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 78 institutions that hold shares in the stock, with a total of 2.71 Million shares, which have been reported (via 13F filing form) to have a value of $150 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
3,000
shares
|
$165,660
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,803
shares
|
$154,781
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,926
shares
|
$106,353
0.0% of portfolio
|
Q3 2024
Reduced 11.81%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,820
shares
|
$100,500
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,818
shares
|
$100,389
0.01% of portfolio
|
Q3 2024
Reduced 8.51%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,598
shares
|
$88,241
0.0% of portfolio
|
Q3 2024
Added 1780.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,411
shares
|
$77,915
0.0% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,259
shares
|
$69,521
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$55,220
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
605
shares
|
$33,408
0.01% of portfolio
|
Q3 2022
Added 86.15%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
500
shares
|
$27,610
0.0% of portfolio
|
Q2 2024
Reduced 16.81%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
420
shares
|
$23,192
0.0% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
322
shares
|
$17,780
0.0% of portfolio
|
Q3 2024
Reduced 38.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
302
shares
|
$16,676
0.0% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
250
shares
|
$13,805
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
228
shares
|
$12,590
0.0% of portfolio
|
Q1 2023
Reduced 41.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
195
shares
|
$10,767
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
175
shares
|
$9,663
0.0% of portfolio
|
Q1 2023
Reduced 33.71%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
143
shares
|
$7,896
0.0% of portfolio
|
Q3 2024
Reduced 39.41%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$5,522
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
95
shares
|
$5,245
0.0% of portfolio
|
Q1 2023
Reduced 13.64%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
77
shares
|
$4,251
0.0% of portfolio
|
Q1 2023
Reduced 94.66%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
65
shares
|
$3,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
47
shares
|
$2,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
31
shares
|
$1,711
0.0% of portfolio
|
Q3 2024
Reduced 55.07%
|