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 2.33 Million shares, which have been reported (via 13F filing form) to have a value of $121 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$227,647
0.04% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
4,032
shares
|
$209,704
0.0% of portfolio
|
Q1 2025
Reduced 72.62%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
3,455
shares
|
$179,694
0.06% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
3,100
shares
|
$161,231
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
2,831
shares
|
$147,240
0.04% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,968
shares
|
$102,355
0.0% of portfolio
|
Q1 2025
Added 39.48%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,820
shares
|
$94,658
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,606
shares
|
$83,528
0.0% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,463
shares
|
$76,090
0.0% of portfolio
|
Q1 2025
Reduced 97.99%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,275
shares
|
$66,312
0.01% of portfolio
|
Q1 2025
Reduced 30.21%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$52,010
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
970
shares
|
$50,449
0.0% of portfolio
|
Q4 2024
Reduced 49.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
674
shares
|
$35,054
0.0% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
605
shares
|
$31,466
0.01% of portfolio
|
Q3 2022
Added 86.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
250
shares
|
$13,002
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
228
shares
|
$11,858
0.0% of portfolio
|
Q1 2023
Reduced 41.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
195
shares
|
$10,141
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
175
shares
|
$9,101
0.0% of portfolio
|
Q1 2023
Reduced 33.71%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
143
shares
|
$7,437
0.0% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
116
shares
|
$6,033
0.0% of portfolio
|
Q4 2024
Added 78.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$5,201
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
95
shares
|
$4,940
0.0% of portfolio
|
Q1 2023
Reduced 13.64%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
77
shares
|
$4,004
0.0% of portfolio
|
Q1 2023
Reduced 94.66%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
50
shares
|
$2,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
47
shares
|
$2,444
0.0% of portfolio
|
Q4 2023
New holding
|