FIRST TRUST SMALL CAP CORE A (FYX) Institutional Shareholders
FIRST TRUST SMALL CAP CORE A (FYX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $722.65M in FYX holdings during the latest filing period.
Royal Bank Of Canada is currently the largest disclosed institutional shareholder of FYX tracked by InsiderSet, reporting ownership valued at approximately $84.55M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $100.48M, representing an estimated gain of +18.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 66% of the total disclosed FYX value among the investors covered in this analysis. Major shareholders include Royal Bank Of Canada, Morgan Stanley, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in FIRST TRUST SMALL CAP CORE A (FYX).
This page ranks the largest institutional FYX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
198
Total Reported Value
$722.65M
Largest Holder
Royal Bank Of Canada
Largest Position
$84.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Royal Bank Of Canada | 0.02% | 708,400 | $84,550,000 | $100,478,039 | +$15,928,039 | +18.84% | |
| Morgan Stanley | 0.00% | 652,809 | $77,915,946 | $92,593,123 | +$14,677,177 | +18.84% | |
| Lpl Financial Llc | 0.02% | 612,053 | $73,051,372 | $86,812,373 | +$13,761,001 | +18.84% | |
| Wells Fargo & Company/Mn | 0.01% | 544,360 | $64,971,834 | $77,210,934 | +$12,239,100 | +18.84% | |
| Raymond James Financial Inc | 0.02% | 413,853 | $49,395,256 | $58,700,082 | +$9,304,826 | +18.84% | |
| Bank Of America Corp | 0.00% | 371,540 | $44,344,927 | $52,698,491 | +$8,353,564 | +18.84% | |
| Ubs Group Ag | 0.01% | 304,621 | $36,358,040 | $43,206,833 | +$6,848,793 | +18.84% | |
| Concurrent Investment Advisors, Llc | 0.13% | 107,601 | $15,526,404 | $15,261,911 | -$264,493 | -1.70% | |
| Cetera Investment Advisers | 0.02% | 128,909 | $15,385,883 | $18,284,195 | +$2,898,312 | +18.84% | |
| Envestnet Asset Management Inc | 0.00% | 101,266 | $14,612,367 | $14,363,367 | -$249,000 | -1.70% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 116,881 | $13,950,247 | $16,578,167 | +$2,627,920 | +18.84% | |
| Crusonia Wealth Advisors Llc | 1.74% | 73,453 | $10,599,088 | $10,418,427 | -$180,661 | -1.70% | |
| Chicago Partners Investment Group Llc | 0.20% | 71,639 | $10,071,477 | $10,161,132 | +$89,655 | +0.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 64,962 | $9,373,850 | $9,214,080 | -$159,770 | -1.70% | |
| Wealth Alliance Advisory Group, Llc | 1.24% | 59,310 | $8,558,225 | $8,412,412 | -$145,813 | -1.70% | |
| Genesee Capital Advisors, Llc | 3.38% | 67,676 | $8,077,413 | $9,599,028 | +$1,521,615 | +18.84% | |
| Per Stirling Capital Management, Llc. | 0.86% | 65,529 | $7,821,155 | $9,294,502 | +$1,473,347 | +18.84% | |
| Kestra Advisory Services, Llc | 0.02% | 50,485 | $7,284,754 | $7,160,691 | -$124,063 | -1.70% | |
| D.A. Davidson & Co. | 0.04% | 48,579 | $7,009,853 | $6,890,348 | -$119,505 | -1.70% | |
| Mainsail Financial Group, Llc | 2.19% | 44,673 | $6,446,195 | $6,336,329 | -$109,866 | -1.70% | |
| Geneos Wealth Management Inc. | 0.15% | 52,376 | $6,251,118 | $7,428,907 | +$1,177,789 | +18.84% | |
| Hapanowicz & Associates Financial Services, Inc | 1.87% | 41,586 | $6,000,789 | $5,898,475 | -$102,314 | -1.71% | |
| Mtm Investment Management, Llc | 1.51% | 36,765 | $5,305,091 | $5,214,674 | -$90,417 | -1.70% | |
| Osaic Holdings, Inc. | 0.01% | 44,365 | $5,304,939 | $6,292,643 | +$987,704 | +18.62% | |
| City Holding Co | 0.58% | 35,861 | $5,173,987 | $5,086,453 | -$87,534 | -1.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 32,310 | $4,560,333 | $4,582,786 | +$22,453 | +0.49% | |
| Stifel Financial Corp | 0.00% | 37,729 | $4,503,763 | $5,351,406 | +$847,643 | +18.82% | |
| Hightower Advisors, Llc | 0.00% | 36,855 | $4,398,813 | $5,227,439 | +$828,626 | +18.84% | |
| Troutman Wealth Management, Llc | 3.20% | 32,141 | $3,836,150 | $4,558,815 | +$722,665 | +18.84% | |
| Baird Financial Group, Inc. | 0.01% | 30,988 | $3,698,560 | $4,395,276 | +$696,716 | +18.84% | |
| Regal Investment Advisors Llc | 0.21% | 30,518 | $3,642,515 | $4,328,612 | +$686,097 | +18.84% | |
| Citadel Advisors Llc | 0.00% | 29,576 | $3,530,032 | $4,195,001 | +$664,969 | +18.84% | |
| Western Wealth Management, Llc | 0.13% | 29,514 | $3,522,601 | $4,186,207 | +$663,606 | +18.84% | |
| Mml Investors Services, Llc | 0.01% | 27,439 | $3,274,973 | $3,891,893 | +$616,920 | +18.84% | |
| Park National Corp | 0.09% | 22,571 | $3,256,921 | $3,201,425 | -$55,496 | -1.70% | |
| Cwm, Llc | 0.01% | 25,841 | $3,084,208 | $3,665,236 | +$581,028 | +18.84% | |
| Jones Financial Companies Lllp | 0.00% | 25,310 | $2,974,875 | $3,589,920 | +$615,045 | +20.67% | |
| Jane Street Group, Llc | 0.00% | 22,465 | $2,681,301 | $3,186,391 | +$505,090 | +18.84% | |
| Fifth Third Bancorp | 0.00% | 22,002 | $2,626,051 | $3,120,720 | +$494,669 | +18.84% | |
| Mercer Global Advisors Inc | 0.00% | 20,673 | $2,467,418 | $2,932,217 | +$464,799 | +18.84% | |
| Lakeridge Wealth Management Llc | 0.80% | 15,072 | $2,174,863 | $2,137,782 | -$37,081 | -1.70% | |
| Sanctuary Advisors, Llc | 0.01% | 17,923 | $2,139,211 | $2,542,162 | +$402,951 | +18.84% | |
| Private Advisor Group, Llc | 0.01% | 13,691 | $1,975,556 | $1,941,904 | -$33,652 | -1.70% | |
| Catalyst Investment Management Llc | 2.16% | 14,839 | $1,953,020 | $2,104,734 | +$151,714 | +7.77% | |
| Equitable Holdings, Inc. | 0.01% | 16,015 | $1,811,956 | $2,271,536 | +$459,580 | +25.36% | |
| Truist Financial Corp | 0.00% | 11,748 | $1,695,249 | $1,666,313 | -$28,936 | -1.71% | |
| &Partners | 0.01% | 14,110 | $1,684,033 | $2,001,334 | +$317,301 | +18.84% | |
| B. Riley Wealth Advisors, Inc. | 0.09% | 11,692 | $1,675,617 | $1,658,370 | -$17,247 | -1.03% | |
| Rfg Advisory, Llc | 0.03% | 11,459 | $1,653,555 | $1,625,322 | -$28,233 | -1.71% | |
| Keystone Financial Group | 0.10% | 11,156 | $1,609,724 | $1,582,345 | -$27,379 | -1.70% |
Frequently asked questions about FYX
Who owns the most FYX stock?
The largest holders of FYX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST SMALL CAP CORE A (FYX).
Is FYX widely held by superinvestors?
Many widely followed stocks like FYX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FYX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.