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 80 institutions that hold shares in the stock, with a total of 2.76 Million shares, which have been reported (via 13F filing form) to have a value of $140 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
15,213
shares
|
$771,603
0.06% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,627
shares
|
$741,881
0.01% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,824
shares
|
$701,153
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
13,413
shares
|
$680,307
0.24% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
13,256
shares
|
$672,344
0.0% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
11,875
shares
|
$602,300
0.0% of portfolio
|
Q4 2024
Reduced 83.16%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
11,703
shares
|
$593,576
0.17% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
10,031
shares
|
$508,772
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,537
shares
|
$483,716
0.0% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,532
shares
|
$483,463
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
9,021
shares
|
$457,545
0.0% of portfolio
|
Q4 2024
Reduced 51.1%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
9,009
shares
|
$456,936
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
8,240
shares
|
$417,932
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,800
shares
|
$395,616
0.0% of portfolio
|
Q4 2024
Reduced 27.1%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,738
shares
|
$392,471
0.01% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,720
shares
|
$391,558
0.1% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,577
shares
|
$384,305
0.0% of portfolio
|
Q4 2024
Reduced 1.55%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
6,699
shares
|
$339,773
0.03% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,810
shares
|
$294,683
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
5,640
shares
|
$286,060
0.0% of portfolio
|
Q4 2024
Reduced 86.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,979
shares
|
$252,534
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,574
shares
|
$231,993
0.0% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
4,507
shares
|
$228,595
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$222,001
0.04% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,106
shares
|
$208,256
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|