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 $359 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
38,387
shares
|
$3.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
37,546
shares
|
$3.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.49%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
35,453
shares
|
$2.86 Million
1.52% of portfolio
|
Q1 2025
Reduced 46.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
34,508
shares
|
$2.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 59.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
33,167
shares
|
$2.68 Million
0.01% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
26,188
shares
|
$2.11 Million
1.05% of portfolio
|
Q2 2025
Reduced 10.38%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,449
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 49.42%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
21,243
shares
|
$1.71 Million
0.06% of portfolio
|
Q1 2025
Added 286.24%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
20,817
shares
|
$1.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.16%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
20,658
shares
|
$1.67 Million
1.26% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
20,277
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
20,267
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Added 417.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
18,804
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 61.41%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
17,168
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
16,855
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
16,503
shares
|
$1.33 Million
0.47% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
14,496
shares
|
$1.17 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
14,131
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Reduced 61.66%
|
|
|
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%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
10,000
shares
|
$807,000
0.33% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
9,416
shares
|
$759,871
0.15% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
9,025
shares
|
$728,317
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
8,417
shares
|
$679,251
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
8,410
shares
|
$678,687
0.06% of portfolio
|
Q1 2025
Added 10.01%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
8,377
shares
|
$676,023
0.02% of portfolio
|
Q1 2025
Reduced 33.78%
|