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 157 institutions that hold shares in the stock, with a total of 6.13 Million shares, which have been reported (via 13F filing form) to have a value of $656 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
44,431
shares
|
$4.76 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
42,798
shares
|
$4.58 Million
0.0% of portfolio
|
Q3 2024
Added 9853.02%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,620
shares
|
$4.57 Million
0.95% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
40,009
shares
|
$4.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
39,486
shares
|
$4.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
38,535
shares
|
$4.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 23.37%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
36,144
shares
|
$3.87 Million
0.2% of portfolio
|
Q3 2024
Added 201.58%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
35,058
shares
|
$3.76 Million
2.03% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
33,180
shares
|
$3.55 Million
1.35% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
30,685
shares
|
$3.29 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,632
shares
|
$3.28 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
30,331
shares
|
$3.25 Million
0.22% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
27,890
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
27,762
shares
|
$2.97 Million
0.38% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,877
shares
|
$2.56 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
23,591
shares
|
$2.53 Million
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
21,896
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
18,942
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,136
shares
|
$1.94 Million
0.1% of portfolio
|
Q3 2024
Reduced 68.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,626
shares
|
$1.89 Million
0.31% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
15,747
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
15,346
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,722
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.62%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
14,468
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
13,990
shares
|
$1.5 Million
0.17% of portfolio
|
Q3 2024
Added 0.03%
|