Institutional Ownership First Tr Small Cap Core Alphad (FYX)
This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX). We have compiled data on the 173 institutions that hold shares in the stock, with a total of 6.02 Million shares, which have been reported (via 13F filing form) to have a value of $648 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
15,528
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
14,889
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2025
Added 10.61%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
14,725
shares
|
$1.58 Million
1.1% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,722
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2022
Reduced 1.62%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
14,267
shares
|
$1.54 Million
0.02% of portfolio
|
Q3 2025
Added 48.6%
|
|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Jan 15, 2026 Q4 2025 |
14,079
shares
|
$1.52 Million
0.15% of portfolio
|
Q4 2025
Reduced 3.35%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
12,414
shares
|
$1.34 Million
0.42% of portfolio
|
Q2 2025
Reduced 31.32%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
11,827
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 12, 2026 Q4 2025 |
11,568
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2025
Reduced 7.18%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
11,011
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2025
Added 0.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,718
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Added 1.0%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
8,872
shares
|
$954,804
0.08% of portfolio
|
Q3 2025
Reduced 25.22%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
7,947
shares
|
$855,256
0.14% of portfolio
|
Q4 2025
Added 15.01%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
7,834
shares
|
$843,095
0.05% of portfolio
|
Q3 2023
Reduced 1.53%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,634
shares
|
$821,571
0.03% of portfolio
|
Q3 2025
Reduced 66.34%
|
|
|
Potentia Wealth
San Jose, CA |
Nov 12, 2025 Q3 2025 |
7,565
shares
|
$814,145
0.31% of portfolio
|
Q3 2025
Reduced 9.34%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
7,347
shares
|
$790,684
0.09% of portfolio
|
Q3 2025
Added 19.78%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
7,309
shares
|
$786,594
0.33% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
7,148
shares
|
$769,267
0.03% of portfolio
|
Q4 2025
Reduced 11.77%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
7,133
shares
|
$767,653
0.05% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
6,323
shares
|
$680,481
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
6,143
shares
|
$661,109
0.0% of portfolio
|
Q3 2025
Reduced 62.89%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
5,953
shares
|
$640,661
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
5,869
shares
|
$631,621
0.0% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
5,825
shares
|
$626,886
0.0% of portfolio
|
Q3 2025
Added 3.17%
|
|