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 |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,151
shares
|
$926,684
0.01% of portfolio
|
Q3 2025
Added 37.62%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
10,145
shares
|
$926,137
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
10,143
shares
|
$925,954
0.38% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
9,850
shares
|
$899,206
0.0% of portfolio
|
Q3 2025
Added 90.19%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
9,645
shares
|
$880,492
0.41% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
9,275
shares
|
$846,714
0.29% of portfolio
|
Q3 2025
Added 13.62%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
8,732
shares
|
$797,144
0.04% of portfolio
|
Q3 2025
Added 7.39%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
8,627
shares
|
$787,558
0.11% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
Ferguson Shapiro LLC
|
Nov 10, 2025 Q3 2025 |
8,606
shares
|
$785,641
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Oct 30, 2025 Q3 2025 |
8,176
shares
|
$746,387
0.4% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
7,980
shares
|
$728,494
0.0% of portfolio
|
Q3 2025
Reduced 6.35%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
7,753
shares
|
$707,771
0.55% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
7,624
shares
|
$695,994
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
7,445
shares
|
$679,654
0.54% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
7,056
shares
|
$644,142
0.17% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
6,201
shares
|
$566,089
0.13% of portfolio
|
Q3 2025
Reduced 2.42%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
5,794
shares
|
$528,934
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
5,142
shares
|
$469,413
0.01% of portfolio
|
Q3 2025
Reduced 9.18%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
4,345
shares
|
$396,655
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,274
shares
|
$390,173
0.0% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,259
shares
|
$388,804
0.0% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
4,214
shares
|
$384,696
0.01% of portfolio
|
Q2 2025
Added 10.75%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
4,179
shares
|
$381,500
0.0% of portfolio
|
Q3 2025
Added 65.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,008
shares
|
$365,890
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,917
shares
|
$357,582
0.02% of portfolio
|
Q1 2025
Reduced 2.49%
|
|