Institutional Ownership First Trust Small Cap Growth A (FYC)
This table provides information about the institutional ownership of First Trust Small Cap Growth A (FYC). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
56,315
shares
|
$5.14 Million
0.0% of portfolio
|
Q3 2025
Added 50.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
52,550
shares
|
$4.8 Million
0.06% of portfolio
|
Q2 2024
Added 0.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
47,741
shares
|
$4.36 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
47,518
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
47,142
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2025
Added 28.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
32,931
shares
|
$3.01 Million
0.0% of portfolio
|
Q3 2025
Added 21.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
29,406
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2025
Added 56.38%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
27,525
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
25,699
shares
|
$2.35 Million
1.14% of portfolio
|
Q3 2025
Reduced 1.87%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
22,298
shares
|
$2.04 Million
1.56% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
20,601
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2025
Reduced 68.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
20,308
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
19,551
shares
|
$1.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
19,473
shares
|
$1.78 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
19,385
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 279.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,099
shares
|
$1.65 Million
0.01% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,858
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
17,599
shares
|
$1.61 Million
0.74% of portfolio
|
Q3 2025
Added 58.35%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
16,384
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
Added 52.98%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
16,344
shares
|
$1.49 Million
0.44% of portfolio
|
Q3 2025
Added 354.0%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
15,753
shares
|
$1.44 Million
0.49% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
13,933
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
13,850
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,671
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2020
Reduced 12.14%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
10,390
shares
|
$948,503
0.03% of portfolio
|
Q3 2025
Added 1.42%
|
|