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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,901
shares
|
$356,122
0.0% of portfolio
|
Q3 2025
Added 16.48%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,796
shares
|
$346,536
0.0% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
3,787
shares
|
$345,715
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
3,580
shares
|
$326,818
0.01% of portfolio
|
Q3 2025
Added 19.69%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
3,369
shares
|
$307,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Nov 05, 2025 Q3 2025 |
3,270
shares
|
$298,518
0.06% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,248
shares
|
$296,509
0.02% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
3,079
shares
|
$281,081
0.0% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
3,035
shares
|
$277,065
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
2,855
shares
|
$260,632
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
2,826
shares
|
$257,985
0.08% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
2,771
shares
|
$252,964
0.02% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
2,739
shares
|
$250,043
0.08% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,677
shares
|
$244,383
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
2,583
shares
|
$235,802
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
2,579
shares
|
$235,436
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
2,499
shares
|
$228,133
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
2,497
shares
|
$227,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Warner Group LLC
Madison, CT |
Nov 06, 2025 Q3 2025 |
2,480
shares
|
$226,399
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
2,400
shares
|
$219,096
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,299
shares
|
$209,875
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,244
shares
|
$204,854
0.02% of portfolio
|
Q2 2025
Added 20.65%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
2,220
shares
|
$202,663
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,080
shares
|
$189,883
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,848
shares
|
$168,703
0.01% of portfolio
|
Q2 2025
New holding
|
|