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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
3,552
shares
|
$267,998
0.02% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,516
shares
|
$265,282
0.04% of portfolio
|
Q2 2023
Reduced 12.45%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,457
shares
|
$260,830
0.02% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
3,453
shares
|
$260,528
0.0% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
3,429
shares
|
$258,718
0.0% of portfolio
|
Q4 2024
Added 169.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
3,406
shares
|
$256,982
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,270
shares
|
$246,721
0.06% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
3,163
shares
|
$238,648
0.01% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
3,099
shares
|
$233,819
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
2,992
shares
|
$225,746
0.08% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
2,907
shares
|
$219,333
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
2,876
shares
|
$216,994
0.01% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2,761
shares
|
$208,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
2,621
shares
|
$197,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
2,566
shares
|
$193,604
0.0% of portfolio
|
Q4 2024
Added 3367.57%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,488
shares
|
$187,719
0.02% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
2,439
shares
|
$184,022
0.06% of portfolio
|
Q4 2024
Reduced 45.06%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
2,079
shares
|
$156,860
0.04% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,280
shares
|
$96,576
0.0% of portfolio
|
Q4 2024
Added 38.53%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,037
shares
|
$78,241
0.02% of portfolio
|
Q2 2022
Added 22.87%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
718
shares
|
$54,173
0.02% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
571
shares
|
$43,081
0.0% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
431
shares
|
$32,518
0.0% of portfolio
|
Q4 2024
Added 306.6%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
405
shares
|
$30,557
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
397
shares
|
$29,953
0.0% of portfolio
|
Q4 2024
New holding
|