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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
2,404
shares
|
$236,601
0.0% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
2,402
shares
|
$236,404
0.05% of portfolio
|
Q1 2025
Reduced 48.7%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
2,380
shares
|
$234,239
0.16% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,357
shares
|
$231,975
0.0% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
2,346
shares
|
$230,893
0.01% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
2,339
shares
|
$230,204
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
2,337
shares
|
$230,007
0.02% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
2,327
shares
|
$229,023
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
2,287
shares
|
$225,086
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
2,269
shares
|
$223,314
0.01% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
2,242
shares
|
$220,657
0.0% of portfolio
|
Q2 2024
Reduced 15.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,218
shares
|
$218,295
0.01% of portfolio
|
Q2 2020
Reduced 1.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,618
shares
|
$159,243
0.0% of portfolio
|
Q2 2025
Reduced 42.21%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,590
shares
|
$156,487
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,456
shares
|
$143,299
0.03% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,353
shares
|
$133,162
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,213
shares
|
$119,383
0.02% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
1,075
shares
|
$105,801
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
924
shares
|
$90,940
0.0% of portfolio
|
Q1 2025
Reduced 28.59%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
862
shares
|
$84,838
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
850
shares
|
$83,657
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
652
shares
|
$64,169
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
618
shares
|
$60,823
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
586
shares
|
$57,674
0.04% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
574
shares
|
$56,493
0.04% of portfolio
|
Q4 2024
New holding
|