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 $678 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
56,209
shares
|
$5.53 Million
0.02% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
53,674
shares
|
$5.28 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.35%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
48,871
shares
|
$4.81 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
48,184
shares
|
$4.74 Million
0.0% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
45,399
shares
|
$4.47 Million
0.03% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
44,764
shares
|
$4.41 Million
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
42,995
shares
|
$4.23 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,620
shares
|
$4.19 Million
0.95% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
37,725
shares
|
$3.71 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Apr 15, 2025 Q1 2025 |
37,605
shares
|
$3.7 Million
1.92% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
33,994
shares
|
$3.35 Million
1.26% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
32,560
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Added 707.14%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
31,781
shares
|
$3.13 Million
0.24% of portfolio
|
Q1 2025
Added 3.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
31,693
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
30,439
shares
|
$3 Million
0.26% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
29,069
shares
|
$2.86 Million
0.38% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
27,044
shares
|
$2.66 Million
0.09% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
27,038
shares
|
$2.66 Million
0.17% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
24,893
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
22,383
shares
|
$2.2 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
20,641
shares
|
$2.03 Million
0.0% of portfolio
|
Q1 2025
Added 366.57%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,291
shares
|
$2 Million
0.01% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,729
shares
|
$1.84 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
18,458
shares
|
$1.82 Million
0.25% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,199
shares
|
$1.79 Million
0.19% of portfolio
|
Q1 2025
Reduced 21.42%
|