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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,805
shares
|
$307,063
0.0% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,774
shares
|
$304,561
0.0% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
3,728
shares
|
$300,849
0.13% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
3,725
shares
|
$300,607
0.0% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Custom Index Systems, LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,656
shares
|
$295,039
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
3,369
shares
|
$271,878
0.03% of portfolio
|
Q1 2025
Reduced 9.85%
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
3,270
shares
|
$263,889
0.05% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
3,248
shares
|
$262,113
0.02% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,133
shares
|
$252,833
0.0% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,117
shares
|
$251,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,034
shares
|
$244,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,013
shares
|
$243,149
0.01% of portfolio
|
Q1 2025
Reduced 4.74%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
2,967
shares
|
$239,436
0.01% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
2,826
shares
|
$228,058
0.07% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
2,737
shares
|
$220,875
0.07% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,079
shares
|
$167,775
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,860
shares
|
$150,102
0.01% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,848
shares
|
$149,133
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
1,084
shares
|
$87,478
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,037
shares
|
$83,685
0.02% of portfolio
|
Q2 2022
Added 22.87%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
954
shares
|
$76,987
0.0% of portfolio
|
Q1 2025
Reduced 25.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
873
shares
|
$70,451
0.0% of portfolio
|
Q1 2025
Added 102.55%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
719
shares
|
$58,023
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
590
shares
|
$47,613
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
571
shares
|
$46,079
0.0% of portfolio
|
Q4 2024
Reduced 13.62%
|