Institutional Ownership First Tr Small Cap Core Alphad (FYX)
This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 6.89 Million shares, which have been reported (via 13F filing form) to have a value of $629 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
768,091
shares
|
$70.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
629,926
shares
|
$57.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
602,895
shares
|
$55 Million
0.02% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
444,766
shares
|
$40.6 Million
0.0% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
442,791
shares
|
$40.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
377,317
shares
|
$34.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
250,935
shares
|
$22.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 8.93%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,296
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
202,950
shares
|
$18.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,436
shares
|
$18.5 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
142,201
shares
|
$13 Million
0.04% of portfolio
|
Q1 2025
Added 20.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
139,804
shares
|
$12.8 Million
0.03% of portfolio
|
Q1 2025
Added 43.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
134,543
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
126,576
shares
|
$11.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
May 21, 2025 Q1 2025 |
113,690
shares
|
$10.4 Million
7.96% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
88,682
shares
|
$8.09 Million
0.01% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,228
shares
|
$7.78 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
84,233
shares
|
$7.69 Million
0.02% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Apr 25, 2025 Q1 2025 |
70,292
shares
|
$6.42 Million
3.55% of portfolio
|
Q1 2025
Reduced 71.68%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
70,237
shares
|
$6.41 Million
0.22% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
63,327
shares
|
$5.78 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
59,835
shares
|
$5.46 Million
1.31% of portfolio
|
Q1 2025
Reduced 51.89%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
59,665
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2025
Added 280.59%
|
|
|
Genesee Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
58,628
shares
|
$5.35 Million
2.72% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
56,305
shares
|
$5.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|