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 133 institutions that hold shares in the stock, with a total of 5.12 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
130
shares
|
$11,867
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jan 23, 2026 Q4 2025 |
122
shares
|
$11,137
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
98
shares
|
$8,946
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
92
shares
|
$8,398
0.0% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
22
shares
|
$2,008
0.0% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
12
shares
|
$1,095
0.0% of portfolio
|
Q1 2022
Reduced 40.0%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
1
shares
|
$91
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|