Institutional Ownership First Trust Small Cap (FYT)
This table provides information about the institutional ownership of First Trust Small Cap (FYT). We have compiled data on the 72 institutions that hold shares in the stock, with a total of 2.83 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
290,798
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.96%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
289,519
shares
|
$15.8 Million
1.55% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
273,559
shares
|
$14.9 Million
0.41% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
265,655
shares
|
$14.5 Million
0.01% of portfolio
|
Q2 2024
Added 1.85%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
251,562
shares
|
$13.7 Million
3.22% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
183,889
shares
|
$10 Million
0.0% of portfolio
|
Q2 2024
Reduced 29.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
169,142
shares
|
$9.23 Million
0.0% of portfolio
|
Q2 2024
Added 8.79%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
133,414
shares
|
$7.28 Million
0.46% of portfolio
|
Q2 2024
Added 4.54%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
87,030
shares
|
$4.75 Million
0.08% of portfolio
|
Q2 2024
Added 4.69%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
78,702
shares
|
$4.29 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.7%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 14, 2024 Q2 2024 |
75,325
shares
|
$4.11 Million
0.1% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
67,634
shares
|
$3.69 Million
0.12% of portfolio
|
Q2 2024
Added 7.05%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
63,408
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
54,557
shares
|
$2.98 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
53,405
shares
|
$2.91 Million
0.0% of portfolio
|
Q2 2024
Added 9.6%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
51,285
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,641
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
38,851
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2024
Added 46.2%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
37,280
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,818
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2024
Added 2.86%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
27,755
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Added 59.46%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
26,584
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
25,353
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,877
shares
|
$920,640
0.0% of portfolio
|
Q3 2024
Reduced 78.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
16,821
shares
|
$917,585
0.01% of portfolio
|
Q2 2024
Reduced 43.52%
|