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 150 institutions that hold shares in the stock, with a total of 6.15 Million shares, which have been reported (via 13F filing form) to have a value of $655 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
705,222
shares
|
$75.1 Million
0.01% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
579,532
shares
|
$61.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
504,230
shares
|
$53.7 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
451,213
shares
|
$48.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
398,139
shares
|
$42.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
266,935
shares
|
$28.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Oct 30, 2024 Q3 2024 |
247,382
shares
|
$26.3 Million
12.48% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,296
shares
|
$22.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
205,703
shares
|
$21.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,436
shares
|
$21.6 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
151,632
shares
|
$16.1 Million
0.03% of portfolio
|
Q2 2024
Reduced 24.37%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
124,938
shares
|
$13.3 Million
2.82% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 26, 2024 Q2 2024 |
111,516
shares
|
$11.9 Million
7.72% of portfolio
|
Q2 2024
Added 4.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
97,828
shares
|
$10.4 Million
0.03% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,228
shares
|
$9.08 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
80,530
shares
|
$8.58 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
79,897
shares
|
$8.51 Million
0.01% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
79,845
shares
|
$8.5 Million
0.05% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
73,452
shares
|
$7.82 Million
0.04% of portfolio
|
Q2 2024
Reduced 25.02%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
69,454
shares
|
$7.4 Million
0.25% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
65,236
shares
|
$6.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 51.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
63,017
shares
|
$6.71 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Genesee Capital Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
60,406
shares
|
$6.43 Million
2.96% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
59,146
shares
|
$6.3 Million
0.24% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
57,382
shares
|
$6.11 Million
0.39% of portfolio
|
Q2 2024
Reduced 2.87%
|