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 |
---|---|---|---|---|---|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
13,585
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 25.19%
|
|
Virtu Financial LLC
New York, NY |
Aug 09, 2024 Q2 2024 |
11,985
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2024
Added 5.58%
|
|
Lvz, Inc.
|
Jul 24, 2024 Q2 2024 |
11,532
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
11,087
shares
|
$1.08 Million
0.18% of portfolio
|
Q4 2023
Added 0.26%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
11,063
shares
|
$1.08 Million
0.15% of portfolio
|
Q2 2024
Added 38.2%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
11,055
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,718
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 01, 2024 Q2 2024 |
10,624
shares
|
$1.03 Million
0.58% of portfolio
|
Q2 2024
Added 3.04%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
10,046
shares
|
$977,877
0.03% of portfolio
|
Q2 2024
New holding
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
9,361
shares
|
$911,199
0.2% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
8,777
shares
|
$854,353
0.14% of portfolio
|
Q1 2024
Added 4.08%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
8,594
shares
|
$836,539
0.06% of portfolio
|
Q2 2024
Reduced 3.3%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
8,133
shares
|
$791,666
0.0% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 14, 2024 Q2 2024 |
8,115
shares
|
$789,914
0.03% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,834
shares
|
$762,561
0.05% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
7,666
shares
|
$746,208
0.1% of portfolio
|
Q2 2024
Added 11.05%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
7,460
shares
|
$726,156
0.0% of portfolio
|
Q2 2024
Reduced 10.22%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
7,162
shares
|
$697,149
0.07% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
6,713
shares
|
$653,443
0.05% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
6,410
shares
|
$623,949
0.02% of portfolio
|
Q2 2024
Added 2.33%
|
|
Keystone Wealth Services, LLC
|
Jul 12, 2024 Q2 2024 |
6,335
shares
|
$616,648
0.19% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
5,707
shares
|
$555,519
0.0% of portfolio
|
Q2 2024
Added 28.28%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
5,621
shares
|
$547,148
0.14% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
5,500
shares
|
$535,370
0.01% of portfolio
|
Q1 2022
New holding
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
5,315
shares
|
$517,362
0.04% of portfolio
|
Q2 2024
Reduced 22.16%
|