Avantax Advisory Services, Inc. First Trust Small Cap Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Trust Small Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 12,519 shares of FYT stock, worth $663,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,519

Previous 14,273 12.29%

Holding current value

$663,256

Previous $709,000 11.0%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$42.78 - $50.73 $75,036 - $88,980	-1,754 Reduced 12.29%	12,519 $631,000
Q1 2025 May 06, 2025	SELL	$48.74 - $56.7 $17,253 - $20,071	-354 Reduced 2.42%	14,273 $709,000
Q4 2024 Feb 07, 2025	BUY	$53.73 - $60.73 $18,214 - $20,587	339 Added 2.37%	14,627 $804,000
Q3 2024 Nov 13, 2024	SELL	$50.68 - $58.56 $2,990 - $3,455	-59 Reduced 0.41%	14,288 $793,000
Q2 2024 Aug 09, 2024	BUY	$50.17 - $54.13 $220,095 - $237,468	4,387 Added 44.05%	14,347 $742,000
Q1 2024 May 08, 2024	BUY	$50.93 - $54.33 $192,770 - $205,639	3,785 Added 61.3%	9,960 $541,000
Q4 2023 Feb 07, 2024	BUY	$44.09 - $55.35 $272,255 - $341,786	6,175 New	6,175 $335,000

Others Institutions Holding FYT

# of Institutions

Shares Held

2.01M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST SMALL CAP

Ticker FYT
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. First Trust Small Cap Transaction History