FYT

First Trust Small Cap Val

-$2.1M

Net Activity

Institutions Holding

66

Popularity Rank

#5349

Avg Weight

0.05%

Total Value

$109.0M

Ownership Trend

66 institutions currently hold FYT, with 30 net buyers and 25 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

25

Net Buying Institutions

30

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$13.6M
MS
Morgan Stanley
$12.6M
CI
Cambridge Investment Research Advisors, Inc.
$12.0M
WF
Wells Fargo & Company/mn
$10.6M
PW
Proactive Wealth Strategies LLC
$7.6M

Top 5 by Conviction

PW
Proactive Wealth Strategies LLC
1.42%
AA
Advisory Advocates, LLC
0.30%
PB
Pinnacle Bancorp, Inc.
0.22%
TW
Tcfg Wealth Management, LLC
0.21%
TI
TCFG Investment Advisors, LLC
0.21%
View all 66 holding institutions

Quarterly Activity

Recent Activity

+$58.7M

Total Buy Value

$88.4M

Total Sell Value

New buy7
Trim20
Add23
Sold out5

30

Net Buyers

25

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST SMALL CAP VAL (FYT)?
Major stakeholders currently include LPL Financial LLC ($13.6M), Morgan Stanley ($12.6M), Cambridge Investment Research Advisors, Inc. ($12.0M). Based on the latest 13F filings, there are a total of 66 tracked investment funds and institutions maintaining positions in FYT.
What is the overall institutional sentiment toward FYT recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.1M, driven by 30 managers accumulating shares while 25 reduced their exposure.
Which institutions have been selling or reducing their FYT positions?
In the latest period, 20 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $88.4M.
Are there any notable investors adding FYT to their portfolios?
Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 23 existing holders added to their shares. The total reported buy value for the quarter amounted to $58.7M.

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