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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
5,760
shares
|
$619,891
0.04% of portfolio
|
Q2 2025
Reduced 5.36%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,500
shares
|
$591,910
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
5,481
shares
|
$589,865
0.09% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,382
shares
|
$579,210
0.0% of portfolio
|
Q3 2025
Added 21.03%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,258
shares
|
$565,865
0.14% of portfolio
|
Q2 2025
Reduced 12.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
5,058
shares
|
$544,341
0.01% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
4,890
shares
|
$526,261
0.0% of portfolio
|
Q3 2025
Added 4.15%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
4,804
shares
|
$517,006
0.2% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,680
shares
|
$503,661
0.0% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
4,678
shares
|
$503,446
0.1% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Solano Wealth Management, Inc.
Fairfield, CA |
Jul 30, 2024 Q2 2024 |
4,620
shares
|
$497,204
0.23% of portfolio
|
Q4 2023
Reduced 9.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
4,573
shares
|
$492,146
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,562
shares
|
$490,962
0.37% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2025 Q3 2025 |
4,544
shares
|
$489,025
0.17% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
4,440
shares
|
$477,832
0.02% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
4,424
shares
|
$476,110
0.0% of portfolio
|
Q3 2025
Reduced 76.17%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
4,400
shares
|
$473,528
0.02% of portfolio
|
Q2 2020
New holding
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
4,398
shares
|
$473,312
0.19% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
4,374
shares
|
$470,729
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,287
shares
|
$461,366
0.01% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
3,940
shares
|
$424,022
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
3,672
shares
|
$395,180
0.0% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,643
shares
|
$392,059
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
3,638
shares
|
$391,521
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
3,540
shares
|
$380,974
0.01% of portfolio
|
Q3 2023
Reduced 17.35%
|
|