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 |
---|---|---|---|---|---|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
5,305
shares
|
$516,388
0.22% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Aug 13, 2024 Q2 2024 |
5,241
shares
|
$510,158
0.25% of portfolio
|
Q2 2024
Reduced 42.51%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
5,144
shares
|
$500,716
0.0% of portfolio
|
Q2 2024
Added 0.98%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
4,919
shares
|
$478,815
0.0% of portfolio
|
Q2 2024
Added 12.1%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
4,637
shares
|
$451,365
0.2% of portfolio
|
Q2 2024
Added 0.13%
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,620
shares
|
$449,710
0.23% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
4,492
shares
|
$437,251
0.0% of portfolio
|
Q2 2024
Added 6.77%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,436
shares
|
$431,800
0.01% of portfolio
|
Q2 2024
Reduced 8.71%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
4,424
shares
|
$430,632
0.0% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
4,400
shares
|
$428,296
0.02% of portfolio
|
Q2 2020
New holding
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
4,186
shares
|
$407,465
0.0% of portfolio
|
Q2 2024
Added 10.71%
|
|
American Institute For Advanced Investment Management, LLP
|
Jul 23, 2024 Q2 2024 |
4,060
shares
|
$395,200
0.28% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
3,869
shares
|
$376,608
0.16% of portfolio
|
Q2 2024
Reduced 50.95%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
3,689
shares
|
$359,087
0.01% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
3,665
shares
|
$356,751
0.19% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
3,540
shares
|
$344,583
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
3,500
shares
|
$340,690
0.0% of portfolio
|
Q2 2024
New holding
|
|
Tfg Advisers LLC
|
Jul 25, 2024 Q2 2024 |
3,409
shares
|
$331,832
0.12% of portfolio
|
Q2 2024
Reduced 15.83%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
3,348
shares
|
$325,894
0.01% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
3,330
shares
|
$324,142
0.17% of portfolio
|
Q2 2024
Added 2.27%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
3,099
shares
|
$301,656
0.01% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
3,064
shares
|
$298,249
0.04% of portfolio
|
Q2 2024
Added 0.1%
|
|
Wealth Effects LLC
|
Aug 02, 2024 Q2 2024 |
2,958
shares
|
$287,931
0.11% of portfolio
|
Q2 2024
Added 0.03%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
2,813
shares
|
$273,817
0.08% of portfolio
|
Q2 2024
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
2,774
shares
|
$270,021
0.01% of portfolio
|
Q2 2024
Reduced 2.73%
|