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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,600
shares
|
$573,804
0.0% of portfolio
|
Q4 2024
Reduced 25.04%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
6,436
shares
|
$559,545
0.05% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
6,034
shares
|
$524,595
0.16% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,010
shares
|
$522,509
0.01% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,798
shares
|
$504,078
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
5,621
shares
|
$488,689
0.1% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,593
shares
|
$486,255
0.07% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
5,549
shares
|
$482,430
0.01% of portfolio
|
Q4 2024
Added 34.95%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,514
shares
|
$479,387
0.01% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
5,500
shares
|
$478,170
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,380
shares
|
$467,737
0.0% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,058
shares
|
$439,742
0.01% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,976
shares
|
$432,613
0.03% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,919
shares
|
$427,657
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
4,814
shares
|
$418,529
0.2% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,793
shares
|
$416,703
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,770
shares
|
$414,703
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
4,749
shares
|
$412,878
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Jan 31, 2025 Q4 2024 |
4,682
shares
|
$407,053
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,678
shares
|
$406,705
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,620
shares
|
$401,662
0.23% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
4,526
shares
|
$393,490
0.05% of portfolio
|
Q4 2024
Reduced 40.94%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
4,520
shares
|
$392,968
0.22% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
4,473
shares
|
$388,882
0.19% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
4,424
shares
|
$384,622
0.0% of portfolio
|
Q1 2024
Reduced 7.06%
|