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 145 institutions that hold shares in the stock, with a total of 6.07 Million shares, which have been reported (via 13F filing form) to have a value of $576 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
330
shares
|
$32,122
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
311
shares
|
$30,272
0.01% of portfolio
|
Q1 2023
Added 58.67%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
257
shares
|
$25,016
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
214
shares
|
$20,830
0.0% of portfolio
|
Q2 2024
Added 13.23%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
168
shares
|
$16,353
0.01% of portfolio
|
Q2 2023
Added 147.06%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
165
shares
|
$16,061
0.0% of portfolio
|
Q4 2023
New holding
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
156
shares
|
$15,185
0.0% of portfolio
|
Q2 2024
Added 0.65%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
153
shares
|
$14,893
0.0% of portfolio
|
Q2 2024
Added 393.55%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
129
shares
|
$12,556
0.0% of portfolio
|
Q2 2024
Added 38.71%
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
119
shares
|
$11,583
0.0% of portfolio
|
Q1 2024
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 05, 2024 Q2 2024 |
109
shares
|
$10,610
0.0% of portfolio
|
Q1 2024
Added 0.93%
|
|
Salomon & Ludwin, LLC
|
Jul 25, 2024 Q2 2024 |
100
shares
|
$9,734
0.0% of portfolio
|
Q1 2024
New holding
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
97
shares
|
$9,441
0.0% of portfolio
|
Q3 2022
New holding
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
88
shares
|
$8,565
0.01% of portfolio
|
Q1 2022
Added 1.15%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
64
shares
|
$6,229
0.0% of portfolio
|
Q1 2024
New holding
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
25
shares
|
$2,433
0.0% of portfolio
|
Q1 2023
Reduced 77.06%
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
18
shares
|
$1,752
0.0% of portfolio
|
Q1 2024
New holding
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
11
shares
|
$1,070
0.0% of portfolio
|
Q4 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|