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 170 institutions that hold shares in the stock, with a total of 6.3 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
45,415
shares
|
$4.78 Million
0.03% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
42,735
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,620
shares
|
$4.49 Million
0.95% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
40,582
shares
|
$4.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 17, 2025 Q2 2025 |
38,555
shares
|
$4.06 Million
1.76% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
37,219
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
35,223
shares
|
$3.71 Million
1.24% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
33,271
shares
|
$3.5 Million
0.42% of portfolio
|
Q2 2025
Added 14.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,693
shares
|
$3.34 Million
0.01% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
30,921
shares
|
$3.26 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.71%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
30,439
shares
|
$3.2 Million
0.26% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
28,199
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 49.83%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
27,752
shares
|
$2.92 Million
0.17% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
27,044
shares
|
$2.85 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
24,876
shares
|
$2.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
23,187
shares
|
$2.44 Million
0.12% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,778
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
22,680
shares
|
$2.39 Million
0.08% of portfolio
|
Q2 2025
Added 457.11%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
21,552
shares
|
$2.27 Million
0.11% of portfolio
|
Q2 2025
Reduced 49.87%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
21,223
shares
|
$2.23 Million
0.28% of portfolio
|
Q2 2025
Added 14.98%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,729
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
18,561
shares
|
$1.95 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,626
shares
|
$1.86 Million
0.31% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
16,552
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 66.13%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
16,326
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Added 4.58%
|