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 173 institutions that hold shares in the stock, with a total of 6.36 Million shares, which have been reported (via 13F filing form) to have a value of $702 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
3,638
shares
|
$401,307
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,600
shares
|
$397,116
0.0% of portfolio
|
Q2 2025
Reduced 59.55%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,553
shares
|
$391,931
0.0% of portfolio
|
Q2 2025
Reduced 8.5%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,540
shares
|
$390,497
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
3,528
shares
|
$389,173
0.16% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
3,518
shares
|
$388,070
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,055
shares
|
$336,997
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
3,012
shares
|
$332,253
0.18% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
3,002
shares
|
$331,150
0.1% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,949
shares
|
$325,304
0.08% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,883
shares
|
$318,023
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
|
$317,030
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,767
shares
|
$305,227
0.01% of portfolio
|
Q2 2025
Reduced 21.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
2,760
shares
|
$304,455
0.03% of portfolio
|
Q1 2025
Reduced 26.83%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
2,709
shares
|
$298,829
0.11% of portfolio
|
Q2 2025
Reduced 8.45%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
2,695
shares
|
$297,285
0.0% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
2,637
shares
|
$290,887
0.0% of portfolio
|
Q2 2025
Added 13.32%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
2,589
shares
|
$285,592
0.09% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,564
shares
|
$282,834
0.01% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
2,480
shares
|
$273,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,478
shares
|
$273,348
0.01% of portfolio
|
Q2 2025
Reduced 46.14%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,465
shares
|
$271,914
0.01% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,427
shares
|
$267,722
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,363
shares
|
$260,662
0.0% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,357
shares
|
$260,000
0.0% of portfolio
|
Q3 2023
Reduced 2.28%
|