First Trust Small Cap Core AFYXETF
13F holders, Q2 2025 (June 30)159holders
16new positions
17sold out
1famous investor
$97.36avg. 13F price*
At the end of Q2 2025, 159 institutions reported holding First Trust Small Cap Core A (FYX) in their 13F filings, unchanged from Q1 2025. 16 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($61.7M), LPL Financial LLC ($60.6M) and Wells Fargo & Company ($56.1M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $9.2M |
| Exits | 17 | $10.0M |
All 13F filers, Q1 2025 → Q2 2025: 486,003 shares bought and 994,322 shares sold, net −508,319 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Morgan Stanley | 0.00% | Reduce -17.5% | 633,942 | $61.7M |
| LPL Financial LLC | 0.02% | Add +3.4% | 623,257 | $60.6M |
| Wells Fargo & Company | 0.01% | Reduce -8.5% | 576,653 | $56.1M |
| Royal Bank of Canada | 0.01% | Add +23.7% | 466,804 | $45.4M |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 408,888 | $39.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.3% | 361,632 | $35.2M |
| UBS Group AG | 0.00% | Add +5.7% | 214,556 | $20.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +183.0% | 168,836 | $16.4M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -43.6% | 141,628 | $13.8M |
| Cetera Investment Advisers | 0.02% | Reduce -4.6% | 133,400 | $13.0M |
| Baird Financial Group, Inc. | 0.02% | Add +12.4% | 94,701 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -38.5% | 87,390 | $8.5M |
| Chicago Partners Investment Group LLC | 0.21% | Reduce -0.9% | 69,615 | $7.1M |
| Concurrent Investment Advisors, LLC | 0.13% | New | 70,057 | $6.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -24.5% | 66,937 | $6.5M |
| Geneos Wealth Management Inc. | 0.16% | Add +315.2% | 66,693 | $6.5M |
| Osaic Holdings, Inc. | 0.01% | Add +10.8% | 62,361 | $6.1M |
| Wealth Alliance Advisory Group, LLC | 1.15% | Add +4.0% | 62,227 | $6.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -2.2% | 61,944 | $6.0M |
| Genesee Capital Advisors, LLC | 2.62% | Add +2.5% | 60,083 | $5.8M |
| Lakeridge Wealth Management LLC | 2.34% | Add +358.7% | 52,221 | $5.1M |
| Hapanowicz & Associates Financial Services, Inc | 2.33% | Reduce -32.5% | 47,473 | $4.6M |
| D.A. Davidson & Co. | 0.03% | Add +0.0% | 45,415 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -11.3% | 42,735 | $4.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -68.4% | 42,554 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.3% | 40,582 | $3.9M |
| Mainsail Financial Group, LLC | 1.76% | Add +2.5% | 38,555 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.3% | 37,219 | $3.6M |
| MTM Investment Management, LLC | 1.15% | Add +3.6% | 35,223 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.42% | Add +14.5% | 33,271 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.0% | 31,693 | $3.2M |
| Regal Investment Advisors LLC | 0.23% | Reduce -2.7% | 30,921 | $3.0M |
| Silver Oak Securities, Incorporated | 0.25% | Add +1.7% | 30,439 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -49.8% | 28,199 | $2.7M |
| Western Wealth Management, LLC | 0.16% | Add +2.6% | 27,752 | $2.7M |
| Park National Corp. | 0.09% | Reduce -25.8% | 27,044 | $2.6M |
| Comerica Bank | 0.01% | Reduce -0.1% | 24,876 | $2.4M |
| Virtu Financial LLC | 0.12% | Add +3.6% | 23,187 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -30.0% | 22,778 | $2.2M |
| Flow Traders U.S. LLC | 0.08% | Add +457.1% | 22,680 | $2.2M |
| IFG Advisory, LLC | 0.11% | Reduce -49.9% | 21,552 | $2.1M |
| City Holding Co. | 0.27% | Add +15.0% | 21,223 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.1% | 18,561 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.7% | 18,334 | $1.8M |
| Citadel Advisors | 0.00% | Reduce -66.1% | 16,552 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +4.6% | 16,326 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -23.0% | 15,626 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +6.8% | 15,423 | $1.5M |
| &partners | 0.01% | Add +167.7% | 15,166 | $1.5M |
| Milestones Private Investment Advisors LLC | 1.06% | — | 14,652 | $1.4M |
| Three Seasons Wealth, LLC | 0.16% | Reduce -4.0% | 14,638 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -1.5% | 13,647 | $1.3M |
| Keystone Financial Group | 0.12% | Reduce -3.8% | 13,461 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -0.7% | 12,769 | $1.2M |
| Truist Financial Corp. | 0.00% | Reduce -2.3% | 12,577 | $1.2M |
| ARS Wealth Advisors Group, LLC | 0.14% | Add +0.0% | 12,476 | $1.2M |
| Perennial Investment Advisors, LLC | 0.11% | Reduce -34.8% | 11,864 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.3% | 9,601 | $934K |
| Triumph Capital Management | 0.25% | Add +32.6% | 8,526 | $829K |
| Potentia Wealth | 0.46% | Reduce -19.3% | 8,344 | $812K |
| Daymark Wealth Partners, LLC | 0.03% | Reduce -3.8% | 7,723 | $751K |
| TCFG Wealth Management, LLC | 0.33% | Reduce -4.0% | 7,450 | $725K |
| Root Financial Partners, LLC | 0.06% | Reduce -10.4% | 6,620 | $644K |
| Principal Securities, Inc. | 0.01% | Add +6.9% | 6,426 | $625K |
| Captrust Financial Advisors | 0.00% | Add +2.5% | 6,321 | $615K |
| Maridea Wealth Management LLC | 0.16% | New | 6,209 | $604K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +9.7% | 6,134 | $597K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,889 | $573K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -5.4% | 5,760 | $560K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 5,646 | $549K |
| KPP Advisory Services LLC | 0.09% | No change | 5,621 | $547K |
| Old Mission Capital LLC | 0.01% | Reduce -67.5% | 5,516 | $537K |
| Stephens Inc. | 0.01% | No change | 5,500 | $535K |
| Keystone Wealth Services, LLC | 0.12% | Reduce -12.9% | 5,258 | $511K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 5,058 | $492K |
| DHJJ Financial Advisors, Ltd. | 0.17% | No change | 4,814 | $468K |
| Morey & Quinn Wealth Partners, LLC | 0.37% | No change | 4,793 | $466K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -12.7% | 4,695 | $457K |
| Atlas Legacy Advisors, LLC | 0.10% | Add +94.9% | 4,682 | $455K |
| US Bancorp \de | 0.00% | Reduce -4.9% | 4,680 | $455K |
| Independent Wealth Network Inc. | 0.17% | Add +1.6% | 4,650 | $452K |
| Main Line Retirement Advisors, LLC | 0.25% | Reduce -96.0% | 4,551 | $443K |
| Creative Planning | 0.00% | Reduce -10.8% | 4,447 | $433K |
| Northeast Financial Consultants Inc | 0.02% | No change | 4,400 | $428K |
| Trueblood Wealth Management, LLC | 0.18% | Add +0.1% | 4,390 | $427K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.0% | 4,348 | $423K |
| Solano Wealth Investment Advisors LLC | 0.22% | No change | 4,337 | $422K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.1% | 4,145 | $403K |
| Citigroup Inc. | 0.00% | New | 3,867 | $376K |
| Independent Financial Group, LLC | 0.01% | Reduce -5.5% | 3,809 | $371K |
| Arkadios Wealth Advisors | 0.01% | Add +7.6% | 3,638 | $354K |
| Coppell Advisory Solutions LLC | 0.04% | Reduce -0.2% | 3,638 | $352K |
| Two Sigma Investments, LP | 0.00% | Reduce -59.5% | 3,600 | $350K |
| Synovus Financial Corp. | 0.00% | Reduce -8.5% | 3,553 | $346K |
| HM Payson & Co. | 0.01% | No change | 3,540 | $344K |
| Element Wealth, LLC | 0.16% | No change | 3,528 | $343K |
| Mariner, LLC | 0.00% | No change | 3,518 | $342K |
| Private Trust Co. NA | 0.03% | Add +3.6% | 3,080 | $300K |
| QTR Family Wealth, LLC | 0.18% | Add +4.6% | 3,012 | $293K |
| TFG Advisers LLC | 0.10% | Reduce -13.3% | 3,002 | $292K |
"% 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.