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First Trust Small Cap VAL (FYT)

CUSIP: 33737M409 | NYSE | 234 institutional holders

Quarters

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

LPL Financial LLC253,168
0.0% of portfolio›$16.9M
Fiduciary Alliance LLC70,916
0.4% of portfolio›$4.7M
Roman Butler Fullerton & Co47,850
0.8% of portfolio›$3.4M
Truist Financial Corp46,795
0.0% of portfolio›$3.1M
Commonwealth Equity Services, LLC43,248
0.0% of portfolio›$2.9M
Kestra Advisory Services, LLC34,670
0.0% of portfolio›$2.3M
Cambridge Investment Research Advisors, Inc.22,510
0.0% of portfolio›$1.5M
Pinnacle Bancorp, Inc.12,213
0.2% of portfolio›$816.5K
Tcfg Investment Advisors, LLC8,861
0.2% of portfolio›$592.4K
Chicago Partners Investment Group LLC8,793
0.0% of portfolio›$613.8K
Daymark Wealth Partners, LLC5,976
0.0% of portfolio›$399.5K
Wealth Enhancement Advisory Services, LLC5,025
0.0% of portfolio›$340.7K
Advisory Advocates, LLC4,406
0.3% of portfolio›$294.5K
Wagner Wealth Management, LLC4,367
0.1% of portfolio›$291.9K
Arlington Financial Advisors, LLC3,704
0.0% of portfolio›$247.6K
Northwest Wealth Management, LLC3,657
0.0% of portfolio›$244.5K
Koshinski Asset Management, Inc.3,055
0.0% of portfolio›$204.2K
Creative Financial Designs Inc1,273
0.0% of portfolio›$85.1K
Gamma Investing LLC1,259
0.0% of portfolio›$84.2K
Accordant Advisory Group Inc1,000
0.0% of portfolio›$66.9K
MTM Investment Management, LLC605
0.0% of portfolio›$40.4K
Fifth Third Bancorp520
0.0% of portfolio›$34.8K
Trust Co of Toledo NA494
0.0% of portfolio›$33.0K
PNC Financial Services Group, Inc.207
0.0% of portfolio›$13.8K
Lanark Financial, Inc.187
0.0% of portfolio›$12.5K
Root Financial Partners, LLC107
0.0% of portfolio›$7.2K
Spire Wealth Management39
0.0% of portfolio›$2.6K
StyleTurnoverLocationFiled
LPL Financial LLC
253,168$16.9M0.0%IndexVery LowFort Mill, SC2026-11-06
Fiduciary Alliance LLC
70,916$4.7M0.4%CoreMediumGreenville, SC2026-10-13
Roman Butler Fullerton & Co
47,850$3.4M0.8%GrowthMediumSt Louis, MO2026-10-27
Truist Financial Corp
46,795$3.1M0.0%CoreLowCharlotte, NC2026-10-30
Commonwealth Equity Services, LLC
43,248$2.9M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
34,670$2.3M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
22,510$1.5M0.0%ETFLowFairfield, IA2026-11-02
Pinnacle Bancorp, Inc.
12,213$816.5K0.2%CoreVery LowBeatrice, NE2026-10-21
Tcfg Investment Advisors, LLC
8,861$592.4K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
Chicago Partners Investment Group LLC
8,793$613.8K0.0%GARPLowChicago, IL2026-10-27
Daymark Wealth Partners, LLC
5,976$399.5K0.0%CoreLowCincinnati, OH2026-11-04
Wealth Enhancement Advisory Services, LLC
5,025$340.7K0.0%CoreLowPlymouth, MN2026-10-13
Advisory Advocates, LLC
4,406$294.5K0.3%YieldMediumGrand Rapids, MI2026-11-05
Wagner Wealth Management, LLC
4,367$291.9K0.1%ETFLowGreenville, SC2026-10-21
Arlington Financial Advisors, LLC
3,704$247.6K0.0%ETFMediumSanta Barbara, CA2026-10-19
Northwest Wealth Management, LLC
3,657$244.5K0.0%ETFLowSpencer, IA2026-10-30
Koshinski Asset Management, Inc.
3,055$204.2K0.0%ETFLowDecatur, IL2026-10-29
Creative Financial Designs Inc
1,273$85.1K0.0%ETFMediumKokomo, IN2026-11-04
Gamma Investing LLC
1,259$84.2K0.0%IndexVery LowFoster City, CA2026-10-08
Accordant Advisory Group Inc
1,000$66.9K0.0%ValueMediumAnnapolis, MD2026-10-29
MTM Investment Management, LLC
605$40.4K0.0%CoreVery LowSpartanburg, SC2026-10-30
Fifth Third Bancorp
520$34.8K0.0%IndexVery LowCincinnati, OH2026-11-05
Trust Co of Toledo NA
494$33.0K0.0%GrowthVery LowHolland, OH2026-10-16
PNC Financial Services Group, Inc.
207$13.8K0.0%GrowthVery LowPittsburgh, PA2026-11-06
Lanark Financial, Inc.
187$12.5K0.0%CoreMediumBirmingham, AL2026-10-26
Root Financial Partners, LLC
107$7.2K0.0%ETFMediumEncinitas, CA2026-10-21
Spire Wealth Management
39$2.6K0.0%GrowthMediumMclean, VA2026-10-30