FIRST TRUST SMALL CAP VAL (FYT) Institutional Ownership Changes & 13F Activity
FIRST TRUST SMALL CAP VAL (FYT). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Royal Bank Of Canada, Goldman Sachs Group Inc, Ifg Advisory, Llc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +16,678 | — | 16,678 | $1.16M | Q2 2026 | Sep 02, 2026 |
| Kingsview Wealth Management, Llc | Buy | +681 | +0.6% | 122,159 | $8.53M | Q2 2026 | Aug 19, 2026 |
| Royal Bank Of Canada | Buy | +25,728 | +25.4% | 126,963 | $8.86M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +20,543 | +226.5% | 29,611 | $2.07M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +19,854 | — | 19,854 | $1.39M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -7,599 | -37.7% | 12,558 | $876.72K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -7,326 | -6.8% | 100,999 | $7.05M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +6,217 | +3.6% | 178,000 | $12.43M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +6,079 | +96.0% | 12,412 | $869.52K | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +4,624 | — | 4,624 | $310.91K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +3,318 | — | 3,318 | $232.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,218 | +9.2% | 14,508 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Sell | -975 | -6.3% | 14,500 | $1.01M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +416 | — | 416 | $28.97K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -126 | -2.0% | 6,113 | $426.77K | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Sell | -49 | -1.1% | 4,387 | $306.26K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -19,161 | -9.4% | 185,118 | $12.92M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Sell | -511 | -1.5% | 34,123 | $2.38M | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | Buy | +2 | +0.2% | 819 | $57.22K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +8,118 | +13.5% | 68,397 | $4.78M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +5,280 | — | 5,280 | $368.16K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Sell | -2,625 | -21.4% | 9,614 | $671.19K | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | Buy | +500 | +7.5% | 7,164 | $500.14K | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -145 | -2.8% | 5,093 | $355.56K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +15 | — | 15 | $1.05K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +4,066 | +340.5% | 5,260 | $367.22K | Q2 2026 | Aug 11, 2026 |
| Advisory Alpha, Llc | Buy | +22 | +0.4% | 5,013 | $349.99K | Q2 2026 | Aug 11, 2026 |
| Proactive Wealth Strategies Llc | Sell | -3,256 | -2.7% | 119,349 | $8.33M | Q2 2026 | Aug 10, 2026 |
| Advisory Advocates, Llc | Buy | +1 | +0.0% | 4,704 | $328.42K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +40,492 | +18.4% | 260,096 | $18.16M | Q2 2026 | Aug 07, 2026 |
Frequently asked questions about FYT activity
Which institutional owners are buying FYT?
Institutional owners buying FYT include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FYT activity?
"Buy" means an investor increased their reported position in FYT compared to the prior reporting period. This reflects growing exposure to FIRST TRUST SMALL CAP VAL (FYT) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FYT increasing?
Institutional interest in FYT can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.