
|
8.16K
$745K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
186+ 0.92% |
$11.3K - $14.8K
|
20.5K
$1.87M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
92New |
$5.61K - $7.32K
|
92
$8.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 0.04% |
$1.53K - $1.99K
|
71.1K
$6.49M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 3.14% |
$1.83K - $2.39K
|
924
$84.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-32- 0.41% |
$1.95K - $2.55K
|
7.85K
$717K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-56- 1.53% |
$3.42K - $4.46K
|
3.6K
$329K
|