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 76 institutions that hold shares in the stock, with a total of 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $151 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,762
shares
|
$978,330
0.0% of portfolio
|
Q3 2024
Reduced 29.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,877
shares
|
$929,585
0.0% of portfolio
|
Q3 2024
Reduced 78.81%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
16,722
shares
|
$921,047
0.03% of portfolio
|
Q3 2024
Reduced 39.75%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
14,580
shares
|
$803,066
0.05% of portfolio
|
Q3 2024
Reduced 10.24%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,288
shares
|
$786,983
0.01% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
13,761
shares
|
$757,955
0.0% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
13,413
shares
|
$738,788
0.24% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
12,126
shares
|
$667,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
11,703
shares
|
$644,601
0.17% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,700
shares
|
$589,356
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
9,532
shares
|
$525,022
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,074
shares
|
$499,795
0.0% of portfolio
|
Q3 2024
Reduced 31.2%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
9,009
shares
|
$496,215
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
8,141
shares
|
$448,406
0.01% of portfolio
|
Q3 2024
Reduced 87.96%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,720
shares
|
$425,217
0.1% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
7,696
shares
|
$423,895
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
6,634
shares
|
$365,400
0.04% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,810
shares
|
$320,014
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,574
shares
|
$251,935
0.0% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,377
shares
|
$241,085
0.04% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
4,106
shares
|
$226,158
0.0% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
3,924
shares
|
$216,133
0.0% of portfolio
|
Q4 2024
Reduced 14.42%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
3,737
shares
|
$205,833
0.07% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
3,731
shares
|
$205,503
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,731
shares
|
$205,503
0.05% of portfolio
|
Q3 2024
New holding
|