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 77 institutions that hold shares in the stock, with a total of 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,731
shares
|
$203,936
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,691
shares
|
$201,750
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,657
shares
|
$199,891
0.04% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,831
shares
|
$154,742
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,714
shares
|
$148,347
0.0% of portfolio
|
Q4 2024
Added 69.84%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,827
shares
|
$99,863
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,820
shares
|
$99,481
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,688
shares
|
$92,266
0.0% of portfolio
|
Q4 2024
Added 458.94%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,463
shares
|
$79,967
0.01% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,411
shares
|
$77,125
0.0% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$54,660
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
970
shares
|
$53,020
0.0% of portfolio
|
Q4 2024
Reduced 49.64%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
605
shares
|
$33,069
0.01% of portfolio
|
Q3 2022
Added 86.15%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
405
shares
|
$22,137
0.0% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
322
shares
|
$17,600
0.0% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
250
shares
|
$13,665
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
228
shares
|
$12,462
0.0% of portfolio
|
Q1 2023
Reduced 41.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
195
shares
|
$10,658
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
175
shares
|
$9,565
0.0% of portfolio
|
Q1 2023
Reduced 33.71%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
143
shares
|
$7,816
0.0% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
116
shares
|
$6,340
0.0% of portfolio
|
Q4 2024
Added 78.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$5,466
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
95
shares
|
$5,192
0.0% of portfolio
|
Q1 2023
Reduced 13.64%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
77
shares
|
$4,208
0.0% of portfolio
|
Q1 2023
Reduced 94.66%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
47
shares
|
$2,569
0.0% of portfolio
|
Q4 2023
New holding
|