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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,626
shares
|
$1.73 Million
0.31% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
16,992
shares
|
$1.67 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
16,064
shares
|
$1.58 Million
0.05% of portfolio
|
Q1 2025
Reduced 65.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
15,611
shares
|
$1.54 Million
0.01% of portfolio
|
Q1 2025
Added 10.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
15,324
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.77%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,722
shares
|
$1.45 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.62%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jul 10, 2025 Q2 2025 |
14,638
shares
|
$1.44 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,439
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 117.36%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
13,985
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
12,869
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 37.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
12,861
shares
|
$1.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
12,476
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
12,164
shares
|
$1.2 Million
0.04% of portfolio
|
Q4 2024
Added 6.86%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
11,384
shares
|
$1.12 Million
0.51% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
11,316
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
11,087
shares
|
$1.09 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,718
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Potentia Wealth
San Jose, CA |
May 09, 2025 Q1 2025 |
10,335
shares
|
$1.02 Million
0.44% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,568
shares
|
$941,682
0.01% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
8,900
shares
|
$875,938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
8,526
shares
|
$839,128
0.28% of portfolio
|
Q2 2025
Added 32.6%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,026
shares
|
$789,918
0.03% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,834
shares
|
$771,022
0.05% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
7,759
shares
|
$763,640
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
7,389
shares
|
$727,225
0.07% of portfolio
|
Q1 2025
Reduced 0.78%
|