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 |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,606
shares
|
$88,811
0.0% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,482
shares
|
$81,954
0.01% of portfolio
|
Q2 2025
Added 16.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,463
shares
|
$80,903
0.0% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,079
shares
|
$59,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$55,300
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
970
shares
|
$53,641
0.0% of portfolio
|
Q4 2024
Reduced 49.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
674
shares
|
$37,272
0.0% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
605
shares
|
$33,456
0.01% of portfolio
|
Q3 2022
Added 86.15%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
494
shares
|
$27,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
250
shares
|
$13,825
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
195
shares
|
$10,783
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
175
shares
|
$9,677
0.0% of portfolio
|
Q1 2023
Reduced 33.71%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
148
shares
|
$8,184
0.0% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
116
shares
|
$6,414
0.0% of portfolio
|
Q4 2024
Added 78.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$5,530
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
77
shares
|
$4,258
0.0% of portfolio
|
Q1 2023
Reduced 94.66%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
50
shares
|
$2,765
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
47
shares
|
$2,599
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
32
shares
|
$1,769
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
31
shares
|
$1,714
0.0% of portfolio
|
Q3 2024
Reduced 55.07%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
25
shares
|
$1,382
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|