Institutional Ownership First Tr Small Cap Core Alphad (FYX)
This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX). We have compiled data on the 145 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $579 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
705,222
shares
|
$67.3 Million
0.01% of portfolio
|
Q1 2024
Added 3.03%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
579,532
shares
|
$55.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
504,230
shares
|
$48.1 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
451,213
shares
|
$43.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
398,139
shares
|
$38 Million
0.01% of portfolio
|
Q2 2024
Added 3.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
291,881
shares
|
$27.9 Million
0.08% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jul 26, 2024 Q2 2024 |
240,291
shares
|
$22.9 Million
12.41% of portfolio
|
Q2 2024
Added 2.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
210,877
shares
|
$20.1 Million
0.01% of portfolio
|
Q2 2024
Added 2.11%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
205,703
shares
|
$19.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
197,170
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2024
Added 4.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
151,632
shares
|
$14.5 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.37%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 30, 2024 Q2 2024 |
123,010
shares
|
$11.7 Million
2.71% of portfolio
|
Q2 2024
Added 1.97%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 26, 2024 Q2 2024 |
111,516
shares
|
$10.6 Million
7.72% of portfolio
|
Q2 2024
Added 4.14%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,228
shares
|
$8.14 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
80,796
shares
|
$7.71 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.96%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
80,530
shares
|
$7.69 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
79,845
shares
|
$7.62 Million
0.05% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
73,452
shares
|
$7.01 Million
0.04% of portfolio
|
Q2 2024
Reduced 25.02%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
67,819
shares
|
$6.47 Million
0.25% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
65,741
shares
|
$6.27 Million
0.01% of portfolio
|
Q2 2024
Added 10.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
65,236
shares
|
$6.23 Million
0.0% of portfolio
|
Q2 2024
Reduced 51.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
63,017
shares
|
$6.01 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
59,957
shares
|
$5.72 Million
2.71% of portfolio
|
Q2 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
59,146
shares
|
$5.65 Million
0.24% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
57,382
shares
|
$5.48 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.87%
|