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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
350
shares
|
$30,670
0.0% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
330
shares
|
$28,917
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
311
shares
|
$27,252
0.01% of portfolio
|
Q1 2023
Added 58.67%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
257
shares
|
$22,520
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
202
shares
|
$17,701
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
199
shares
|
$17,438
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
175
shares
|
$15,335
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
165
shares
|
$14,458
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
158
shares
|
$13,845
0.0% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
154
shares
|
$13,495
0.0% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
110
shares
|
$9,639
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
110
shares
|
$9,639
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
102
shares
|
$8,938
0.0% of portfolio
|
Q1 2025
Reduced 70.26%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$8,763
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
97
shares
|
$8,500
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
93
shares
|
$8,149
0.0% of portfolio
|
Q4 2024
Reduced 27.91%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
84
shares
|
$7,360
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
64
shares
|
$5,608
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
62
shares
|
$5,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
23
shares
|
$2,015
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
9
shares
|
$788
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2
shares
|
$175
0.0% of portfolio
|
Q4 2024
Reduced 97.56%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|