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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
4,193
shares
|
$412,675
0.02% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,071
shares
|
$400,667
0.02% of portfolio
|
Q1 2025
Added 49.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
3,883
shares
|
$382,164
0.0% of portfolio
|
Q1 2025
Reduced 18.24%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
3,646
shares
|
$358,839
0.04% of portfolio
|
Q1 2025
Reduced 75.16%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,540
shares
|
$348,406
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
3,528
shares
|
$347,225
0.17% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
3,518
shares
|
$346,241
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,517
shares
|
$346,143
0.01% of portfolio
|
Q1 2025
Added 48.58%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
3,461
shares
|
$340,631
0.11% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,380
shares
|
$332,659
0.01% of portfolio
|
Q1 2025
Added 12.37%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
3,350
shares
|
$329,707
0.03% of portfolio
|
Q1 2025
Reduced 25.98%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
3,042
shares
|
$299,393
0.1% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,973
shares
|
$292,602
0.03% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
2,959
shares
|
$291,224
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,949
shares
|
$290,240
0.08% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
2,946
shares
|
$289,945
0.0% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,882
shares
|
$283,646
0.01% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
2,879
shares
|
$283,351
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,874
shares
|
$282,859
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,852
shares
|
$280,693
0.0% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,650
shares
|
$260,813
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,568
shares
|
$252,742
0.01% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,514
shares
|
$247,427
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,487
shares
|
$244,770
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
2,464
shares
|
$242,506
0.05% of portfolio
|
Q1 2025
Reduced 8.4%
|