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 78 institutions that hold shares in the stock, with a total of 2.74 Million shares, which have been reported (via 13F filing form) to have a value of $146 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
290,153
shares
|
$15.5 Million
3.46% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
288,733
shares
|
$15.4 Million
3.0% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
273,559
shares
|
$14.6 Million
0.41% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
228,747
shares
|
$12.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
221,824
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
181,919
shares
|
$9.69 Million
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
173,680
shares
|
$9.25 Million
0.0% of portfolio
|
Q4 2024
Added 100.55%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
107,406
shares
|
$5.72 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
87,030
shares
|
$4.64 Million
0.08% of portfolio
|
Q2 2024
Added 4.69%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
75,180
shares
|
$4 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
73,769
shares
|
$3.93 Million
2.11% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
59,203
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
55,521
shares
|
$2.96 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
52,119
shares
|
$2.78 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
52,053
shares
|
$2.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
42,152
shares
|
$2.25 Million
0.05% of portfolio
|
Q4 2024
Added 152.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,641
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
40,241
shares
|
$2.14 Million
0.0% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,336
shares
|
$1.78 Million
0.01% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
27,252
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
22,270
shares
|
$1.19 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,134
shares
|
$1.13 Million
0.01% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
17,062
shares
|
$908,722
0.0% of portfolio
|
Q4 2024
Added 40.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
16,902
shares
|
$900,200
0.0% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,877
shares
|
$898,869
0.0% of portfolio
|
Q3 2024
Reduced 78.81%
|