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 170 institutions that hold shares in the stock, with a total of 6.3 Million shares, which have been reported (via 13F filing form) to have a value of $663 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
633,942
shares
|
$66.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
623,257
shares
|
$65.6 Million
0.02% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
576,653
shares
|
$60.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
466,804
shares
|
$49.1 Million
0.01% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
408,888
shares
|
$43 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
361,632
shares
|
$38.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.33%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
214,556
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,296
shares
|
$22.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,436
shares
|
$21.3 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
168,836
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2025
Added 182.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
141,628
shares
|
$14.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 43.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
134,543
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
133,400
shares
|
$14 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
94,701
shares
|
$9.97 Million
0.02% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
87,390
shares
|
$9.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 38.54%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,228
shares
|
$8.97 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
70,057
shares
|
$7.37 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
69,615
shares
|
$7.33 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
66,937
shares
|
$7.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 24.52%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
62,227
shares
|
$6.55 Million
1.33% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
61,944
shares
|
$6.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
60,083
shares
|
$6.32 Million
2.7% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
59,758
shares
|
$6.29 Million
0.01% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
52,221
shares
|
$5.5 Million
2.34% of portfolio
|
Q2 2025
Added 358.72%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Aug 05, 2025 Q2 2025 |
47,473
shares
|
$5 Million
2.35% of portfolio
|
Q2 2025
Reduced 32.46%
|