New Wave Wealth Advisors LLC First Trust Small Cap Growth A Transaction History
New Wave Wealth Advisors LLC
- $235 Billion
- Q2 2025
A detailed history of New Wave Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 95,441 shares of FYC stock, worth $7.64 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
95,441
Previous 97,444
2.06%
Holding current value
$7.64 Million
Previous $6.7 Billion
13.29%
% of portfolio
3.23%
Previous 3.0%
Shares
4 transactions
Others Institutions Holding FYC
# of Institutions
116Shares Held
4.46MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC592KShares$47.4 Million0.02% of portfolio
-
Morgan Stanley New York, NY483KShares$38.7 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA370KShares$29.6 Million0.01% of portfolio
-
First Trust Advisors LP Wheaton, IL248KShares$19.8 Million0.02% of portfolio
-
J Arnold Wealth Management CO Youngstown, OH209KShares$16.7 Million4.52% of portfolio