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 160 institutions that hold shares in the stock, with a total of 6.15 Million shares, which have been reported (via 13F filing form) to have a value of $650 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
13,990
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
13,792
shares
|
$1.46 Million
0.2% of portfolio
|
Q3 2024
Added 24.67%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,926
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Added 50.41%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,029
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
11,800
shares
|
$1.25 Million
0.15% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
11,544
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,383
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,718
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
10,561
shares
|
$1.12 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,805
shares
|
$931,569
0.0% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
8,300
shares
|
$878,140
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
8,257
shares
|
$873,590
0.13% of portfolio
|
Q3 2024
Reduced 11.79%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,201
shares
|
$867,665
0.0% of portfolio
|
Q3 2024
Added 246.77%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
8,063
shares
|
$853,065
0.03% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,834
shares
|
$828,837
0.05% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
7,759
shares
|
$820,902
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
7,663
shares
|
$810,745
0.1% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,627
shares
|
$806,936
0.0% of portfolio
|
Q3 2024
Reduced 44.91%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,456
shares
|
$788,844
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
6,743
shares
|
$713,409
0.06% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,599
shares
|
$698,174
0.02% of portfolio
|
Q3 2024
Added 2.95%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,472
shares
|
$684,737
0.05% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
6,034
shares
|
$638,397
0.18% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
5,621
shares
|
$594,701
0.13% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
5,500
shares
|
$581,900
0.01% of portfolio
|
Q1 2022
New holding
|