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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,444
shares
|
$575,975
0.01% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,336
shares
|
$564,548
0.07% of portfolio
|
Q3 2024
Added 1075.33%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
5,165
shares
|
$546,457
0.0% of portfolio
|
Q3 2024
Added 14.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,155
shares
|
$545,399
0.0% of portfolio
|
Q3 2024
Reduced 93.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
5,040
shares
|
$533,232
0.0% of portfolio
|
Q3 2024
Reduced 74.05%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
5,019
shares
|
$531,010
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4,812
shares
|
$509,109
0.21% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,729
shares
|
$500,328
0.03% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,620
shares
|
$488,796
0.23% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
4,599
shares
|
$486,574
0.21% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
4,534
shares
|
$479,697
0.22% of portfolio
|
Q3 2024
Reduced 13.49%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
4,471
shares
|
$473,031
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
4,449
shares
|
$470,704
0.0% of portfolio
|
Q3 2024
Reduced 22.04%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
4,424
shares
|
$468,059
0.0% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,418
shares
|
$467,424
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
4,400
shares
|
$465,520
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,374
shares
|
$462,769
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,126
shares
|
$436,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
4,112
shares
|
$435,049
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
4,090
shares
|
$432,722
0.2% of portfolio
|
Q3 2024
Added 22.82%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
3,945
shares
|
$417,381
0.28% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
3,689
shares
|
$390,296
0.01% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
3,645
shares
|
$385,641
0.19% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
3,586
shares
|
$379,398
0.15% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,540
shares
|
$374,532
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|