Institutional Ownership First Tr Small Cap Core Alphad (FYX)
This table provides information about the institutional ownership of First Tr Small Cap Core Alphad (FYX). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 6.03 Million shares, which have been reported (via 13F filing form) to have a value of $649 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
624,893
shares
|
$67.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
586,139
shares
|
$63.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
560,705
shares
|
$60.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
532,536
shares
|
$57.3 Million
0.01% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
383,814
shares
|
$41.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.13%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
291,171
shares
|
$31.3 Million
0.01% of portfolio
|
Q3 2025
Added 35.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
286,739
shares
|
$30.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,296
shares
|
$22.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,436
shares
|
$21.8 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
142,553
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2025
Added 6.86%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
142,208
shares
|
$15.3 Million
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
88,141
shares
|
$9.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 47.79%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
85,369
shares
|
$9.19 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,228
shares
|
$9.17 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
73,723
shares
|
$7.93 Million
0.14% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
71,596
shares
|
$7.71 Million
0.22% of portfolio
|
Q3 2025
Added 2.85%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
66,604
shares
|
$7.17 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
61,881
shares
|
$6.66 Million
1.4% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
60,728
shares
|
$6.54 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Genesee Capital Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
60,223
shares
|
$6.48 Million
2.96% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
57,346
shares
|
$6.17 Million
0.17% of portfolio
|
Q3 2025
Reduced 14.01%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
56,694
shares
|
$6.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Nov 10, 2025 Q3 2025 |
47,212
shares
|
$5.08 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
47,079
shares
|
$5.07 Million
0.03% of portfolio
|
Q3 2025
Added 3.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
44,188
shares
|
$4.76 Million
0.0% of portfolio
|
Q3 2025
Added 3.4%
|
|