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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
8,163
shares
|
$658,754
0.25% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
7,895
shares
|
$637,126
0.0% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
7,878
shares
|
$635,754
0.36% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
7,854
shares
|
$633,817
0.53% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,807
shares
|
$630,024
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,624
shares
|
$615,256
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
7,494
shares
|
$604,765
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
7,352
shares
|
$593,306
0.51% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
7,176
shares
|
$579,103
0.22% of portfolio
|
Q1 2025
Reduced 48.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
7,167
shares
|
$578,376
0.0% of portfolio
|
Q1 2025
Added 14.34%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
6,355
shares
|
$512,848
0.14% of portfolio
|
Q2 2025
Added 7.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
6,191
shares
|
$499,613
0.01% of portfolio
|
Q1 2025
Added 141.27%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
5,981
shares
|
$482,666
0.01% of portfolio
|
Q1 2025
Added 5.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
5,562
shares
|
$448,853
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
5,562
shares
|
$448,853
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,389
shares
|
$434,892
0.0% of portfolio
|
Q1 2025
Added 38.75%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
5,357
shares
|
$432,309
0.05% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
5,179
shares
|
$417,945
0.0% of portfolio
|
Q2 2025
Added 29.64%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
5,098
shares
|
$411,408
0.0% of portfolio
|
Q1 2025
Reduced 89.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
5,046
shares
|
$407,212
0.0% of portfolio
|
Q1 2025
Reduced 81.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,700
shares
|
$379,290
0.01% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,385
shares
|
$353,869
0.0% of portfolio
|
Q1 2025
Reduced 0.68%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
3,968
shares
|
$320,217
0.02% of portfolio
|
Q1 2025
Added 11.71%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,917
shares
|
$316,101
0.01% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,824
shares
|
$308,596
0.0% of portfolio
|
Q1 2025
Reduced 34.03%
|