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 175 institutions that hold shares in the stock, with a total of 7 Million shares, which have been reported (via 13F filing form) to have a value of $599 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
53,749
shares
|
$4.67 Million
0.02% of portfolio
|
Q4 2024
Added 1108.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
46,628
shares
|
$4.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.88%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
45,438
shares
|
$3.95 Million
0.26% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
44,421
shares
|
$3.86 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
43,801
shares
|
$3.81 Million
0.0% of portfolio
|
Q4 2024
Added 9.48%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,620
shares
|
$3.71 Million
0.95% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
38,454
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
37,605
shares
|
$3.27 Million
1.92% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
36,467
shares
|
$3.17 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,332
shares
|
$3.16 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
33,655
shares
|
$2.93 Million
1.39% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
30,741
shares
|
$2.67 Million
0.24% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
30,467
shares
|
$2.65 Million
0.01% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 21, 2025 Q1 2025 |
29,939
shares
|
$2.6 Million
0.25% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
29,914
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
28,399
shares
|
$2.47 Million
0.41% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
28,391
shares
|
$2.47 Million
0.03% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
27,038
shares
|
$2.35 Million
0.17% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
24,229
shares
|
$2.11 Million
0.01% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
23,160
shares
|
$2.01 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,619
shares
|
$1.79 Million
0.0% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,729
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
18,458
shares
|
$1.6 Million
0.25% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,626
shares
|
$1.53 Million
0.31% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
16,669
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Added 15.21%
|