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 72 institutions that hold shares in the stock, with a total of 2.01 Million shares, which have been reported (via 13F filing form) to have a value of $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
13,396
shares
|
$740,798
0.03% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,920
shares
|
$714,476
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,519
shares
|
$692,300
0.0% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
11,905
shares
|
$658,346
0.0% of portfolio
|
Q2 2025
Reduced 27.77%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
11,557
shares
|
$639,102
0.0% of portfolio
|
Q2 2025
Reduced 40.92%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
11,107
shares
|
$614,217
0.11% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
9,021
shares
|
$498,861
0.0% of portfolio
|
Q4 2024
Reduced 51.1%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
9,009
shares
|
$498,197
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
8,522
shares
|
$471,266
0.01% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
8,468
shares
|
$468,280
0.01% of portfolio
|
Q2 2025
Added 59.35%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
8,251
shares
|
$456,280
0.01% of portfolio
|
Q2 2025
Reduced 80.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
7,880
shares
|
$435,764
0.0% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,720
shares
|
$426,916
0.1% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,551
shares
|
$362,270
0.01% of portfolio
|
Q2 2025
Reduced 13.75%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
6,095
shares
|
$337,053
0.0% of portfolio
|
Q2 2025
Added 51.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,170
shares
|
$285,901
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
5,168
shares
|
$285,790
0.0% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
4,914
shares
|
$271,744
0.0% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
4,765
shares
|
$263,504
0.07% of portfolio
|
Q2 2025
Reduced 64.91%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,381
shares
|
$242,269
0.02% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$242,048
0.04% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,455
shares
|
$191,061
0.06% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3,100
shares
|
$171,430
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
1,968
shares
|
$108,830
0.0% of portfolio
|
Q1 2025
Added 39.48%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,820
shares
|
$100,646
0.02% of portfolio
|
Q2 2020
New holding
|