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 116 institutions that hold shares in the stock, with a total of 4.45 Million shares, which have been reported (via 13F filing form) to have a value of $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
592,006
shares
|
$46.9 Million
0.02% of portfolio
|
Q1 2025
Added 3.17%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
483,175
shares
|
$38.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
369,856
shares
|
$29.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
247,842
shares
|
$19.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
J Arnold Wealth Management CO
Youngstown, OH |
Jan 17, 2024 Q4 2023 |
208,878
shares
|
$16.6 Million
4.52% of portfolio
|
Q4 2023
Added 5.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
154,934
shares
|
$12.3 Million
0.02% of portfolio
|
Q1 2025
Added 41.2%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
143,687
shares
|
$11.4 Million
2.79% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
134,407
shares
|
$10.7 Million
0.01% of portfolio
|
Q1 2025
Added 157.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
130,645
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
129,404
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
127,693
shares
|
$10.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
100,194
shares
|
$7.94 Million
0.17% of portfolio
|
Q1 2025
Added 17.24%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
95,441
shares
|
$7.57 Million
3.23% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
89,808
shares
|
$7.12 Million
4.86% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
87,236
shares
|
$6.92 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
80,600
shares
|
$6.39 Million
0.0% of portfolio
|
Q1 2025
Added 33.64%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
78,513
shares
|
$6.22 Million
0.0% of portfolio
|
Q3 2024
Added 52.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
75,809
shares
|
$6.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 11.74%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
71,104
shares
|
$5.64 Million
0.68% of portfolio
|
Q1 2025
Added 32.57%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
66,848
shares
|
$5.3 Million
2.5% of portfolio
|
Q1 2025
Added 45.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
61,732
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
58,953
shares
|
$4.67 Million
0.0% of portfolio
|
Q1 2025
Added 11.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
53,279
shares
|
$4.22 Million
0.04% of portfolio
|
Q1 2025
Added 67.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52,550
shares
|
$4.17 Million
0.06% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
48,771
shares
|
$3.87 Million
0.0% of portfolio
|
Q1 2025
Added 243.99%
|