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 6.86 Million shares, which have been reported (via 13F filing form) to have a value of $698 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,422
shares
|
$450,115
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
4,400
shares
|
$447,876
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,388
shares
|
$446,654
0.22% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,374
shares
|
$445,229
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
4,337
shares
|
$441,463
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
4,206
shares
|
$428,128
0.17% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,034
shares
|
$410,620
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,766
shares
|
$383,341
0.0% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,753
shares
|
$382,017
0.0% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
3,612
shares
|
$367,665
0.2% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,540
shares
|
$360,336
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,476
shares
|
$353,822
0.0% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
3,461
shares
|
$352,295
0.13% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,400
shares
|
$346,086
0.26% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,335
shares
|
$339,469
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,008
shares
|
$306,184
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,959
shares
|
$301,196
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,949
shares
|
$300,178
0.08% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,943
shares
|
$299,567
0.03% of portfolio
|
Q4 2024
Added 14.29%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
2,874
shares
|
$292,544
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
2,869
shares
|
$292,035
0.01% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
2,769
shares
|
$281,856
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,717
shares
|
$276,563
0.01% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,690
shares
|
$273,815
0.07% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,642
shares
|
$268,929
0.01% of portfolio
|
Q4 2024
Reduced 3.61%
|