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 75 institutions that hold shares in the stock, with a total of 2.69 Million shares, which have been reported (via 13F filing form) to have a value of $149 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
289,519
shares
|
$16.1 Million
1.55% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
273,559
shares
|
$15.2 Million
0.41% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
255,990
shares
|
$14.2 Million
3.11% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
240,616
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
236,676
shares
|
$13.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
181,229
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
107,406
shares
|
$5.97 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
87,030
shares
|
$4.84 Million
0.08% of portfolio
|
Q2 2024
Added 4.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
86,602
shares
|
$4.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.8%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
75,180
shares
|
$4.18 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
73,769
shares
|
$4.1 Million
2.11% of portfolio
|
Q4 2024
Reduced 5.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
70,496
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Added 32.0%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
63,971
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
53,382
shares
|
$2.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
52,119
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
46,878
shares
|
$2.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 64.86%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
42,965
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,641
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
37,280
shares
|
$2.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 30.94%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
30,033
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
26,584
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 3.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
25,145
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,134
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 21.55%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
18,448
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 104.5%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,762
shares
|
$987,922
0.0% of portfolio
|
Q3 2024
Reduced 29.94%
|