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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+16,67816,678$1.16MQ2 2026Sep 02, 2026
Kingsview Wealth Management, LlcBuy+681+0.6%122,159$8.53MQ2 2026Aug 19, 2026
Royal Bank Of CanadaBuy+25,728+25.4%126,963$8.86MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+20,543+226.5%29,611$2.07MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+19,85419,854$1.39MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,599-37.7%12,558$876.72KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-7,326-6.8%100,999$7.05MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+6,217+3.6%178,000$12.43MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+6,079+96.0%12,412$869.52KQ2 2026Aug 14, 2026
&PartnersBuy+4,6244,624$310.91KQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+3,3183,318$232.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,218+9.2%14,508$1.01MQ2 2026Aug 14, 2026
Two Sigma Investments, LpSell-975-6.3%14,500$1.01MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+416416$28.97KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-126-2.0%6,113$426.77KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcSell-49-1.1%4,387$306.26KQ2 2026Aug 14, 2026
Morgan StanleySell-19,161-9.4%185,118$12.92MQ2 2026Aug 13, 2026
Ubs Group AgSell-511-1.5%34,123$2.38MQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+2+0.2%819$57.22KQ2 2026Aug 13, 2026
Cetera Investment AdvisersBuy+8,118+13.5%68,397$4.78MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+5,2805,280$368.16KQ2 2026Aug 12, 2026
Stifel Financial CorpSell-2,625-21.4%9,614$671.19KQ2 2026Aug 12, 2026
Baird Financial Group, Inc.Buy+500+7.5%7,164$500.14KQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-145-2.8%5,093$355.56KQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+1515$1.05KQ2 2026Aug 12, 2026
Tower Research Capital Llc (Trc)Buy+4,066+340.5%5,260$367.22KQ2 2026Aug 11, 2026
Advisory Alpha, LlcBuy+22+0.4%5,013$349.99KQ2 2026Aug 11, 2026
Proactive Wealth Strategies LlcSell-3,256-2.7%119,349$8.33MQ2 2026Aug 10, 2026
Advisory Advocates, LlcBuy+1+0.0%4,704$328.42KQ2 2026Aug 10, 2026
Lpl Financial LlcBuy+40,492+18.4%260,096$18.16MQ2 2026Aug 07, 2026
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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.