Purchases and Sales Made in Q2 2025 in First Trust Small Cap Growth A (FYC)
This table provides information about the institutional ownership of First Trust Small Cap Growth A (FYC) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST SMALL CAP GROWTH A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 73.17% |
$3.66K - $4.77K
|
22
$2.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-90- 15.76% |
$5.49K - $7.16K
|
481
$43.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-98- 50.0% |
$5.98K - $7.8K
|
98
$8.95K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-100- 1.39% |
$6.1K - $7.96K
|
7.08K
$646K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-121- 16.83% |
$7.38K - $9.63K
|
598
$54.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-195- 3.26% |
$11.9K - $15.5K
|
5.79K
$528K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-266- 8.86% |
$16.2K - $21.2K
|
2.74K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-290- 0.22% |
$17.7K - $23.1K
|
129K
$11.8M
|
|
|
Aug 07, 2025
Q2 2025
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-323- 9.59% |
$19.7K - $25.7K
|
3.05K
$278K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-368- 12.21% |
$22.5K - $29.3K
|
2.65K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-395- 9.01% |
$24.1K - $31.4K
|
3.99K
$364K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-425- 11.26% |
$25.9K - $33.8K
|
3.35K
$306K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-434- 2.99% |
$26.5K - $34.5K
|
14.1K
$1.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-445- 11.21% |
$27.1K - $35.4K
|
3.52K
$322K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-645- 3.18% |
$39.4K - $51.3K
|
19.6K
$1.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-672- 3.91% |
$41K - $53.5K
|
16.5K
$1.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-750- 4.54% |
$45.8K - $59.7K
|
15.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-938- 2.44% |
$57.2K - $74.6K
|
37.4K
$3.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-959- 0.96% |
$58.5K - $76.3K
|
99.2K
$9.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-964- 12.21% |
$58.8K - $76.7K
|
6.93K
$633K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.14K- 6.79% |
$69.8K - $91K
|
15.7K
$1.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.19K- 22.03% |
$72.4K - $94.5K
|
4.2K
$384K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.29K- 33.79% |
$78.8K - $103K
|
2.53K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.36K- 14.39% |
$82.7K - $108K
|
8.06K
$736K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.43K- 23.02% |
$86.9K - $113K
|
4.77K
$435K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.52K- 2.01% |
$92.9K - $121K
|
74.3K
$6.78M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 2.06% |
$122K - $159K
|
95.4K
$8.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-3.03K- 10.38% |
$185K - $241K
|
26.2K
$2.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.17K- 9.56% |
$194K - $252K
|
30K
$2.74M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.57K- 66.59% |
$218K - $284K
|
1.79K
$163K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.51K- 7.64% |
$275K - $359K
|
54.4K
$4.97M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.46K- 1.13% |
$333K - $435K
|
478K
$43.6M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-6.37K- 6.62% |
$389K - $507K
|
89.8K
$8.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15.2K- 72.8% |
$925K - $1.21M
|
5.66K
$517K
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-18.3K- 85.92% |
$1.11M - $1.45M
|
2.99K
$273K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.1K- 23.68% |
$1.16M - $1.52M
|
61.5K
$5.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.1K- 51.52% |
$1.53M - $2M
|
23.6K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.9K- 77.1% |
$1.77M - $2.3M
|
8.6K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-55.9K- 15.12% |
$3.41M - $4.45M
|
314K
$28.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-68.2K- 50.71% |
$4.16M - $5.42M
|
66.2K
$6.05M
|
|