Institutional Ownership First Trust Small Cap Growth A (FYC)
This table provides information about the institutional ownership of First Trust Small Cap Growth A (FYC). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
724,320
shares
|
$54.6 Million
0.0% of portfolio
|
Q4 2024
Added 275.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
573,829
shares
|
$43.3 Million
0.02% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
410,264
shares
|
$31 Million
0.01% of portfolio
|
Q4 2024
Added 60.16%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
250,691
shares
|
$18.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
208,878
shares
|
$15.8 Million
4.52% of portfolio
|
Q4 2023
Added 5.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
134,427
shares
|
$10.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
132,240
shares
|
$9.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
132,219
shares
|
$9.98 Million
0.0% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
128,192
shares
|
$9.67 Million
3.18% of portfolio
|
Q4 2024
Added 1980.36%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
122,226
shares
|
$9.22 Million
3.88% of portfolio
|
Q4 2024
Added 27.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
109,730
shares
|
$8.28 Million
0.02% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Feb 05, 2025 Q4 2024 |
107,001
shares
|
$8.07 Million
7.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
90,909
shares
|
$6.86 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
85,895
shares
|
$6.48 Million
0.14% of portfolio
|
Q4 2024
Reduced 10.44%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
85,463
shares
|
$6.45 Million
0.18% of portfolio
|
Q4 2024
Added 7.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
84,686
shares
|
$6.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
80,721
shares
|
$6.09 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
80,454
shares
|
$6.07 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,513
shares
|
$5.92 Million
0.0% of portfolio
|
Q3 2024
Added 52.25%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
66,330
shares
|
$5 Million
2.91% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,732
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
60,311
shares
|
$4.55 Million
0.0% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
53,636
shares
|
$4.05 Million
0.6% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
52,961
shares
|
$4 Million
0.0% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52,550
shares
|
$3.96 Million
0.06% of portfolio
|
Q2 2024
Added 0.19%
|