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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
2,044
shares
|
$216,255
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
1,627
shares
|
$172,136
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,405
shares
|
$148,649
0.01% of portfolio
|
Q2 2024
Added 263.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
1,353
shares
|
$143,147
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
1,186
shares
|
$125,478
0.04% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,038
shares
|
$109,820
0.0% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
862
shares
|
$91,199
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
850
shares
|
$89,930
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
652
shares
|
$68,981
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
586
shares
|
$61,998
0.02% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
479
shares
|
$50,678
0.0% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
342
shares
|
$36,183
0.01% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
330
shares
|
$34,914
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
311
shares
|
$32,903
0.01% of portfolio
|
Q1 2023
Added 58.67%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
257
shares
|
$27,190
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
199
shares
|
$21,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
175
shares
|
$18,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
165
shares
|
$17,457
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
157
shares
|
$16,610
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
154
shares
|
$16,293
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
129
shares
|
$13,648
0.0% of portfolio
|
Q2 2024
Added 38.71%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
120
shares
|
$12,696
0.0% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
110
shares
|
$11,638
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
100
shares
|
$10,580
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
97
shares
|
$10,262
0.0% of portfolio
|
Q3 2022
New holding
|