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 $576 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
52,053
shares
|
$5.07 Million
0.31% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
Park National Corp
|
Jul 15, 2024 Q2 2024 |
50,286
shares
|
$4.89 Million
0.17% of portfolio
|
Q2 2024
Reduced 41.57%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
45,175
shares
|
$4.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.51%
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
44,683
shares
|
$4.35 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
40,478
shares
|
$3.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
39,923
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2024
Added 2.27%
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jul 16, 2024 Q2 2024 |
39,150
shares
|
$3.81 Million
2.08% of portfolio
|
Q2 2024
Added 20.73%
|
|
Sweet Financial Partners, LLC
|
Jul 18, 2024 Q2 2024 |
39,050
shares
|
$3.8 Million
0.83% of portfolio
|
Q1 2024
Added 15.41%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
32,164
shares
|
$3.13 Million
1.24% of portfolio
|
Q2 2024
Reduced 10.73%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
30,707
shares
|
$2.99 Million
0.44% of portfolio
|
Q2 2024
Added 1.75%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
30,081
shares
|
$2.93 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2024 Q2 2024 |
26,494
shares
|
$2.58 Million
0.39% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
25,317
shares
|
$2.46 Million
0.33% of portfolio
|
Q2 2024
Added 8.26%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
23,530
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2024
Added 5.27%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
19,483
shares
|
$1.9 Million
0.0% of portfolio
|
Q2 2024
Added 16.38%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
19,420
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
18,654
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2024
Reduced 23.41%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
18,389
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,626
shares
|
$1.72 Million
0.31% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
16,316
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2024
Added 0.83%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
15,896
shares
|
$1.55 Million
0.24% of portfolio
|
Q2 2024
Added 291.14%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,722
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.62%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
14,529
shares
|
$1.41 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
13,986
shares
|
$1.36 Million
0.17% of portfolio
|
Q2 2024
Added 0.03%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,845
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 308.41%
|