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 $959.21M in FYX holdings during the latest filing period.
Wells Fargo & Company/Mn is currently the largest disclosed institutional shareholder of FYX tracked by InsiderSet, reporting ownership valued at approximately $103.21M in its June 30, 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 $99.22M, representing an estimated loss of -3.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed FYX value among the investors covered in this analysis. Major shareholders include Wells Fargo & Company/Mn, Royal Bank Of Canada, 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
201
Total Reported Value
$959.21M
Largest Holder
Wells Fargo & Company/Mn
Largest Position
$103.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | 0.02% | 715,280 | $103,212,568 | $99,223,355 | -$3,989,213 | -3.87% | |
| Royal Bank Of Canada | 0.02% | 704,083 | $101,597,000 | $97,670,112 | -$3,926,888 | -3.87% | |
| Lpl Financial Llc | 0.02% | 683,900 | $98,684,458 | $94,870,334 | -$3,814,124 | -3.86% | |
| Morgan Stanley | 0.01% | 678,078 | $97,844,710 | $94,062,709 | -$3,782,001 | -3.87% | |
| Raymond James Financial Inc | 0.02% | 435,608 | $62,856,884 | $60,427,368 | -$2,429,516 | -3.87% | |
| Ubs Group Ag | 0.01% | 421,883 | $60,876,451 | $58,523,441 | -$2,353,010 | -3.87% | |
| Bank Of America Corp | 0.00% | 357,405 | $51,572,237 | $49,579,079 | -$1,993,158 | -3.86% | |
| Janney Montgomery Scott Llc | 0.07% | 263,066 | $37,960,000 | $36,492,410 | -$1,467,590 | -3.87% | |
| Genesee Capital Advisors, Llc | 7.45% | 163,889 | $23,648,602 | $22,734,617 | -$913,985 | -3.86% | |
| Cetera Investment Advisers | 0.02% | 151,913 | $21,920,535 | $21,073,311 | -$847,224 | -3.86% | |
| Concurrent Investment Advisors, Llc | 0.13% | 107,601 | $15,526,404 | $14,926,368 | -$600,036 | -3.86% | |
| Envestnet Asset Management Inc | 0.00% | 101,266 | $14,612,367 | $14,047,579 | -$564,788 | -3.87% | |
| Crusonia Wealth Advisors Llc | 1.74% | 73,453 | $10,599,088 | $10,189,371 | -$409,717 | -3.87% | |
| Chicago Partners Investment Group Llc | 0.20% | 71,639 | $10,071,477 | $9,937,733 | -$133,744 | -1.33% | |
| Per Stirling Capital Management, Llc. | 0.92% | 66,712 | $9,626,285 | $9,254,262 | -$372,023 | -3.86% | |
| Commonwealth Equity Services, Llc | 0.01% | 64,962 | $9,373,850 | $9,011,503 | -$362,347 | -3.87% | |
| Wealth Alliance Advisory Group, Llc | 1.24% | 59,310 | $8,558,225 | $8,227,459 | -$330,766 | -3.86% | |
| Stifel Financial Corp | 0.01% | 54,429 | $7,854,243 | $7,550,369 | -$303,874 | -3.87% | |
| Geneos Wealth Management Inc. | 0.16% | 53,610 | $7,735,992 | $7,436,758 | -$299,234 | -3.87% | |
| Kestra Advisory Services, Llc | 0.02% | 50,485 | $7,284,754 | $7,003,259 | -$281,495 | -3.86% | |
| Fwg Holdings, Llc | 2.50% | 50,930 | $7,197,221 | $7,064,989 | -$132,232 | -1.84% | |
| D.A. Davidson & Co. | 0.04% | 48,579 | $7,009,853 | $6,738,859 | -$270,994 | -3.87% | |
| Mainsail Financial Group, Llc | 2.19% | 44,673 | $6,446,195 | $6,197,021 | -$249,174 | -3.87% | |
| Osaic Holdings, Inc. | 0.01% | 44,404 | $6,420,291 | $6,159,705 | -$260,586 | -4.06% | |
| Hapanowicz & Associates Financial Services, Inc | 1.87% | 41,586 | $6,000,789 | $5,768,793 | -$231,996 | -3.87% | |
| Jpmorgan Chase & Co | 0.00% | 37,178 | $5,328,224 | $5,157,317 | -$170,907 | -3.21% | |
| Mtm Investment Management, Llc | 1.51% | 36,765 | $5,305,091 | $5,100,026 | -$205,065 | -3.87% | |
| Jones Financial Companies Lllp | 0.00% | 36,340 | $5,194,816 | $5,041,070 | -$153,746 | -2.96% | |
| City Holding Co | 0.58% | 35,861 | $5,173,987 | $4,974,624 | -$199,363 | -3.85% | |
| Arrow Investment Advisors, Llc | 4.53% | 32,447 | $4,681,995 | $4,501,035 | -$180,960 | -3.87% | |
| Troutman Wealth Management, Llc | 3.55% | 31,950 | $4,610,213 | $4,432,091 | -$178,122 | -3.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 32,310 | $4,560,333 | $4,482,030 | -$78,303 | -1.72% | |
| Baird Financial Group, Inc. | 0.01% | 30,593 | $4,414,469 | $4,243,849 | -$170,620 | -3.87% | |
| Harbour Investments, Inc. | 0.06% | 30,029 | $4,333,037 | $4,165,611 | -$167,426 | -3.86% | |
| Regal Investment Advisors Llc | 0.22% | 29,983 | $4,326,513 | $4,159,230 | -$167,283 | -3.87% | |
| Mml Investors Services, Llc | 0.01% | 29,812 | $4,301,794 | $4,135,509 | -$166,285 | -3.87% | |
| Western Wealth Management, Llc | 0.14% | 29,597 | $4,270,749 | $4,105,684 | -$165,065 | -3.87% | |
| Roman Butler Fullerton & Co | 0.81% | 24,128 | $3,397,138 | $3,347,027 | -$50,111 | -1.48% | |
| Park National Corp | 0.09% | 22,571 | $3,256,921 | $3,131,040 | -$125,881 | -3.87% | |
| Equitable Holdings, Inc. | 0.02% | 22,106 | $3,189,769 | $3,066,535 | -$123,234 | -3.86% | |
| Arkadios Wealth Advisors | 0.05% | 21,714 | $3,133,244 | $3,012,157 | -$121,087 | -3.86% | |
| Fifth Third Bancorp | 0.01% | 21,620 | $3,119,658 | $2,999,118 | -$120,540 | -3.86% | |
| Ifg Advisory, Llc | 0.11% | 21,515 | $3,104,597 | $2,984,552 | -$120,045 | -3.87% | |
| Cwm, Llc | 0.01% | 25,841 | $3,084,208 | $3,584,653 | +$500,445 | +16.23% | |
| &Partners | 0.01% | 20,069 | $2,895,905 | $2,783,964 | -$111,941 | -3.87% | |
| Two Sigma Investments, Lp | 0.00% | 18,900 | $2,727,208 | $2,621,800 | -$105,408 | -3.87% | |
| Sanctuary Advisors, Llc | 0.01% | 17,823 | $2,571,823 | $2,472,399 | -$99,424 | -3.87% | |
| Catalyst Investment Management Llc | 2.30% | 17,580 | $2,536,736 | $2,438,691 | -$98,045 | -3.87% | |
| Lakeridge Wealth Management Llc | 0.80% | 15,072 | $2,174,863 | $2,090,782 | -$84,081 | -3.87% | |
| Private Advisor Group, Llc | 0.01% | 13,691 | $1,975,556 | $1,899,210 | -$76,346 | -3.86% |
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.