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 167 institutions that hold shares in the stock, with a total of 6.67 Million shares, which have been reported (via 13F filing form) to have a value of $681 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
53,749
shares
|
$5.49 Million
0.02% of portfolio
|
Q4 2024
Added 1108.11%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
45,412
shares
|
$4.64 Million
0.29% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
44,421
shares
|
$4.54 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
42,620
shares
|
$4.35 Million
0.95% of portfolio
|
Q3 2024
Added 9.14%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
40,009
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
38,454
shares
|
$3.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
38,291
shares
|
$3.91 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
36,332
shares
|
$3.71 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
36,144
shares
|
$3.69 Million
0.2% of portfolio
|
Q3 2024
Added 201.58%
|
|
|
Mainsail Financial Group, LLC
Bellevue, WA |
Jan 28, 2025 Q4 2024 |
35,888
shares
|
$3.67 Million
2.1% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
33,655
shares
|
$3.44 Million
1.39% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
30,632
shares
|
$3.13 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
30,331
shares
|
$3.1 Million
0.22% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
29,662
shares
|
$3.03 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
27,890
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2024
Added 49.51%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
27,762
shares
|
$2.84 Million
0.38% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
23,877
shares
|
$2.44 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
23,591
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
21,896
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,619
shares
|
$2.11 Million
0.0% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
18,729
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,136
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2024
Reduced 68.39%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
17,626
shares
|
$1.8 Million
0.31% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
16,293
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
16,188
shares
|
$1.65 Million
0.24% of portfolio
|
Q4 2024
Added 17.37%
|