FIRST TRUST SMALL CAP CORE A (FYX) Institutional Ownership Changes & 13F Activity

FIRST TRUST SMALL CAP CORE A (FYX). 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 Wells Fargo & Company/Mn, Fwg Holdings, Llc, Citadel Advisors Llc, Raymond James Financial Inc, and Ifg Advisory, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-35-0.5%6,978$1.01MQ2 2026Sep 09, 2026
Citadel Advisors LlcSell-27,245-92.1%2,331$336.36KQ2 2026Sep 02, 2026
Mercer Global Advisors IncSell-11,144-53.9%9,529$1.38MQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+6,091+38.0%22,106$3.19MQ2 2026Aug 17, 2026
Jefferies Financial Group Inc.Buy+5+0.3%1,724$248.82KQ2 2026Aug 17, 2026
Wells Fargo & Company/MnBuy+170,920+31.4%715,280$103.21MQ2 2026Aug 14, 2026
Fwg Holdings, LlcBuy+48,614+2099.1%50,930$7.20MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+21,755+5.3%435,608$62.86MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+21,378+15604.4%21,515$3.10MQ2 2026Aug 14, 2026
Jane Street Group, LlcSell-20,218-90.0%2,247$324.24KQ2 2026Aug 14, 2026
Bank Of America CorpSell-14,135-3.8%357,405$51.57MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+13,300+237.5%18,900$2.73MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+11,030+43.6%36,340$5.19MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+8,1168,116$1.17MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-7,029-57.8%5,124$739.38KQ2 2026Aug 14, 2026
&PartnersBuy+5,959+42.2%20,069$2.90MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-4,317-0.6%704,083$101.60MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+3,5003,500$505.03KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+3,3463,346$482.82KQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2,3332,333$336.61KQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+1,9991,999$288.45KQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+1,4641,464$211.25KQ2 2026Aug 14, 2026
Per Stirling Capital Management, Llc.Buy+1,183+1.8%66,712$9.63MQ2 2026Aug 14, 2026
Regal Investment Advisors LlcSell-535-1.8%29,983$4.33MQ2 2026Aug 14, 2026
Ameriflex Group, Inc.Buy+530530$76.48KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-397-17.7%1,846$266.44KQ2 2026Aug 14, 2026
Perennial Investment Advisors, LlcSell-313-4.8%6,196$893.97KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+236+5.7%4,393$633.89KQ2 2026Aug 14, 2026
Western Wealth Management, LlcBuy+83+0.3%29,597$4.27MQ2 2026Aug 14, 2026
Element Wealth, LlcSell-45-1.3%3,414$492.63KQ2 2026Aug 14, 2026
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Frequently asked questions about FYX activity

  • Which institutional owners are buying FYX?

    Institutional owners buying FYX 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 FYX activity?

    "Buy" means an investor increased their reported position in FYX compared to the prior reporting period. This reflects growing exposure to FIRST TRUST SMALL CAP CORE A (FYX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FYX increasing?

    Institutional interest in FYX 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.