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 73 institutions that hold shares in the stock, with a total of 2.15 Million shares, which have been reported (via 13F filing form) to have a value of $117 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
273,559
shares
|
$14.9 Million
0.41% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
211,161
shares
|
$11.5 Million
0.0% of portfolio
|
Q3 2025
Added 7.62%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
180,365
shares
|
$9.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
176,201
shares
|
$9.58 Million
2.13% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
176,201
shares
|
$9.58 Million
1.61% of portfolio
|
Q3 2025
Added 44.39%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
160,053
shares
|
$8.71 Million
0.0% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
93,611
shares
|
$5.09 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
91,586
shares
|
$4.98 Million
0.0% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
87,030
shares
|
$4.73 Million
0.08% of portfolio
|
Q2 2024
Added 4.69%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
65,746
shares
|
$3.58 Million
1.71% of portfolio
|
Q3 2025
Reduced 5.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
50,598
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
50,393
shares
|
$2.74 Million
0.0% of portfolio
|
Q3 2025
Added 49.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
46,090
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
45,064
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
40,641
shares
|
$2.21 Million
0.0% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
38,240
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
32,328
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.11%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
30,449
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
30,109
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
17,363
shares
|
$944,373
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
16,877
shares
|
$917,940
0.0% of portfolio
|
Q3 2024
Reduced 78.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,344
shares
|
$834,560
0.0% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
14,446
shares
|
$785,717
0.03% of portfolio
|
Q3 2025
Added 7.84%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
13,413
shares
|
$729,533
0.23% of portfolio
|
Q4 2024
Added 17.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,920
shares
|
$702,718
0.02% of portfolio
|
Q2 2025
Reduced 1.25%
|
|