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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,553
shares
|
$374,024
0.0% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,540
shares
|
$372,655
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,528
shares
|
$371,392
0.16% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,518
shares
|
$370,339
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,080
shares
|
$324,231
0.03% of portfolio
|
Q2 2025
Added 3.6%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
3,012
shares
|
$317,073
0.18% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
3,002
shares
|
$316,020
0.1% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,949
shares
|
$310,441
0.08% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,883
shares
|
$303,493
0.01% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
2,874
shares
|
$302,545
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,767
shares
|
$291,282
0.01% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,760
shares
|
$290,545
0.03% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
2,709
shares
|
$285,176
0.11% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,695
shares
|
$283,702
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,589
shares
|
$272,544
0.09% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,564
shares
|
$269,912
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,480
shares
|
$261,069
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,478
shares
|
$260,859
0.01% of portfolio
|
Q2 2025
Reduced 46.14%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,427
shares
|
$255,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,363
shares
|
$248,753
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,357
shares
|
$248,121
0.0% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
2,347
shares
|
$247,068
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
2,339
shares
|
$246,226
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,337
shares
|
$246,015
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,332
shares
|
$245,489
0.12% of portfolio
|
Q2 2025
Added 1.97%
|