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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
16,293
shares
|
$1.42 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
15,894
shares
|
$1.38 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
15,677
shares
|
$1.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,722
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.62%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
14,675
shares
|
$1.28 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,321
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 74.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
14,138
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 17.53%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
13,665
shares
|
$1.19 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
12,861
shares
|
$1.12 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Apr 14, 2025 Q1 2025 |
12,475
shares
|
$1.08 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,164
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
11,384
shares
|
$989,724
0.51% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
11,245
shares
|
$977,640
0.02% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Potentia Wealth
San Jose, CA |
Feb 11, 2025 Q4 2024 |
11,093
shares
|
$964,425
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,718
shares
|
$931,822
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Feb 14, 2025 Q4 2024 |
9,696
shares
|
$842,970
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Feb 14, 2025 Q4 2024 |
9,696
shares
|
$842,970
0.36% of portfolio
|
Q4 2024
Reduced 27.78%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
9,103
shares
|
$791,414
0.01% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
8,900
shares
|
$773,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,026
shares
|
$697,780
0.03% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,834
shares
|
$681,087
0.05% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
7,759
shares
|
$674,567
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
7,389
shares
|
$642,399
0.07% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
6,967
shares
|
$605,710
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
6,776
shares
|
$589,105
0.06% of portfolio
|
Q4 2024
Added 0.49%
|