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 |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
3,447
shares
|
$364,692
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,339
shares
|
$353,266
0.02% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,335
shares
|
$352,843
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
3,084
shares
|
$326,287
0.04% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
3,045
shares
|
$322,161
0.05% of portfolio
|
Q3 2024
Reduced 65.31%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
2,958
shares
|
$312,956
0.12% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
2,869
shares
|
$303,540
0.01% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,741
shares
|
$289,997
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
2,694
shares
|
$285,025
0.07% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
2,575
shares
|
$272,435
0.03% of portfolio
|
Q2 2023
Added 39.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,513
shares
|
$265,875
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,443
shares
|
$258,469
0.0% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,404
shares
|
$254,343
0.01% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,357
shares
|
$249,370
0.0% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
2,339
shares
|
$247,466
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
2,320
shares
|
$245,456
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,316
shares
|
$245,032
0.01% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,313
shares
|
$244,715
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,242
shares
|
$237,203
0.0% of portfolio
|
Q2 2024
Reduced 15.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,218
shares
|
$234,664
0.01% of portfolio
|
Q2 2020
Reduced 1.17%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
2,167
shares
|
$229,268
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,123
shares
|
$224,613
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,116
shares
|
$223,872
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,090
shares
|
$221,122
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
2,071
shares
|
$219,111
0.01% of portfolio
|
Q3 2024
New holding
|