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 173 institutions that hold shares in the stock, with a total of 6.36 Million shares, which have been reported (via 13F filing form) to have a value of $702 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
16,326
shares
|
$1.8 Million
0.01% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
15,626
shares
|
$1.72 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
15,423
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,166
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Added 167.67%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,722
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.62%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
14,652
shares
|
$1.62 Million
1.06% of portfolio
|
Q2 2025
New holding
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Oct 17, 2025 Q3 2025 |
14,567
shares
|
$1.61 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
13,647
shares
|
$1.51 Million
0.07% of portfolio
|
Q2 2025
Added 12.19%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
13,461
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
12,577
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 06, 2025 Q3 2025 |
12,463
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
11,864
shares
|
$1.31 Million
0.12% of portfolio
|
Q2 2025
Reduced 34.81%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
11,003
shares
|
$1.21 Million
0.07% of portfolio
|
Q3 2025
Reduced 13.83%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,718
shares
|
$1.18 Million
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,601
shares
|
$1.06 Million
0.01% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
8,526
shares
|
$940,503
0.28% of portfolio
|
Q2 2025
Added 32.6%
|
|
|
Potentia Wealth
San Jose, CA |
Aug 14, 2025 Q2 2025 |
8,344
shares
|
$920,426
0.46% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,834
shares
|
$864,168
0.05% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
7,723
shares
|
$851,924
0.03% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
7,450
shares
|
$821,809
0.33% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
6,620
shares
|
$730,252
0.06% of portfolio
|
Q2 2025
Reduced 10.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,426
shares
|
$708,852
0.01% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
6,321
shares
|
$697,269
0.0% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,209
shares
|
$684,914
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6,134
shares
|
$676,641
0.07% of portfolio
|
Q2 2025
Added 9.67%
|