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 177 institutions that hold shares in the stock, with a total of 6.92 Million shares, which have been reported (via 13F filing form) to have a value of $632 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
2,514
shares
|
$229,754
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,487
shares
|
$227,286
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
2,442
shares
|
$223,174
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,367
shares
|
$216,320
0.01% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,357
shares
|
$215,406
0.0% of portfolio
|
Q3 2023
Reduced 2.28%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,346
shares
|
$214,400
0.01% of portfolio
|
Q4 2024
Added 14.77%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,320
shares
|
$212,024
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
2,284
shares
|
$208,734
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,242
shares
|
$204,896
0.0% of portfolio
|
Q2 2024
Reduced 15.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,218
shares
|
$202,703
0.01% of portfolio
|
Q2 2020
Reduced 1.17%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
2,180
shares
|
$199,230
0.16% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 26, 2025 Q4 2024 |
2,123
shares
|
$194,020
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,090
shares
|
$191,005
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
2,075
shares
|
$189,634
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
2,030
shares
|
$185,521
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,006
shares
|
$183,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,779
shares
|
$162,582
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
1,627
shares
|
$148,691
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,405
shares
|
$128,402
0.01% of portfolio
|
Q2 2024
Added 263.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,353
shares
|
$123,650
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,294
shares
|
$118,258
0.0% of portfolio
|
Q4 2024
Added 28.37%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,188
shares
|
$108,571
0.03% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
1,075
shares
|
$98,244
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
862
shares
|
$78,778
0.11% of portfolio
|
Q3 2021
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
850
shares
|
$77,681
0.0% of portfolio
|
Q3 2024
New holding
|