Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-775- 4.2% |
$45.9K - $50.9K
|
17.7K
$1.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Strid Group, LLC
|
SELL
|
- |
-967- 17.98% |
$57.3K - $63.5K
|
4.41K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-975- 2.58% |
$57.7K - $64K
|
36.8K
$3.11M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03K- 2.04% |
$61.2K - $67.9K
|
49.7K
$4.21M
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-1.07K- 12.25% |
$63.5K - $70.4K
|
7.68K
$650K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.26K- 2.37% |
$74.6K - $82.8K
|
51.8K
$4.39M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.69K- 6.67% |
$100K - $111K
|
23.6K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.02K- 6.3% |
$120K - $133K
|
30.1K
$2.55M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.1K- 4.95% |
$243K - $269K
|
78.8K
$6.67M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.66K- 3.89% |
$276K - $306K
|
115K
$9.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Moneywise, Inc.
|
SELL
|
- |
-5.17K- 10.14% |
$306K - $340K
|
45.8K
$3.88M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.06K- 4.26% |
$418K - $464K
|
159K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.06K- 4.26% |
$418K - $464K
|
159K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.13K- 31.63% |
$482K - $534K
|
17.6K
$1.49M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.03K- 5.39% |
$535K - $593K
|
159K
$13.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-10.2K- 27.8% |
$604K - $670K
|
26.5K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.3K- 20.11% |
$1.68M - $1.86M
|
112K
$9.52M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-87.5K- 59.15% |
$5.18M - $5.75M
|
60.4K
$5.11M
|