First Trust Small Cap Value Fund(FYT)

$70.27—

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First Trust Small Cap Value Fund(FYT)

NASDAQ

$70.27—

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FYT(FYT)

FYT

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

Institutional Ownership

Top 93 Institutional Holders

Holder	Shares	Date	Change	% Held
LPL Financial LLC	219.60K	Mar 31, 26	+1.47K	8.78%
MORGAN STANLEY	204.28K	Mar 31, 26	-18.31K	8.16%
Cambridge Investment Research Advisors, Inc.	194.46K	Mar 31, 26	+177.38K	7.77%
WELLS FARGO & COMPANY/MN	171.78K	Mar 31, 26	-11.22K	6.87%
Proactive Wealth Strategies LLC	122.61K	Mar 31, 26	+59.93K	4.90%
Kingsview Wealth Management, LLC	121.48K	Mar 31, 26	-8.46K	4.85%
RAYMOND JAMES FINANCIAL INC	108.33K	Mar 31, 26	+59.48K	4.33%
ROYAL BANK OF CANADA	101.23K	Mar 31, 26	-5.32K	4.05%
Cetera Investment Advisers	60.28K	Mar 31, 26	+4.27K	2.41%
TRUIST FINANCIAL CORP	47.75K	Mar 31, 26	-370	1.91%
ENVESTNET ASSET MANAGEMENT INC	43.42K	Mar 31, 26	-70	1.74%
COMMONWEALTH EQUITY SERVICES, LLC	35.38K	Mar 31, 26	+4.11K	1.41%
UBS Group AG	34.63K	Mar 31, 26	-787	1.38%
Kestra Advisory Services, LLC	33.52K	Mar 31, 26	+1.24K	1.34%
Gateway Wealth Partners, LLC	24.63K	Mar 31, 26	+12.49K	0.98%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	20.16K	Mar 31, 26	+15.34K	0.81%
NWAM LLC	20.09K	Mar 31, 26	+20.09K	0.80%
TWO SIGMA INVESTMENTS, LP	15.47K	Mar 31, 26	+15.47K	0.62%
ADVISOR GROUP HOLDINGS, INC.	13.29K	Mar 31, 26	-608	0.53%
STIFEL FINANCIAL CORP	12.24K	Mar 31, 26	+1.79K	0.49%
Pinnacle Bancorp, Inc.	12.21K	Mar 31, 26	-1.20K	0.49%
GOLDMAN SACHS GROUP INC	9.07K	Mar 31, 26	+47	0.36%
TCFG WEALTH MANAGEMENT, LLC	9.03K	Mar 31, 26	+16	0.36%
Chicago Partners Investment Group LLC	8.78K	Mar 31, 26	+10	0.35%
MML INVESTORS SERVICES, LLC	7.63K	Mar 31, 26	+1.91K	0.30%
Baird Financial Group, Inc.	6.66K	Mar 31, 26	+6.66K	0.27%
Private Advisor Group, LLC	6.58K	Mar 31, 26	-164	0.26%
JONES FINANCIAL COMPANIES LLLP	6.33K	Mar 31, 26	+238	0.25%
Waverly Advisors, LLC	6.24K	Mar 31, 26	+35	0.25%
JPMORGAN CHASE & CO	5.99K	Mar 31, 26	+2.87K	0.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5.45K	Mar 31, 26	-2.13K	0.22%
HARBOUR INVESTMENTS, INC.	5.24K	Mar 31, 26	-241	0.21%
Advisory Alpha, LLC	4.99K	Mar 31, 26	+16	0.20%
Prasad Wealth Partners, LLC	4.37K	Mar 31, 26	-156	0.17%
Janney Montgomery Scott LLC	3.73K	Mar 31, 26	+196	0.15%
Buckingham Strategic Partners	3.66K	Mar 31, 26	--	0.15%
NORTHWEST WEALTH MANAGEMENT, LLC	3.66K	Mar 31, 26	--	0.15%
LEVEL FOUR ADVISORY SERVICES, LLC	3.59K	Mar 31, 26	--	0.14%
CI Private Wealth, LLC	3.56K	Mar 31, 26	--	0.14%
Wagner Wealth Management, LLC	3.38K	Mar 31, 26	+11	0.14%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	3.27K	Mar 31, 26	-3.17K	0.13%
Private Wealth Asset Management, LLC	3.10K	Mar 31, 26	--	0.12%
Founders Financial Alliance, LLC	2.87K	Mar 31, 26	+2.87K	0.11%
Capital Analysts, LLC	1.97K	Mar 31, 26	--	0.08%
CREATIVE FINANCIAL DESIGNS INC /ADV	1.48K	Mar 31, 26	-31	0.06%
GAMMA Investing LLC	1.26K	Mar 31, 26	--	0.05%
Tower Research Capital LLC (TRC)	1.19K	Mar 31, 26	-32.43K	0.05%
Accordant Advisory Group Inc	1.00K	Mar 31, 26	--	0.04%
Western Wealth Management, LLC	964	Mar 31, 26	+964	0.04%
FMR LLC	867	Mar 31, 26	+500	0.03%
Rockefeller Capital Management L.P.	817	Mar 31, 26	+3	0.03%
Sound Income Strategies, LLC	722	Mar 31, 26	--	0.03%
MTM Investment Management, LLC	605	Mar 31, 26	--	0.02%
TRUST CO OF TOLEDO NA /OH/	494	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	250	Mar 31, 26	--	0.01%
PNC FINANCIAL SERVICES GROUP, INC.	206	Mar 31, 26	--	0.01%
BANK OF MONTREAL /CAN/	189	Mar 31, 26	+189	0.01%
NBC SECURITIES, INC.	187	Mar 31, 26	--	0.01%
US BANCORP \DE\	140	Mar 31, 26	-31.13K	0.01%
IFP Advisors, Inc	59	Mar 31, 26	--	0.00%
Spire Wealth Management	39	Mar 31, 26	-38	0.00%
Merkkuri Wealth Advisors LLC	12	Mar 31, 26	+12	0.00%
Transamerica Financial Advisors, Inc.	12	Mar 31, 26	--	0.00%
Belpointe Asset Management LLC	--	Mar 31, 26	-14.36K	--
Cranbrook Wealth Management, LLC	--	Mar 31, 26	-1.82K	--
Blueprint Financial Advisors LLC	--	Mar 31, 26	-230.42K	--
Blueprint Investment Partners LLC	--	Mar 31, 26	-230.42K	--
Global Retirement Partners, LLC	148	Dec 31, 25	--	0.01%
Atria Wealth Solutions, Inc.	12.92K	Jun 30, 25	-164	0.52%
AVANTAX ADVISORY SERVICES, INC.	12.52K	Jun 30, 25	-1.75K	0.50%
Raymond James Financial Services Advisors, Inc.	40.64K	Sep 30, 24	+413	1.62%
RAYMOND JAMES & ASSOCIATES	16.88K	Sep 30, 24	-62.78K	0.67%
M&R CAPITAL MANAGEMENT INC	7.72K	Sep 30, 24	--	0.31%
9258 Wealth Management, LLC	4.38K	Sep 30, 24	+273	0.17%
BENJAMIN F. EDWARDS & COMPANY, INC.	87.03K	Jun 30, 24	+3.90K	3.48%
Retirement Group, LLC	25	Mar 31, 24	--	0.00%
Simplicity Solutions, LLC	273.56K	Dec 31, 23	+996	10.93%
American Portfolios Advisors	100	Sep 30, 22	--	0.00%
Advisor Group, Inc.	13.20K	Dec 31, 19	-2.46K	0.53%
LADENBURG THALMANN FINANCIAL SERVICES INC.	3.80K	Dec 31, 19	-24.31K	0.15%
BB&T INVESTMENT SERVICES, INC.	319	Dec 31, 17	+319	0.01%
Virtu KCG Holdings LLC	16.59K	Jun 30, 17	+3.62K	0.66%
Commonwealth Equity Services, Inc	7.34K	Jun 30, 17	+1.16K	0.29%
WFG Advisors, LP	2.66K	Jun 30, 17	+50	0.11%
Independent Portfolio Consultants, Inc.	--	Jun 30, 17	-480	--
MSI Financial Services Inc	11.37K	Dec 31, 16	+1.72K	0.45%
VSR Financial Services, Inc.	125.09K	Jun 30, 16	+3.06K	5.00%
SOCIETE GENERALE	5.99K	Jun 30, 16	+5.99K	0.24%
Gupta Wealth Management LLC	2.00K	Mar 31, 16	--	0.08%
J.P. Turner & Co Capital Mnagement, LLC	55.19K	Sep 30, 15	+55.19K	2.21%
MANAGED ACCOUNT ADVISORS LLC	842	Jun 30, 15	+842	0.03%
UBS AG	4.46K	Sep 30, 14	+2.65K	0.18%
STIFEL NICOLAUS & CO INC \MO\	24.56K	Sep 30, 13	+7.62K	0.98%

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Holder

Date

Change

% Held

LPL Financial LLC

219.60K

Mar 31, 26

+1.47K

8.78%

MORGAN STANLEY

204.28K

Mar 31, 26

-18.31K

8.16%

Cambridge Investment Research Advisors, Inc.

194.46K

Mar 31, 26

+177.38K

7.77%

WELLS FARGO & COMPANY/MN

171.78K

Mar 31, 26

-11.22K

6.87%

Proactive Wealth Strategies LLC

122.61K

Mar 31, 26

+59.93K

4.90%

Kingsview Wealth Management, LLC

121.48K

Mar 31, 26

-8.46K

4.85%

RAYMOND JAMES FINANCIAL INC

108.33K

Mar 31, 26

+59.48K

4.33%

ROYAL BANK OF CANADA

101.23K

Mar 31, 26

-5.32K

4.05%

Cetera Investment Advisers

60.28K

Mar 31, 26

+4.27K

2.41%

TRUIST FINANCIAL CORP

47.75K

Mar 31, 26

-370

1.91%

ENVESTNET ASSET MANAGEMENT INC

43.42K

Mar 31, 26

-70

1.74%

COMMONWEALTH EQUITY SERVICES, LLC

35.38K

Mar 31, 26

+4.11K

1.41%

UBS Group AG

34.63K

Mar 31, 26

-787

1.38%

Kestra Advisory Services, LLC

33.52K

Mar 31, 26

+1.24K

1.34%

Gateway Wealth Partners, LLC

24.63K

Mar 31, 26

+12.49K

0.98%

SUSQUEHANNA INTERNATIONAL GROUP, LLP

20.16K

Mar 31, 26

+15.34K

0.81%

NWAM LLC

20.09K

Mar 31, 26

+20.09K

0.80%

TWO SIGMA INVESTMENTS, LP

15.47K

Mar 31, 26

+15.47K

0.62%

ADVISOR GROUP HOLDINGS, INC.

13.29K

Mar 31, 26

-608

0.53%

STIFEL FINANCIAL CORP

12.24K

Mar 31, 26

+1.79K

0.49%

Pinnacle Bancorp, Inc.

12.21K

Mar 31, 26

-1.20K

0.49%

GOLDMAN SACHS GROUP INC

9.07K

Mar 31, 26

+47

0.36%

TCFG WEALTH MANAGEMENT, LLC

9.03K

Mar 31, 26

+16

0.36%

Chicago Partners Investment Group LLC

8.78K

Mar 31, 26

+10

0.35%

MML INVESTORS SERVICES, LLC

7.63K

Mar 31, 26

+1.91K

0.30%

Baird Financial Group, Inc.

6.66K

Mar 31, 26

+6.66K

0.27%

Private Advisor Group, LLC

6.58K

Mar 31, 26

-164

0.26%

JONES FINANCIAL COMPANIES LLLP

6.33K

Mar 31, 26

+238

0.25%

Waverly Advisors, LLC

6.24K

Mar 31, 26

+35

0.25%

JPMORGAN CHASE & CO

5.99K

Mar 31, 26

+2.87K

0.24%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

5.45K

Mar 31, 26

-2.13K

0.22%

HARBOUR INVESTMENTS, INC.

5.24K

Mar 31, 26

-241

0.21%

Advisory Alpha, LLC

4.99K

Mar 31, 26

+16

0.20%

Prasad Wealth Partners, LLC

4.37K

Mar 31, 26

-156

0.17%

Janney Montgomery Scott LLC

3.73K

Mar 31, 26

+196

0.15%

Buckingham Strategic Partners

3.66K

Mar 31, 26

0.15%

NORTHWEST WEALTH MANAGEMENT, LLC

3.66K

Mar 31, 26

0.15%

LEVEL FOUR ADVISORY SERVICES, LLC

3.59K

Mar 31, 26

0.14%

CI Private Wealth, LLC

3.56K

Mar 31, 26

0.14%

Wagner Wealth Management, LLC

3.38K

Mar 31, 26

+11

0.14%

SIGNATURE ESTATE & INVESTMENT ADVISORS LLC

3.27K

Mar 31, 26

-3.17K

0.13%

Private Wealth Asset Management, LLC

3.10K

Mar 31, 26

0.12%

Founders Financial Alliance, LLC

2.87K

Mar 31, 26

+2.87K

0.11%

Capital Analysts, LLC

1.97K

Mar 31, 26

0.08%

CREATIVE FINANCIAL DESIGNS INC /ADV

1.48K

Mar 31, 26

-31

0.06%

GAMMA Investing LLC

1.26K

Mar 31, 26

0.05%

Tower Research Capital LLC (TRC)

1.19K

Mar 31, 26

-32.43K

0.05%

Accordant Advisory Group Inc

1.00K

Mar 31, 26

0.04%

Western Wealth Management, LLC

964

Mar 31, 26

+964

0.04%

FMR LLC

867

Mar 31, 26

+500

0.03%

Rockefeller Capital Management L.P.

817

Mar 31, 26

0.03%

Sound Income Strategies, LLC

722

Mar 31, 26

0.03%

MTM Investment Management, LLC

605

Mar 31, 26

0.02%

TRUST CO OF TOLEDO NA /OH/

494

Mar 31, 26

0.02%

Sunbelt Securities, Inc.

250

Mar 31, 26

0.01%

PNC FINANCIAL SERVICES GROUP, INC.

206

Mar 31, 26

0.01%

BANK OF MONTREAL /CAN/

189

Mar 31, 26

+189

0.01%

NBC SECURITIES, INC.

187

Mar 31, 26

0.01%

US BANCORP \DE\

140

Mar 31, 26

-31.13K

0.01%

IFP Advisors, Inc

Mar 31, 26

0.00%

Spire Wealth Management

Mar 31, 26

-38

0.00%

Merkkuri Wealth Advisors LLC

Mar 31, 26

+12

0.00%

Transamerica Financial Advisors, Inc.

Mar 31, 26

0.00%

Belpointe Asset Management LLC

Mar 31, 26

-14.36K

Cranbrook Wealth Management, LLC

Mar 31, 26

-1.82K

Blueprint Financial Advisors LLC

Mar 31, 26

-230.42K

Blueprint Investment Partners LLC

Mar 31, 26

-230.42K

Global Retirement Partners, LLC

148

Dec 31, 25

0.01%

Atria Wealth Solutions, Inc.

12.92K

Jun 30, 25

-164

0.52%

AVANTAX ADVISORY SERVICES, INC.

12.52K

Jun 30, 25

-1.75K

0.50%

Raymond James Financial Services Advisors, Inc.

40.64K

Sep 30, 24

+413

1.62%

RAYMOND JAMES & ASSOCIATES

16.88K

Sep 30, 24

-62.78K

0.67%

M&R CAPITAL MANAGEMENT INC

7.72K

Sep 30, 24

0.31%

9258 Wealth Management, LLC

4.38K

Sep 30, 24

+273

0.17%

BENJAMIN F. EDWARDS & COMPANY, INC.

87.03K

Jun 30, 24

+3.90K

3.48%

Retirement Group, LLC

Mar 31, 24

0.00%

Simplicity Solutions, LLC

273.56K

Dec 31, 23

+996

10.93%

American Portfolios Advisors

100

Sep 30, 22

0.00%

Advisor Group, Inc.

13.20K

Dec 31, 19

-2.46K

0.53%

LADENBURG THALMANN FINANCIAL SERVICES INC.

3.80K

Dec 31, 19

-24.31K

0.15%

BB&T INVESTMENT SERVICES, INC.

319

Dec 31, 17

+319

0.01%

Virtu KCG Holdings LLC

16.59K

Jun 30, 17

+3.62K

0.66%

Commonwealth Equity Services, Inc

7.34K

Jun 30, 17

+1.16K

0.29%

WFG Advisors, LP

2.66K

Jun 30, 17

+50

0.11%

Independent Portfolio Consultants, Inc.

Jun 30, 17

-480

MSI Financial Services Inc

11.37K

Dec 31, 16

+1.72K

0.45%

VSR Financial Services, Inc.

125.09K

Jun 30, 16

+3.06K

5.00%

SOCIETE GENERALE

5.99K

Jun 30, 16

+5.99K

0.24%

Gupta Wealth Management LLC

2.00K

Mar 31, 16

0.08%

J.P. Turner & Co Capital Mnagement, LLC

55.19K

Sep 30, 15

+55.19K

2.21%

MANAGED ACCOUNT ADVISORS LLC

842

Jun 30, 15

+842

0.03%

UBS AG

4.46K

Sep 30, 14

+2.65K

0.18%

STIFEL NICOLAUS & CO INC \MO\

24.56K

Sep 30, 13

+7.62K

0.98%