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 112 institutions that hold shares in the stock, with a total of 4.79 Million shares, which have been reported (via 13F filing form) to have a value of $362 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
9,536
shares
|
$719,491
0.19% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
8,444
shares
|
$637,099
0.56% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
8,417
shares
|
$635,062
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,152
shares
|
$615,068
0.02% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
7,655
shares
|
$577,569
0.25% of portfolio
|
Q4 2024
Added 31.24%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
7,645
shares
|
$576,815
0.06% of portfolio
|
Q4 2024
Added 20.09%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
7,497
shares
|
$565,648
0.53% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,432
shares
|
$560,744
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,040
shares
|
$531,168
0.0% of portfolio
|
Q4 2024
Added 35.0%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
6,432
shares
|
$485,294
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
6,268
shares
|
$472,920
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
5,797
shares
|
$437,383
0.0% of portfolio
|
Q4 2024
Added 27.41%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
5,651
shares
|
$426,367
0.01% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
5,500
shares
|
$414,975
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
5,409
shares
|
$408,109
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,700
shares
|
$354,615
0.01% of portfolio
|
Q4 2023
Reduced 22.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,415
shares
|
$333,111
0.0% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
4,017
shares
|
$303,082
0.02% of portfolio
|
Q2 2024
Added 31.83%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,917
shares
|
$295,537
0.01% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
3,907
shares
|
$294,783
0.12% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,884
shares
|
$293,047
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,774
shares
|
$284,748
0.01% of portfolio
|
Q4 2024
Added 5.27%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
3,737
shares
|
$281,956
0.04% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,709
shares
|
$279,844
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
3,607
shares
|
$272,148
0.0% of portfolio
|
Q4 2024
Added 1.81%
|