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 |
|---|---|---|---|---|---|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Nov 14, 2025 Q3 2025 |
2,133
shares
|
$229,553
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,123
shares
|
$228,477
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
2,031
shares
|
$218,576
0.0% of portfolio
|
Q3 2025
Reduced 13.46%
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Nov 04, 2025 Q3 2025 |
1,974
shares
|
$212,441
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 09, 2025 Q3 2025 |
1,933
shares
|
$208,029
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
1,915
shares
|
$206,092
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
1,885
shares
|
$202,863
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,843
shares
|
$198,343
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
1,590
shares
|
$171,115
0.06% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,517
shares
|
$163,259
0.0% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,405
shares
|
$151,206
0.01% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,289
shares
|
$138,722
0.0% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
1,286
shares
|
$138,399
0.0% of portfolio
|
Q3 2025
Reduced 66.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
1,253
shares
|
$134,847
0.01% of portfolio
|
Q3 2025
Reduced 7.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,031
shares
|
$110,956
0.0% of portfolio
|
Q3 2025
Reduced 8.19%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
929
shares
|
$99,978
0.02% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
862
shares
|
$92,768
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
850
shares
|
$91,477
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
628
shares
|
$67,585
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
618
shares
|
$66,509
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
617
shares
|
$66,401
0.0% of portfolio
|
Q3 2025
Reduced 50.08%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
586
shares
|
$63,065
0.04% of portfolio
|
Q3 2024
Reduced 6.24%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
574
shares
|
$61,773
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
378
shares
|
$40,680
0.0% of portfolio
|
Q3 2025
Reduced 59.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
313
shares
|
$33,685
0.0% of portfolio
|
Q3 2025
Reduced 95.13%
|
|