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 170 institutions that hold shares in the stock, with a total of 6.3 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,760
shares
|
$606,355
0.04% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,646
shares
|
$594,354
0.0% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
5,621
shares
|
$591,722
0.14% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
5,516
shares
|
$580,669
0.0% of portfolio
|
Q2 2025
Reduced 67.54%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,500
shares
|
$578,985
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,258
shares
|
$553,509
0.13% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,058
shares
|
$532,455
0.01% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
4,814
shares
|
$506,769
0.19% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
4,793
shares
|
$504,559
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
4,695
shares
|
$494,242
0.0% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
4,682
shares
|
$492,874
0.1% of portfolio
|
Q2 2025
Added 94.92%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,680
shares
|
$492,663
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
4,650
shares
|
$489,505
0.18% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,620
shares
|
$486,347
0.23% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jul 14, 2025 Q2 2025 |
4,551
shares
|
$479,083
0.29% of portfolio
|
Q2 2025
Reduced 96.0%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
4,447
shares
|
$468,135
0.0% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,400
shares
|
$463,188
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,390
shares
|
$462,135
0.18% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,374
shares
|
$460,450
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
4,348
shares
|
$457,713
0.01% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Aug 12, 2025 Q2 2025 |
4,337
shares
|
$456,555
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
4,145
shares
|
$436,344
0.02% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,867
shares
|
$407,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,638
shares
|
$382,972
0.01% of portfolio
|
Q2 2025
Added 7.63%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,600
shares
|
$378,972
0.0% of portfolio
|
Q2 2025
Reduced 59.55%
|