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 95 institutions that hold shares in the stock, with a total of 3.44 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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,274
shares
|
$100,951
0.0% of portfolio
|
Q3 2024
Added 19.62%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,037
shares
|
$82,171
0.02% of portfolio
|
Q2 2022
Added 22.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
924
shares
|
$73,217
0.0% of portfolio
|
Q2 2024
Reduced 13.16%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
717
shares
|
$56,815
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
571
shares
|
$45,246
0.0% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
309
shares
|
$24,485
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
271
shares
|
$21,474
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
211
shares
|
$16,719
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
196
shares
|
$15,531
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188
shares
|
$14,897
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
135
shares
|
$10,697
0.0% of portfolio
|
Q3 2024
Reduced 50.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
106
shares
|
$8,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
95
shares
|
$7,527
0.0% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
74
shares
|
$5,863
0.0% of portfolio
|
Q3 2024
Reduced 99.45%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
49
shares
|
$3,882
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
31
shares
|
$2,456
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
25
shares
|
$1,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12
shares
|
$950
0.0% of portfolio
|
Q1 2022
Reduced 40.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9
shares
|
$713
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|