Purchases and Sales Made in Q1 2023 in First Trust Small Cap Growth A (FYC)
This table provides information about the institutional ownership of First Trust Small Cap Growth A (FYC) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST SMALL CAP GROWTH A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.8K- 33.89% |
$98.1K - $111K
|
3.5K
$292K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.16K- 10.5% |
$173K - $196K
|
27K
$2.24M
|
|
|
Apr 24, 2023
Q1 2023
|
Strid Group, LLC
|
SELL
|
- |
-3.22K- 35.56% |
$176K - $200K
|
5.83K
$485K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.5K- 15.57% |
$191K - $217K
|
19K
$1.58M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.53K- 5.34% |
$193K - $219K
|
62.6K
$5.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.6K- 5.48% |
$197K - $223K
|
62.1K
$5.17M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.63K- 5.3% |
$198K - $225K
|
64.8K
$5.39M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.87K- 31.69% |
$212K - $240K
|
8.35K
$695K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.45K- 46.05% |
$298K - $338K
|
6.39K
$531K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.3K- 73.57% |
$778K - $885K
|
5.12K
$426K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.9K- 15.72% |
$1.2M - $1.36M
|
118K
$9.78M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-67.8K- 87.4% |
$3.7M - $4.21M
|
9.77K
$813K
|