Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
7.82K+ 5.76% |
$477K - $623K
|
144K
$11.7M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.15K+ 61.41% |
$436K - $569K
|
18.8K
$1.53M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.76K+ 4.31% |
$230K - $299K
|
91K
$7.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.85KNew |
$113K - $147K
|
1.85K
$150K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 29.64% |
$72.2K - $94.2K
|
5.18K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
565+ 7.73% |
$34.5K - $45K
|
7.88K
$640K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
430+ 7.26% |
$26.2K - $34.2K
|
6.36K
$516K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
409+ 10.75% |
$25K - $32.5K
|
4.21K
$342K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
342+ 4.88% |
$20.9K - $27.2K
|
7.35K
$597K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
186+ 2.33% |
$11.3K - $14.8K
|
8.16K
$663K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
186+ 0.92% |
$11.3K - $14.8K
|
20.5K
$1.66M
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
92New |
$5.61K - $7.32K
|
92
$7.47K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-30- 3.14% |
$1.83K - $2.39K
|
924
$75K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-32- 0.41% |
$1.95K - $2.55K
|
7.85K
$638K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 73.17% |
$3.66K - $4.77K
|
22
$1.79K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-98- 50.0% |
$5.98K - $7.8K
|
98
$7.96K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-266- 8.86% |
$16.2K - $21.2K
|
2.74K
$222K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-959- 0.96% |
$58.5K - $76.3K
|
99.2K
$8.06M
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 2.06% |
$122K - $159K
|
95.4K
$7.75M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-3.03K- 10.38% |
$185K - $241K
|
26.2K
$2.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-6.37K- 6.62% |
$389K - $507K
|
89.8K
$7.29M
|