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First Trust Small Cap Core A (FYX)

CUSIP: 33734Y109 | NYSE | 518 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Genesee Capital Advisors, LLC157,707
6.7% of portfolio›$21.2M
Kestra Advisory Services, LLC116,422
0.0% of portfolio›$15.7M
Concurrent Investment Advisors, LLC110,919
0.1% of portfolio›$14.9M
Prospera Financial Services Inc79,721
0.1% of portfolio›$11.0M
Crusonia Wealth Advisors LLC73,940
1.5% of portfolio›$10.0M
Chicago Partners Investment Group LLC71,777
0.2% of portfolio›$9.9M
Cambridge Investment Research Advisors, Inc.70,917
0.1% of portfolio›$9.5M
Commonwealth Equity Services, LLC66,844
0.0% of portfolio›$9.0M
Wealth Alliance Advisory Group, LLC60,928
1.2% of portfolio›$8.2M
D.A. Davidson & Co.48,228
0.0% of portfolio›$6.5M
Mainsail Financial Group, LLC44,625
2.0% of portfolio›$6.0M
City Holding Co42,219
0.6% of portfolio›$5.7M
Hapanowicz & Associates Financial Services, Inc41,246
1.7% of portfolio›$5.6M
MTM Investment Management, LLC36,993
1.4% of portfolio›$5.0M
Wealth Enhancement Advisory Services, LLC34,169
0.0% of portfolio›$4.6M
Arrow Investment Advisors, LLC32,321
3.8% of portfolio›$4.4M
Fifth Third Bancorp22,759
0.0% of portfolio›$3.1M
Convergence Financial, LLC21,676
0.4% of portfolio›$2.9M
Park National Corp21,359
0.1% of portfolio›$2.9M
Three Seasons Wealth, LLC12,602
0.2% of portfolio›$1.7M
Cyndeo Wealth Partners, LLC11,767
0.1% of portfolio›$1.6M
Riggs Asset Managment Co. Inc.11,299
0.3% of portfolio›$1.5M
Truist Financial Corp11,242
0.0% of portfolio›$1.5M
ARS Wealth Advisors Group, LLC9,983
0.1% of portfolio›$1.3M
US Bancorp \de\9,405
0.0% of portfolio›$1.3M
Triumph Capital Management9,073
0.2% of portfolio›$1.2M
Vise Technologies, Inc.7,319
0.0% of portfolio›$985.0K
Power Wealth Management LLC7,097
0.3% of portfolio›$955.2K
Daymark Wealth Partners, LLC6,935
0.0% of portfolio›$933.4K
Tcfg Investment Advisors, LLC6,471
0.3% of portfolio›$870.9K
RFG Advisory, LLC6,458
0.0% of portfolio›$869.2K
B. Riley Wealth Advisors, Inc.6,305
0.0% of portfolio›$848.6K
RiverTree Advisors, LLC6,209
0.5% of portfolio›$835.7K
Lido Advisors, LLC5,885
0.0% of portfolio›$792.2K
Nations Financial Group Inc,5,363
0.0% of portfolio›$721.8K
Keystone Wealth Services, LLC5,125
0.1% of portfolio›$692.8K
Root Financial Partners, LLC4,977
0.0% of portfolio›$669.8K
Morey & Quinn Wealth Partners, LLC4,563
0.4% of portfolio›$614.1K
Brown Miller Wealth Management, LLC4,397
0.1% of portfolio›$591.8K
Trueblood Wealth Management, LLC4,354
0.2% of portfolio›$586.0K
Creative Planning4,325
0.0% of portfolio›$582.1K
Oppenheimer & Co Inc4,129
0.0% of portfolio›$555.7K
Balboa Wealth Partners4,031
0.1% of portfolio›$542.6K
Krilogy Financial LLC3,940
0.0% of portfolio›$533.8K
KPP Advisory Services LLC3,818
0.1% of portfolio›$513.8K
Hilton Head Capital Partners, LLC3,809
0.3% of portfolio›$512.7K
Dhjj Financial Advisors, Ltd.3,788
0.1% of portfolio›$509.9K
Gibbs Wealth Management3,625
0.1% of portfolio›$487.9K
Atria Investments, Inc3,278
0.0% of portfolio›$441.2K
Fragasso Financial Advisors Inc3,179
0.0% of portfolio›$430.4K
Partners Wealth Management, LLC3,154
0.0% of portfolio›$424.5K
Private Trust Co NA2,785
0.0% of portfolio›$374.8K
Wealth Effects LLC2,711
0.1% of portfolio›$364.9K
Kestra Private Wealth Services, LLC2,702
0.0% of portfolio›$363.7K
Citizens Financial Group Inc2,575
0.0% of portfolio›$346.6K
Moneco Advisors, LLC2,557
0.0% of portfolio›$344.1K
QTR Family Wealth, LLC2,510
0.1% of portfolio›$337.8K
Venture Visionary Partners LLC2,466
0.0% of portfolio›$332.0K
Independent Financial Group, LLC2,408
0.0% of portfolio›$324.1K
Farrell Financial LLC2,200
0.2% of portfolio›$296.1K
Wedbush Securities Inc2,185
0.0% of portfolio›$294.0K
Pinnacle Wealth Planning Services, Inc.2,123
0.0% of portfolio›$285.7K
Elevation Point Wealth Partners, LLC2,078
0.0% of portfolio›$279.7K
Gamma Investing LLC2,061
0.0% of portfolio›$277.4K
American Institute for Advanced Investment Management, LLP1,965
0.2% of portfolio›$264.5K
Advisortrust Partners, LLC1,886
0.1% of portfolio›$253.9K
Walkner Condon Financial Advisors LLC1,843
0.0% of portfolio›$248.0K
Truefg, LLC1,753
0.1% of portfolio›$235.9K
Sagespring Wealth Partners, LLC1,721
0.0% of portfolio›$231.6K
Brady Family Wealth, LLC1,660
0.1% of portfolio›$223.4K
Summit Wealth Group LLC / Co1,653
0.0% of portfolio›$222.5K
Boston Standard Wealth Management, LLC1,611
0.0% of portfolio›$216.9K
J.W. Cole Advisors, Inc.1,601
0.0% of portfolio›$215.5K
Kings Path Partners LLC1,570
0.1% of portfolio›$211.3K
Farther Finance Advisors, LLC958
0.0% of portfolio›$128.9K
CX Institutional720
0.0% of portfolio›$97
Financial Network Wealth Advisors LLC478
0.1% of portfolio›$64.3K
Reap Financial Group, LLC475
0.0% of portfolio›$63.9K
IFP Advisors, Inc408
0.0% of portfolio›$54.9K
Jacobi Capital Management LLC388
0.0% of portfolio›$52.2K
First Bancorp, Inc300
0.0% of portfolio›$40.4K
Avion Wealth225
0.0% of portfolio›$30.0K
Investors Research Corp142
0.0% of portfolio›$19.1K
SJS Investment Consulting Inc.116
0.0% of portfolio›$15.6K
Kozak & Associates, Inc.112
0.0% of portfolio›$15.5K
Larson Financial Group LLC105
0.0% of portfolio›$14.2K
Compass Financial Management LLC101
0.0% of portfolio›$13.6K
Mcdonald Partners LLC100
0.0% of portfolio›$13.5K
Salomon & Ludwin, LLC100
0.0% of portfolio›$13.5K
Financial Perspectives, Inc100
0.0% of portfolio›$13.5K
Key FInancial Inc97
0.0% of portfolio›$13.1K
Mather Group, Llc.64
0.0% of portfolio›$8.6K
CoreCap Advisors, LLC55
0.0% of portfolio›$7.4K
Beacon Investment Advisory Services, Inc.35
0.0% of portfolio›$4.7K
Thurston, Springer, Miller, Herd & Titak, Inc.29
0.0% of portfolio›$3.9K
Parallel Advisors, LLC16
0.0% of portfolio›$2.2K
Citigroup Inc2
0.0% of portfolio›$269
Assetmark, Inc2
0.0% of portfolio›$269
StyleTurnoverLocationFiled
Genesee Capital Advisors, LLC
157,707$21.2M6.7%ETFMediumAuburn, NY2026-10-20
Kestra Advisory Services, LLC
116,422$15.7M0.0%CoreLowAustin, TX2026-11-02
Concurrent Investment Advisors, LLC
110,919$14.9M0.1%GrowthMediumTampa, FL2026-10-16
Prospera Financial Services Inc
79,721$11.0M0.1%CoreMediumDallas, TX2026-11-04
Crusonia Wealth Advisors LLC
73,940$10.0M1.5%ETFVery LowDenver, CO2026-10-26
Chicago Partners Investment Group LLC
71,777$9.9M0.2%GARPLowChicago, IL2026-10-27
Cambridge Investment Research Advisors, Inc.
70,917$9.5M0.1%ETFLowFairfield, IA2026-11-02
Commonwealth Equity Services, LLC
66,844$9.0M0.0%ETFLowWaltham, MA2026-11-02
Wealth Alliance Advisory Group, LLC
60,928$8.2M1.2%CoreLowWichita, KS2026-10-14
D.A. Davidson & Co.
48,228$6.5M0.0%CoreLowGreat Falls, MT2026-10-28
Mainsail Financial Group, LLC
44,625$6.0M2.0%ETFLowBellevue, WA2026-10-23
City Holding Co
42,219$5.7M0.6%CoreLowCharleston, WV2026-10-19
Hapanowicz & Associates Financial Services, Inc
41,246$5.6M1.7%ETFVery LowPittsburgh, PA2026-10-29
MTM Investment Management, LLC
36,993$5.0M1.4%CoreVery LowSpartanburg, SC2026-10-30
Wealth Enhancement Advisory Services, LLC
34,169$4.6M0.0%CoreLowPlymouth, MN2026-10-13
Arrow Investment Advisors, LLC
32,321$4.4M3.8%Agg GrowthMediumLaurel, MD2026-11-02
Fifth Third Bancorp
22,759$3.1M0.0%IndexVery LowCincinnati, OH2026-11-05
Convergence Financial, LLC
21,676$2.9M0.4%ETFMediumColumbia, MO2026-10-27
Park National Corp
21,359$2.9M0.1%CoreLowNewark, OH2026-10-05
Three Seasons Wealth, LLC
12,602$1.7M0.2%GrowthMediumSalt Lake City, UT2026-11-03
Cyndeo Wealth Partners, LLC
11,767$1.6M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Riggs Asset Managment Co. Inc.
11,299$1.5M0.3%GrowthMediumDallas, PA2026-11-05
Truist Financial Corp
11,242$1.5M0.0%CoreLowCharlotte, NC2026-10-30
ARS Wealth Advisors Group, LLC
9,983$1.3M0.1%CoreLowSt. Petersburg, FL2026-10-16
US Bancorp \de\
9,405$1.3M0.0%IndexLowMinneapolis, MN2026-11-05
Triumph Capital Management
9,073$1.2M0.2%ETFMediumDenver, CO2026-10-14
Vise Technologies, Inc.
7,319$985.0K0.0%IndexLowNew York, NY2026-10-29
Power Wealth Management LLC
7,097$955.2K0.3%ETFLowAlpharetta, GA2026-10-27
Daymark Wealth Partners, LLC
6,935$933.4K0.0%CoreLowCincinnati, OH2026-11-04
Tcfg Investment Advisors, LLC
6,471$870.9K0.3%GrowthMediumLaguna Niguel, CA2026-10-20
RFG Advisory, LLC
6,458$869.2K0.0%ETFMediumBirmingham, AL2026-11-03
B. Riley Wealth Advisors, Inc.
6,305$848.6K0.0%GrowthLowMemphis, TN2026-10-13
RiverTree Advisors, LLC
6,209$835.7K0.5%ETFMediumWinter Park, FL2026-10-13
Lido Advisors, LLC
5,885$792.2K0.0%GrowthLowLos Angeles, CA2026-11-04
Nations Financial Group Inc,
5,363$721.8K0.0%CoreLowCedar Rapids, IA2026-11-05
Keystone Wealth Services, LLC
5,125$692.8K0.1%ETFHighPalm Desert, CA2026-11-03
Root Financial Partners, LLC
4,977$669.8K0.0%ETFMediumEncinitas, CA2026-10-21
Morey & Quinn Wealth Partners, LLC
4,563$614.1K0.4%CoreVery LowOmaha, NE2026-10-28
Brown Miller Wealth Management, LLC
4,397$591.8K0.1%GrowthLowMclean, VA2026-11-02
Trueblood Wealth Management, LLC
4,354$586.0K0.2%CoreLowLima, OH2026-10-23
Creative Planning
4,325$582.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Oppenheimer & Co Inc
4,129$555.7K0.0%CoreLowNew York, NY2026-10-26
Balboa Wealth Partners
4,031$542.6K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Krilogy Financial LLC
3,940$533.8K0.0%GrowthLowSt. Louis, MO2026-10-13
KPP Advisory Services LLC
3,818$513.8K0.1%GrowthMediumLouisville, KY2026-10-26
Hilton Head Capital Partners, LLC
3,809$512.7K0.3%CoreMediumHilton Head Island, SC2026-10-23
Dhjj Financial Advisors, Ltd.
3,788$509.9K0.1%ETFVery LowNaperville, IL2026-10-23
Gibbs Wealth Management
3,625$487.9K0.1%CoreLowAlpharetta, GA2026-10-22
Atria Investments, Inc
3,278$441.2K0.0%CoreMediumCharlotte, NC2026-10-15
Fragasso Financial Advisors Inc
3,179$430.4K0.0%ETFLowSewickley, PA2026-10-13
Partners Wealth Management, LLC
3,154$424.5K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Private Trust Co NA
2,785$374.8K0.0%CoreLowCleveland, OH2026-10-20
Wealth Effects LLC
2,711$364.9K0.1%GrowthLowBoston, MA2026-10-23
Kestra Private Wealth Services, LLC
2,702$363.7K0.0%GrowthLowAustin, TX2026-10-30
Citizens Financial Group Inc
2,575$346.6K0.0%GrowthLowProvidence, RI2026-10-23
Moneco Advisors, LLC
2,557$344.1K0.0%ETFLowFairfield, CT2026-11-05
QTR Family Wealth, LLC
2,510$337.8K0.1%GrowthMediumLake Mary, FL2026-11-02
Venture Visionary Partners LLC
2,466$332.0K0.0%CoreLowSylvania, OH2026-10-07
Independent Financial Group, LLC
2,408$324.1K0.0%GrowthLowSan Diego, CA2026-10-13
Farrell Financial LLC
2,200$296.1K0.2%ETFVery LowOrchard Park, NY2026-10-16
Wedbush Securities Inc
2,185$294.0K0.0%CoreLowPasadena, CA2026-10-22
Pinnacle Wealth Planning Services, Inc.
2,123$285.7K0.0%GARPLowMansfield, OH2026-10-27
Elevation Point Wealth Partners, LLC
2,078$279.7K0.0%CoreHighDenver, CO2026-11-05
Gamma Investing LLC
2,061$277.4K0.0%IndexVery LowFoster City, CA2026-10-08
American Institute for Advanced Investment Management, LLP
1,965$264.5K0.2%ETFLowScottsdale, AZ2026-11-03
Advisortrust Partners, LLC
1,886$253.9K0.1%CoreHighRaleigh, NC2026-11-02
Walkner Condon Financial Advisors LLC
1,843$248.0K0.0%ETFLowVerona, WI2026-11-02
Truefg, LLC
1,753$235.9K0.1%ETFVery LowCedar Park, TX2026-10-15
Sagespring Wealth Partners, LLC
1,721$231.6K0.0%ETFLowFranklin, TN2026-10-22
Brady Family Wealth, LLC
1,660$223.4K0.1%CoreVery LowSaint Louis, MO2026-11-02
Summit Wealth Group LLC / Co
1,653$222.5K0.0%ETFHighColorado Springs, CO2026-10-29
Boston Standard Wealth Management, LLC
1,611$216.9K0.0%ETFLowWinchester, MA2026-10-07
J.W. Cole Advisors, Inc.
1,601$215.5K0.0%IndexLowTampa, FL2026-11-05
Kings Path Partners LLC
1,570$211.3K0.1%ETFVery LowSugar Land, TX2026-10-21
Farther Finance Advisors, LLC
958$128.9K0.0%IndexLowSan Francisco, CA2026-10-08
CX Institutional
720$970.0%CoreMediumAuburn, IN2026-10-02
Financial Network Wealth Advisors LLC
478$64.3K0.1%ETFLowMurray, UT2026-10-28
Reap Financial Group, LLC
475$63.9K0.0%ETFLowAustin, TX2026-11-02
IFP Advisors, Inc
408$54.9K0.0%GrowthLowTampa, FL2026-10-16
Jacobi Capital Management LLC
388$52.2K0.0%CoreLowPittston, PA2026-11-05
First Bancorp, Inc
300$40.4K0.0%ValueVery LowDamariscotta, ME2026-10-26
Avion Wealth
225$30.0K0.0%ETFLowThe Woodlands, TX2026-11-04
Investors Research Corp
142$19.1K0.0%ETFLowAtlanta, GA2026-10-07
SJS Investment Consulting Inc.
116$15.6K0.0%ETFVery LowSylvania, OH2026-10-26
Kozak & Associates, Inc.
112$15.5K0.0%ETFLowHighlands Ranch, CO2026-10-29
Larson Financial Group LLC
105$14.2K0.0%GrowthLowSt Louis, MO2026-11-05
Compass Financial Management LLC
101$13.6K0.0%CoreN/ATampa, FL2026-10-30
Mcdonald Partners LLC
100$13.5K0.0%CoreLowCleveland, OH2026-11-03
Salomon & Ludwin, LLC
100$13.5K0.0%ETFVery LowRichmond, VA2026-10-29
Financial Perspectives, Inc
100$13.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Key FInancial Inc
97$13.1K0.0%ETFLowWest Chester, PA2026-11-02
Mather Group, Llc.
64$8.6K0.0%ETFMediumChicago, IL2026-10-14
CoreCap Advisors, LLC
55$7.4K0.0%ETFMediumSouthfield, MI2026-10-08
Beacon Investment Advisory Services, Inc.
35$4.7K0.0%GrowthLowMorristown, NJ2026-10-13
Thurston, Springer, Miller, Herd & Titak, Inc.
29$3.9K0.0%GrowthMediumIndianapolis, IN2026-10-14
Parallel Advisors, LLC
16$2.2K0.0%IndexLowSan Francisco, CA2026-11-03
Citigroup Inc
2$2690.0%CoreMediumNew York, NY2026-11-04
Assetmark, Inc
2$2690.0%ETFLowConcord, CA2026-10-21