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 162 institutions that hold shares in the stock, with a total of 6.13 Million shares, which have been reported (via 13F filing form) to have a value of $631 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
734,285
shares
|
$75.6 Million
0.01% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
620,364
shares
|
$63.9 Million
0.01% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
522,265
shares
|
$53.8 Million
0.02% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
452,678
shares
|
$46.6 Million
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
385,298
shares
|
$39.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
275,535
shares
|
$28.4 Million
0.08% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Hapanowicz & Associates Financial Services, Inc
|
Jan 31, 2025 Q4 2024 |
248,192
shares
|
$25.5 Million
12.67% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
211,296
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
202,578
shares
|
$20.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
202,436
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
124,369
shares
|
$12.8 Million
2.86% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Main Line Retirement Advisors, LLC
Radnor, PA |
Jan 22, 2025 Q4 2024 |
113,053
shares
|
$11.6 Million
8.93% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
97,828
shares
|
$10.1 Million
0.03% of portfolio
|
Q3 2024
Added 21.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
96,690
shares
|
$9.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 36.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
86,637
shares
|
$8.92 Million
0.0% of portfolio
|
Q3 2024
Added 32.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
85,228
shares
|
$8.77 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.91%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
79,897
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
79,848
shares
|
$8.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
69,524
shares
|
$7.16 Million
0.25% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
62,324
shares
|
$6.42 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
61,559
shares
|
$6.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Genesee Capital Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
61,552
shares
|
$6.34 Million
2.99% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
58,216
shares
|
$5.99 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
56,100
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2024
Added 24.18%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
45,412
shares
|
$4.67 Million
0.29% of portfolio
|
Q3 2024
Reduced 12.76%
|