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 112 institutions that hold shares in the stock, with a total of 4.56 Million shares, which have been reported (via 13F filing form) to have a value of $403 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
3,523
shares
|
$311,397
0.02% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,349
shares
|
$296,018
0.0% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
3,286
shares
|
$290,449
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Aug 04, 2025 Q2 2025 |
3,270
shares
|
$289,035
0.06% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,248
shares
|
$287,090
0.02% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
3,046
shares
|
$269,235
0.03% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
2,991
shares
|
$264,374
0.01% of portfolio
|
Q2 2025
Reduced 85.92%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,826
shares
|
$249,790
0.07% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,737
shares
|
$241,923
0.07% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,645
shares
|
$233,791
0.01% of portfolio
|
Q2 2025
Reduced 12.21%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
2,583
shares
|
$228,311
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
2,532
shares
|
$223,803
0.0% of portfolio
|
Q2 2025
Reduced 33.79%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
2,532
shares
|
$223,803
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,244
shares
|
$198,347
0.02% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,848
shares
|
$163,344
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
1,790
shares
|
$158,218
0.02% of portfolio
|
Q2 2025
Reduced 66.59%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
1,084
shares
|
$95,814
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,037
shares
|
$91,660
0.02% of portfolio
|
Q2 2022
Added 22.87%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
924
shares
|
$81,672
0.0% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
818
shares
|
$72,303
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
598
shares
|
$52,857
0.02% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
590
shares
|
$52,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
481
shares
|
$42,515
0.0% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
467
shares
|
$41,278
0.0% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
271
shares
|
$23,953
0.0% of portfolio
|
Q4 2023
New holding
|