First Trust Small Cap Core AFYXETF
13F holders, Q2 2026 (June 30)204holders +23
42new positions
17sold out
1famous investor
$144.20avg. 13F price*
At the end of Q2 2026, 204 institutions reported holding First Trust Small Cap Core A (FYX) in their 13F filings, up 23 from Q1 2026. 42 opened new positions and 17 sold out. The largest holders were Wells Fargo & Company ($103.2M), Royal Bank of Canada ($101.6M) and LPL Financial LLC ($98.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Small Cap Core A
- CUSIP
- 33734Y109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $26.6M |
| Exits | 17 | $9.1M |
All 13F filers, Q1 2026 → Q2 2026: 1,003,753 shares bought and 215,255 shares sold, net +788,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| Wells Fargo & Company | 0.02% | Add +31.4% | 715,280 | $103.2M |
| Royal Bank of Canada | 0.02% | Reduce -0.6% | 704,083 | $101.6M |
| LPL Financial LLC | 0.02% | Add +11.7% | 683,900 | $98.7M |
| Morgan Stanley | 0.01% | Add +3.9% | 678,078 | $97.8M |
| Raymond James Financial Inc. | 0.02% | Add +5.3% | 435,608 | $62.9M |
| UBS Group AG | 0.01% | Add +38.5% | 421,883 | $60.9M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 357,405 | $51.6M |
| Janney Montgomery Scott LLC | 0.07% | Add +3.8% | 263,066 | $38.0M |
| Genesee Capital Advisors, LLC | 7.45% | Add +142.2% | 163,889 | $23.6M |
| Cetera Investment Advisers | 0.02% | Add +17.9% | 151,913 | $21.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.0% | 120,332 | $17.4M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +25.8% | 107,601 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +159.5% | 101,266 | $14.6M |
| Crusonia Wealth Advisors LLC | 1.74% | Reduce -0.6% | 73,453 | $10.6M |
| Chicago Partners Investment Group LLC | 0.20% | Reduce -1.4% | 71,639 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.7% | 67,761 | $9.8M |
| Per Stirling Capital Management, LLC. | 0.92% | Add +1.8% | 66,712 | $9.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.2% | 64,962 | $9.4M |
| Wealth Alliance Advisory Group, LLC | 1.24% | Reduce -0.6% | 59,310 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +44.3% | 54,429 | $7.9M |
| Geneos Wealth Management Inc. | 0.16% | Add +2.4% | 53,610 | $7.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -13.6% | 50,485 | $7.3M |
| FWG Holdings, LLC | 2.50% | Add +2099.1% | 50,930 | $7.2M |
| D.A. Davidson & Co. | 0.04% | Add +0.9% | 48,579 | $7.0M |
| Mainsail Financial Group, LLC | 2.19% | Add +11.0% | 44,673 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.1% | 44,404 | $6.4M |
| Hapanowicz & Associates Financial Services, Inc | 1.87% | Reduce -2.1% | 41,586 | $6.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 37,178 | $5.3M |
| MTM Investment Management, LLC | 1.51% | Add +1.4% | 36,765 | $5.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 36,502 | $5.3M |
| Jones Financial Companies LLLP | 0.00% | Add +43.6% | 36,340 | $5.2M |
| City Holding Co. | 0.58% | Add +14.4% | 35,861 | $5.2M |
| Arrow Investment Advisors, LLC | 4.53% | New | 32,447 | $4.7M |
| Troutman Wealth Management, LLC | 3.55% | Reduce -0.6% | 31,950 | $4.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.2% | 32,310 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -1.3% | 30,593 | $4.4M |
| Harbour Investments, Inc. | 0.06% | Add +149.2% | 30,029 | $4.3M |
| Regal Investment Advisors LLC | 0.23% | Reduce -1.8% | 29,983 | $4.3M |
| MML Investors Services, LLC | 0.01% | Add +8.7% | 29,812 | $4.3M |
| Western Wealth Management, LLC | 0.14% | Add +0.3% | 29,597 | $4.3M |
| Dorsey Wright & Associates | 0.67% | New | 27,424 | $4.0M |
| Roman Butler Fullerton & Co. | 0.81% | New | 24,128 | $3.4M |
| Park National Corp. | 0.09% | Reduce -2.3% | 22,571 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +38.0% | 22,106 | $3.2M |
| Arkadios Wealth Advisors | 0.05% | Add +520.6% | 21,714 | $3.1M |
| Fifth Third Bancorp | 0.01% | Reduce -1.7% | 21,620 | $3.1M |
| IFG Advisory, LLC | 0.11% | Add +15604.4% | 21,515 | $3.1M |
| &partners | 0.01% | Add +42.2% | 20,069 | $2.9M |
| Two Sigma Investments, LP | 0.00% | Add +237.5% | 18,900 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.6% | 17,823 | $2.6M |
| Catalyst Investment Management LLC | 2.30% | Add +18.5% | 17,580 | $2.5M |
| Lakeridge Wealth Management LLC | 0.80% | Reduce -12.6% | 15,072 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +97.3% | 13,691 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Add +50.1% | 13,381 | $1.9M |
| Three Seasons Wealth, LLC | 0.17% | Reduce -3.0% | 12,719 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -3.8% | 11,748 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +0.0% | 11,692 | $1.7M |
| RFG Advisory, LLC | 0.03% | Reduce -62.9% | 11,459 | $1.7M |
| Sun Financial Inc | 0.77% | Reduce -4.3% | 11,270 | $1.6M |
| Keystone Financial Group | 0.10% | Reduce -2.9% | 11,156 | $1.6M |
| Riggs Asset Managment Co. Inc. | 0.28% | New | 11,050 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -0.6% | 10,966 | $1.6M |
| ARS Wealth Advisors Group, LLC | 0.11% | Reduce -13.7% | 9,980 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -53.9% | 9,529 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -2.6% | 9,273 | $1.3M |
| Axxcess Wealth Management, LLC | 0.02% | New | 9,023 | $1.3M |
| Triumph Capital Management | 0.24% | Reduce -20.4% | 9,001 | $1.3M |
| Mariner, LLC | 0.00% | Reduce -4.3% | 8,560 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 8,116 | $1.2M |
| Vise Technologies, Inc. | 0.01% | Add +50.8% | 7,470 | $1.1M |
| Maridea Wealth Management LLC | 0.12% | Reduce -41.9% | 7,422 | $1.1M |
| TCFG Investment Advisors, LLC | 0.35% | No change | 7,265 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +21.0% | 7,260 | $1.0M |
| Power Wealth Management LLC | 0.35% | New | 7,056 | $1.0M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -0.5% | 6,978 | $1.0M |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -2.4% | 6,935 | $1.0M |
| Perennial Investment Advisors, LLC | 0.06% | Reduce -4.8% | 6,196 | $894K |
| Lido Advisors, LLC | 0.00% | New | 5,863 | $846K |
| Stephens Inc. | 0.01% | No change | 5,500 | $794K |
| Root Financial Partners, LLC | 0.03% | Reduce -8.5% | 5,424 | $783K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 5,363 | $774K |
| VestGen Advisors, LLC | 0.02% | Reduce -1.7% | 5,259 | $759K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 5,186 | $748K |
| VestGen Investment Management | 0.39% | New | 5,128 | $740K |
| Keystone Wealth Services, LLC | 0.14% | No change | 5,125 | $740K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.8% | 5,124 | $739K |
| KPP Advisory Services LLC | 0.09% | No change | 4,955 | $715K |
| Snowden Capital Advisors LLC | 0.02% | Add +12.7% | 4,831 | $697K |
| DHJJ Financial Advisors, Ltd. | 0.20% | Add +4.9% | 4,782 | $690K |
| Atlas Legacy Advisors, LLC | 0.10% | Reduce -1.1% | 4,626 | $668K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.6% | 4,614 | $666K |
| Waverly Advisors, LLC | 0.00% | No change | 4,613 | $666K |
| Corient Private Wealth LP | 0.00% | No change | 4,573 | $660K |
| Morey & Quinn Wealth Partners, LLC | 0.42% | Add +0.0% | 4,563 | $658K |
| Creative Planning | 0.00% | Add +1.1% | 4,552 | $657K |
| Balboa Wealth Partners | 0.09% | New | 4,520 | $652K |
| Brown Miller Wealth Management, LLC | 0.16% | New | 4,397 | $634K |
| Goldman Sachs Group Inc. | 0.00% | Add +5.7% | 4,393 | $634K |
| Trueblood Wealth Management, LLC | 0.22% | Add +0.3% | 4,378 | $632K |
| Belpointe Asset Management LLC | 0.02% | Reduce -3.9% | 4,352 | $628K |
"% of holder's portfolio" is FYX's weight in each manager's 13F, not the share of First Trust Small Cap Core A the manager owns.