Accel Wealth Management First Trust Small Cap Growth A Transaction History

Accel Wealth Management

$290 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$52.17 - $69.13 $313 - $414	-6 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$70.02 - $80.47 $420 - $482	6 New	6 $0

Others Institutions Holding FYC

# of Institutions

116

Shares Held

4.46M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

592K
Shares

$48.1 Million
0.02% of portfolio
Morgan Stanley New York, NY

483K
Shares

$39.2 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

370K
Shares

$30 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

248K
Shares

$20.1 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$17 Million
4.52% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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