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 174 institutions that hold shares in the stock, with a total of 6.91 Million shares, which have been reported (via 13F filing form) to have a value of $704 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
803,359
shares
|
$81.8 Million
0.01% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
641,305
shares
|
$65.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
594,657
shares
|
$60.5 Million
0.03% of portfolio
|
Q4 2024
Added 13.86%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
443,861
shares
|
$45.2 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
427,386
shares
|
$43.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
378,492
shares
|
$38.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
275,535
shares
|
$28 Million
0.08% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
248,192
shares
|
$25.3 Million
12.67% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,296
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
206,034
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,436
shares
|
$20.6 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
129,585
shares
|
$13.2 Million
0.0% of portfolio
|
Q4 2024
Added 49.57%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
124,369
shares
|
$12.7 Million
2.86% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
118,031
shares
|
$12 Million
0.04% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
113,053
shares
|
$11.5 Million
8.93% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
97,743
shares
|
$9.95 Million
0.02% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
87,977
shares
|
$8.96 Million
0.01% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,228
shares
|
$8.68 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
82,172
shares
|
$8.37 Million
0.02% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
69,524
shares
|
$7.08 Million
0.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
64,877
shares
|
$6.6 Million
0.04% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,552
shares
|
$6.27 Million
2.99% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
58,680
shares
|
$5.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
58,564
shares
|
$5.96 Million
0.22% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
53,749
shares
|
$5.47 Million
0.02% of portfolio
|
Q4 2024
Added 1108.11%
|