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 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,877
shares
|
$966,377
0.0% of portfolio
|
Q3 2024
Reduced 78.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
16,722
shares
|
$957,501
0.03% of portfolio
|
Q3 2024
Reduced 39.75%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
14,580
shares
|
$834,850
0.05% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,288
shares
|
$818,130
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,761
shares
|
$787,954
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,126
shares
|
$694,334
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
11,413
shares
|
$653,508
0.17% of portfolio
|
Q3 2023
Added 70.34%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
11,257
shares
|
$644,575
0.17% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,700
shares
|
$612,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
9,368
shares
|
$536,411
0.02% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,074
shares
|
$519,577
0.0% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
9,009
shares
|
$515,855
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,141
shares
|
$466,153
0.01% of portfolio
|
Q3 2024
Reduced 87.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,720
shares
|
$442,047
0.1% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,696
shares
|
$440,672
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,840
shares
|
$391,658
0.02% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
6,634
shares
|
$379,862
0.04% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
5,810
shares
|
$332,680
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
4,696
shares
|
$268,892
0.02% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,585
shares
|
$262,537
0.0% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$250,627
0.04% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
4,231
shares
|
$242,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,731
shares
|
$213,637
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,731
shares
|
$213,637
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
3,655
shares
|
$209,285
0.07% of portfolio
|
Q3 2024
Added 0.74%
|