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 173 institutions that hold shares in the stock, with a total of 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $590 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
4,400
shares
|
$385,572
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
4,388
shares
|
$384,520
0.18% of portfolio
|
Q4 2024
Added 7.29%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,374
shares
|
$383,293
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
4,337
shares
|
$380,051
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
4,206
shares
|
$368,571
0.17% of portfolio
|
Q4 2024
Added 17.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,034
shares
|
$353,499
0.0% of portfolio
|
Q4 2024
Reduced 47.11%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
3,766
shares
|
$330,014
0.0% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
3,753
shares
|
$328,875
0.0% of portfolio
|
Q4 2024
Reduced 16.06%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
3,540
shares
|
$310,210
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
3,528
shares
|
$309,158
0.17% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,476
shares
|
$304,601
0.0% of portfolio
|
Q4 2024
Reduced 15.75%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
3,461
shares
|
$303,287
0.13% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,008
shares
|
$263,591
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,973
shares
|
$260,523
0.03% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
2,959
shares
|
$259,297
0.12% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,949
shares
|
$258,420
0.08% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
2,882
shares
|
$252,549
0.01% of portfolio
|
Q4 2024
Reduced 13.58%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
2,874
shares
|
$251,848
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
2,869
shares
|
$251,410
0.01% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,800
shares
|
$245,364
0.01% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,717
shares
|
$238,090
0.01% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
2,690
shares
|
$235,724
0.07% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,622
shares
|
$229,765
0.01% of portfolio
|
Q4 2024
Added 23.91%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,514
shares
|
$220,301
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,487
shares
|
$217,935
0.0% of portfolio
|
Q4 2024
New holding
|