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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
500
shares
|
$40,350
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
467
shares
|
$37,686
0.0% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
271
shares
|
$21,869
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
250
shares
|
$20,175
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
211
shares
|
$17,027
0.0% of portfolio
|
Q2 2018
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
188
shares
|
$15,171
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
135
shares
|
$10,894
0.0% of portfolio
|
Q3 2024
Reduced 50.91%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
98
shares
|
$7,908
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
92
shares
|
$7,424
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
92
shares
|
$7,424
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
65
shares
|
$5,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
49
shares
|
$3,954
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
22
shares
|
$1,775
0.0% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
12
shares
|
$968
0.0% of portfolio
|
Q1 2022
Reduced 40.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
9
shares
|
$726
0.0% of portfolio
|
Q4 2024
Reduced 91.67%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|