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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,700
shares
|
$378,678
0.01% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,550
shares
|
$366,593
0.0% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
4,365
shares
|
$351,688
0.0% of portfolio
|
Q3 2024
Added 58.67%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,017
shares
|
$323,649
0.02% of portfolio
|
Q2 2024
Added 31.83%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,016
shares
|
$323,569
0.05% of portfolio
|
Q1 2023
Reduced 23.97%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
3,655
shares
|
$294,483
0.04% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
3,601
shares
|
$290,132
0.02% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,585
shares
|
$288,843
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,582
shares
|
$288,601
0.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,543
shares
|
$285,459
0.0% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
3,482
shares
|
$280,544
0.1% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,457
shares
|
$278,530
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
3,145
shares
|
$253,392
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,072
shares
|
$247,511
0.0% of portfolio
|
Q3 2024
Added 378.5%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
2,981
shares
|
$240,179
0.08% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
2,817
shares
|
$226,965
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,693
shares
|
$216,975
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,439
shares
|
$196,510
0.06% of portfolio
|
Q4 2024
Reduced 45.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,075
shares
|
$167,182
0.04% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,062
shares
|
$166,135
0.02% of portfolio
|
Q3 2024
Added 213.85%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,274
shares
|
$102,646
0.0% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,037
shares
|
$83,551
0.02% of portfolio
|
Q2 2022
Added 22.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
924
shares
|
$74,446
0.0% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
717
shares
|
$57,768
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
661
shares
|
$53,256
0.0% of portfolio
|
Q3 2024
Reduced 10.07%
|