Arkadios Wealth Advisors First Trust Small Cap Transaction History

Arkadios Wealth Advisors

$2.49 Billion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 02, 2023	BUY	$43.46 - $52.95 $9,126 - $11,119	210 Added 3.95%	5,527 $252,000
Q4 2022 Jan 11, 2023	BUY	$41.5 - $48.07 $220,655 - $255,588	5,317 New	5,317 $0
Q2 2022 Jul 14, 2022	BUY	$42.85 - $51.39 $385 - $462	9 Added 0.19%	4,703 $207,000
Q1 2022 May 02, 2022	BUY	$49.58 - $54.42 $10,163 - $11,156	205 Added 4.57%	4,694 $240,000
Q4 2021 Feb 03, 2022	BUY	$49.77 - $54.19 $796 - $867	16 Added 0.36%	4,489 $238,000
Q3 2021 Oct 19, 2021	BUY	$47.75 - $51.52 $19,577 - $21,123	410 Added 10.09%	4,473 $223,000
Q2 2021 Jul 28, 2021	BUY	$49.99 - $53.68 $105,328 - $113,103	2,107 Added 107.72%	4,063 $206,000
Q1 2021 Apr 26, 2021	BUY	$40.97 - $52.99 $8,357 - $10,809	204 Added 11.64%	1,956 $98,000
Q4 2020 Feb 09, 2021	BUY	$31.27 - $41.86 $54,785 - $73,338	1,752 New	1,752 $72,000

Others Institutions Holding FYT

# of Institutions

78

Shares Held

2.42M

Call Options Held

0

Put Options Held

0

About FIRST TRUST SMALL CAP

Ticker FYT
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Arkadios Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Arkadios Wealth Advisors with notifications on news.