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 92 institutions that hold shares in the stock, with a total of 3.39 Million shares, which have been reported (via 13F filing form) to have a value of $273 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
34,265
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
22,770
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
22,212
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
20,752
shares
|
$1.67 Million
1.43% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
18,327
shares
|
$1.48 Million
0.18% of portfolio
|
Q3 2024
Reduced 14.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
17,204
shares
|
$1.39 Million
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
16,917
shares
|
$1.36 Million
0.52% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,295
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
13,909
shares
|
$1.12 Million
0.56% of portfolio
|
Q3 2024
Added 89.83%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,671
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2020
Reduced 12.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
10,341
shares
|
$833,174
0.0% of portfolio
|
Q3 2024
Added 41.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
9,103
shares
|
$733,428
0.19% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,469
shares
|
$682,347
0.0% of portfolio
|
Q3 2024
Reduced 76.11%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
8,430
shares
|
$679,205
0.48% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,152
shares
|
$656,806
0.02% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$644,560
0.06% of portfolio
|
Q1 2024
Reduced 1.2%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,655
shares
|
$616,763
0.25% of portfolio
|
Q4 2024
Added 31.24%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
7,497
shares
|
$604,033
0.53% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
7,226
shares
|
$582,198
0.28% of portfolio
|
Q3 2024
Reduced 6.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,200
shares
|
$580,104
0.0% of portfolio
|
Q3 2024
Reduced 19.99%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,040
shares
|
$567,212
0.0% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,581
shares
|
$530,231
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
6,366
shares
|
$512,908
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,928
shares
|
$477,618
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,845
shares
|
$470,931
0.01% of portfolio
|
Q3 2024
Added 17.56%
|