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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,500
shares
|
$376,670
0.17% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
3,088
shares
|
$332,330
0.0% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,055
shares
|
$328,779
0.03% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
3,002
shares
|
$323,075
0.1% of portfolio
|
Q2 2025
Reduced 13.26%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
2,949
shares
|
$317,371
0.08% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,884
shares
|
$310,376
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Oct 29, 2025 Q3 2025 |
2,879
shares
|
$309,837
0.15% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Oct 29, 2025 Q3 2025 |
2,874
shares
|
$309,299
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,753
shares
|
$296,277
0.01% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
2,710
shares
|
$291,650
0.11% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,654
shares
|
$285,623
0.0% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
2,645
shares
|
$284,654
0.0% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
2,589
shares
|
$278,628
0.09% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
2,570
shares
|
$276,583
0.02% of portfolio
|
Q3 2025
Reduced 6.88%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,565
shares
|
$276,045
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,552
shares
|
$274,646
0.0% of portfolio
|
Q3 2025
Added 13.83%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,482
shares
|
$267,112
0.0% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
2,480
shares
|
$266,897
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
2,465
shares
|
$265,283
0.01% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,427
shares
|
$261,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,357
shares
|
$253,660
0.0% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,332
shares
|
$250,969
0.08% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
2,260
shares
|
$243,221
0.01% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,218
shares
|
$238,701
0.01% of portfolio
|
Q2 2020
Reduced 1.17%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
2,185
shares
|
$235,149
0.15% of portfolio
|
Q3 2025
Added 0.14%
|
|