Institutional Ownership First Trust Small Cap (FYT)
This table provides information about the institutional ownership of First Trust Small Cap (FYT). We have compiled data on the 78 institutions that hold shares in the stock, with a total of 2.41 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
273,559
shares
|
$13.5 Million
0.41% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 12, 2025 Q1 2025 |
263,584
shares
|
$13 Million
2.83% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
220,729
shares
|
$10.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
175,848
shares
|
$8.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
165,933
shares
|
$8.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
107,175
shares
|
$5.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
97,797
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2025
Added 76.14%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
95,056
shares
|
$4.68 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
87,030
shares
|
$4.28 Million
0.08% of portfolio
|
Q2 2024
Added 4.69%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
72,755
shares
|
$3.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
71,731
shares
|
$3.53 Million
1.9% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
57,032
shares
|
$2.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
48,962
shares
|
$2.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
48,260
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.4%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
41,933
shares
|
$2.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,641
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
35,261
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 269.73%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
34,619
shares
|
$1.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.97%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
33,300
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Added 326.92%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
29,660
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.03%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
28,433
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,738
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Added 39.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
20,950
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
20,914
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
19,560
shares
|
$962,352
0.01% of portfolio
|
Q1 2025
Reduced 73.98%
|