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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,487
shares
|
$216,219
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,442
shares
|
$212,307
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
2,380
shares
|
$206,917
0.16% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,367
shares
|
$205,786
0.01% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,357
shares
|
$204,917
0.0% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,346
shares
|
$203,961
0.01% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,335
shares
|
$203,004
0.02% of portfolio
|
Q1 2025
Added 116650.0%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,320
shares
|
$201,700
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
2,269
shares
|
$197,266
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,242
shares
|
$194,919
0.0% of portfolio
|
Q2 2024
Reduced 15.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,218
shares
|
$192,832
0.01% of portfolio
|
Q2 2020
Reduced 1.17%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,123
shares
|
$184,573
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,090
shares
|
$181,704
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,075
shares
|
$180,400
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
2,030
shares
|
$176,488
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,006
shares
|
$174,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,779
shares
|
$154,666
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Apr 04, 2025 Q1 2025 |
1,629
shares
|
$141,625
0.07% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,353
shares
|
$117,629
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,294
shares
|
$112,500
0.0% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
1,194
shares
|
$103,806
0.02% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
1,075
shares
|
$93,460
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
862
shares
|
$74,942
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
850
shares
|
$73,899
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
586
shares
|
$50,946
0.04% of portfolio
|
Q3 2024
Reduced 6.24%
|