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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
43,878
shares
|
$4.72 Million
2.13% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
43,269
shares
|
$4.66 Million
0.0% of portfolio
|
Q3 2025
Reduced 67.84%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,620
shares
|
$4.59 Million
0.95% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Oct 23, 2025 Q3 2025 |
39,374
shares
|
$4.24 Million
1.85% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
37,292
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
34,991
shares
|
$3.77 Million
1.31% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
34,063
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 64.03%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
33,528
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.38%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
32,857
shares
|
$3.54 Million
0.43% of portfolio
|
Q3 2025
Reduced 1.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
31,221
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.49%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
30,959
shares
|
$3.33 Million
0.28% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
30,595
shares
|
$3.29 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.05%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
28,343
shares
|
$3.05 Million
0.17% of portfolio
|
Q3 2025
Added 2.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
28,258
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Park National Corp
|
Oct 01, 2025 Q3 2025 |
23,955
shares
|
$2.58 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.42%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
23,197
shares
|
$2.5 Million
0.33% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
23,043
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
20,435
shares
|
$2.2 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,729
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
17,972
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Added 15.01%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,626
shares
|
$1.9 Million
0.31% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
17,385
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
17,282
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
16,275
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
16,069
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Added 5.95%
|
|