FYX

First Trust Small Cap Core AETF$141.70 0.73%
UnclassifiedUSCUSIP 33734Y109· EOD Jul 20, 2026◍ Confluence graph
Tracked 13F Holders
127
+11 QoQ
13F Value (tracked)
$629.3M
13F Moves · latest Q
23 added
11 trimmed
Recent Filings
0

Price & smart-money activity

$141.70 0.73%5Y +56.4%
$68.76$89.05$109.33$129.61$149.902021202220232024202520269131012141314101113169131211171515819121411191618221615211623182319223116119
Hover for who · click for detailEnd-of-day closing prices52w $96.35 – $144.30

Who owns FYX?

127 tracked 13F filers

127 tracked 13F filers disclose a position in FYX as of the latest SEC 13F filings, a combined $629.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1ROYAL BANK OF CANADA
$84.5M
708K
+17%
Added · +104K sh
Q1 2026
2MORGAN STANLEY
$77.9M
653K
−2.2%
Reduced · −15K sh
Q1 2026
3LPL Financial LLC
$73.1M
612K
+4.9%
Added · +29K sh
Q1 2026
4WELLS FARGO & COMPANY/MN
$65.0M
544K
−0.8%
Reduced · −4K sh
Q1 2026
5RAYMOND JAMES FINANCIAL INC
$49.4M
414K
+53%
Added · +143K sh
Q1 2026
6BANK OF AMERICA CORP /DE/
$44.3M
372K
~0%
Added · +51 sh
Q1 2026
7UBS Group AG
$36.4M
305K
+21%
Added · +53K sh
Q1 2026
8Cetera Investment Advisers
$15.4M
129K
−1.7%
Reduced · −2K sh
Q1 2026
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$14.0M
117K
+13%
Added · +14K sh
Q1 2026
10Concurrent Investment Advisors, LLC
$10.2M
86K
+14%
Added · +10K sh
Q1 2026
11Chicago Partners Investment Group LLC
$9.6M
73K
+1.8%
Added · +1K sh
Q1 2026
12COMMONWEALTH EQUITY SERVICES, LLC
$7.8M
66K
−1.3%
Reduced · −881 sh
Q1 2026
13Kestra Advisory Services, LLC
$7.0M
58K
+4.4%
Added · +2K sh
Q1 2026
14Geneos Wealth Management Inc.
$6.3M
52K
−1.3%
Reduced · −705 sh
Q1 2026
15D.A. DAVIDSON & CO.
$5.7M
48K
+1.6%
Added · +736 sh
Q1 2026
16Mainsail Financial Group, LLC
$6.4M
45K
+11%
Added · +4K sh
Q2 2026
17OSAIC HOLDINGS, INC.
$5.3M
44K
+3.5%
Added · +2K sh
Q1 2026
18JPMORGAN CHASE & CO
$4.6M
39K
+5.2%
Added · +2K sh
Q1 2026
19ENVESTNET ASSET MANAGEMENT INC
$4.7M
39K
+21%
Added · +7K sh
Q1 2026
20STIFEL FINANCIAL CORP
$4.5M
38K
−1.2%
Reduced · −459 sh
Q1 2026
21HighTower Advisors, LLC
$4.4M
37K
+1.3%
Added · +464 sh
Q1 2026
22CITY HOLDING CO
$5.2M
36K
+14%
Added · +5K sh
Q2 2026
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$4.6M
32K
+1.2%
Added · +385 sh
Q2 2026
24Baird Financial Group, Inc.
$3.7M
31K
−11%
Reduced · −4K sh
Q1 2026
25Regal Investment Advisors LLC
$3.6M
31K
~0%
Added · +2 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FYX being bought or sold by institutions?

Last quarter, 8 funds opened a new position in FYX and 15 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
8
funds
Added
15
funds
Reduced
11
funds
Exited
0
funds

Funds that own FYX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA65 funds$17.4B
MICROSOFT CORPMSFT65 funds$13.9B
ALPHABET INC-CL AGOOGL65 funds$9.3B
BROADCOM INCAVGO65 funds$7.0B
JPMORGAN CHASE & COJPM65 funds$7.0B
ALPHABET INC-CL CGOOG65 funds$6.1B
VANGUARD VALUE ETFVTV65 funds$4.6B
WALMART INCWMT65 funds$4.0B
JOHNSON & JOHNSONJNJ65 funds$3.9B
EXXON MOBIL CORPXOM65 funds$3.9B
ELI LILLY & COLLY65 funds$3.7B
VISA INC-CLASS A SHARESV65 funds$3.7B

Ranked by how many of FYX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

122 funds+28 since Q3 2024
061122Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $624.8M

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in FYX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FYX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FYX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FYX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.