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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,327
shares
|
$244,963
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
2,267
shares
|
$238,647
0.01% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
2,242
shares
|
$236,015
0.0% of portfolio
|
Q2 2024
Reduced 15.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,218
shares
|
$233,488
0.01% of portfolio
|
Q2 2020
Reduced 1.17%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
2,182
shares
|
$229,699
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,133
shares
|
$224,540
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,123
shares
|
$223,488
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,618
shares
|
$170,326
0.0% of portfolio
|
Q2 2025
Reduced 42.21%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,590
shares
|
$167,379
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,405
shares
|
$147,904
0.01% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,353
shares
|
$142,430
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,301
shares
|
$136,956
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,236
shares
|
$130,113
0.01% of portfolio
|
Q2 2025
Reduced 50.84%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,213
shares
|
$127,692
0.02% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,123
shares
|
$118,218
0.0% of portfolio
|
Q2 2025
Reduced 61.88%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,075
shares
|
$113,165
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
924
shares
|
$97,269
0.0% of portfolio
|
Q1 2025
Reduced 28.59%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
911
shares
|
$95,900
0.02% of portfolio
|
Q2 2025
Reduced 37.43%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
862
shares
|
$90,742
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
850
shares
|
$89,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
758
shares
|
$79,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
652
shares
|
$68,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
618
shares
|
$65,056
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
586
shares
|
$61,688
0.04% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
578
shares
|
$60,846
0.02% of portfolio
|
Q2 2025
New holding
|