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 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
309
shares
|
$23,314
0.01% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
271
shares
|
$20,446
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
211
shares
|
$15,919
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
196
shares
|
$14,788
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188
shares
|
$14,184
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
135
shares
|
$10,185
0.0% of portfolio
|
Q3 2024
Reduced 50.91%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
92
shares
|
$6,941
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
65
shares
|
$4,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
49
shares
|
$3,697
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
25
shares
|
$1,886
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
12
shares
|
$905
0.0% of portfolio
|
Q1 2022
Reduced 40.0%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
9
shares
|
$679
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|