Institutional Ownership First Trust Small Cap (FYT)
This table provides information about the institutional ownership of First Trust Small Cap (FYT). We have compiled data on the 75 institutions that hold shares in the stock, with a total of 3.08 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
312,555
shares
|
$15.9 Million
0.0% of portfolio
|
Q1 2024
Added 21.16%
|
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
275,221
shares
|
$14 Million
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
273,559
shares
|
$13.9 Million
0.41% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
260,827
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2024
Added 5.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
260,115
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
May 13, 2024 Q1 2024 |
259,289
shares
|
$13.2 Million
3.78% of portfolio
|
Q1 2024
Added 0.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
155,474
shares
|
$7.9 Million
0.0% of portfolio
|
Q1 2024
Added 3.22%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
127,623
shares
|
$6.49 Million
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
96,313
shares
|
$4.9 Million
0.04% of portfolio
|
Q1 2024
Added 4.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
87,882
shares
|
$4.47 Million
0.0% of portfolio
|
Q1 2024
Added 255.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
83,133
shares
|
$4.23 Million
0.08% of portfolio
|
Q1 2024
Added 10.64%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
73,983
shares
|
$3.76 Million
0.11% of portfolio
|
Q1 2024
Added 9.57%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
73,225
shares
|
$3.72 Million
0.01% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
66,167
shares
|
$3.36 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
57,370
shares
|
$2.92 Million
0.13% of portfolio
|
Q4 2023
Reduced 2.24%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
54,843
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2024
Reduced 33.74%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
52,875
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
48,727
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2024
Added 39.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
42,399
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 26.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
40,992
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2024
Added 764.45%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
39,152
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2024
Added 5.04%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
29,961
shares
|
$1.52 Million
0.01% of portfolio
|
Q1 2024
Added 3.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
29,784
shares
|
$1.51 Million
0.02% of portfolio
|
Q1 2024
Reduced 4.49%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
28,890
shares
|
$1.47 Million
0.0% of portfolio
|
Q1 2024
Reduced 8.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
26,574
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|