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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,164
shares
|
$606,660
0.0% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,086
shares
|
$598,984
0.04% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,010
shares
|
$591,504
0.01% of portfolio
|
Q4 2024
Reduced 8.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,914
shares
|
$582,055
0.0% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,889
shares
|
$579,595
0.0% of portfolio
|
Q1 2025
Added 6.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
5,666
shares
|
$557,647
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
5,621
shares
|
$553,218
0.1% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,593
shares
|
$550,463
0.07% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
5,500
shares
|
$541,310
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
5,380
shares
|
$529,499
0.0% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
5,258
shares
|
$517,492
0.13% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,058
shares
|
$497,808
0.01% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
4,984
shares
|
$490,525
0.0% of portfolio
|
Q1 2025
Added 32.8%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,919
shares
|
$484,127
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
4,814
shares
|
$473,793
0.2% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,793
shares
|
$471,727
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
4,753
shares
|
$467,790
0.04% of portfolio
|
Q1 2025
Reduced 29.86%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,620
shares
|
$454,700
0.23% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,601
shares
|
$452,830
0.03% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
4,579
shares
|
$450,665
0.17% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
4,400
shares
|
$433,048
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
4,388
shares
|
$431,866
0.18% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,374
shares
|
$430,489
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,349
shares
|
$428,028
0.01% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
4,337
shares
|
$426,847
0.24% of portfolio
|
Q4 2024
New holding
|