A detailed history of Bedel Financial Consulting, Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Bedel Financial Consulting, Inc. holds 50,975 shares of FYC stock, worth $3.98 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
50,975
Previous 48,839 4.37%
Holding current value
$3.98 Million
Previous $3.22 Million 17.81%
% of portfolio
0.53%
Previous 0.47%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$65.44 - $74.98 $139,779 - $160,157
2,136 Added 4.37%
50,975 $3.79 Million
Q2 2024

Aug 05, 2024

BUY
$60.92 - $67.49 $130,429 - $144,496
2,141 Added 4.58%
48,839 $3.22 Million
Q1 2024

May 07, 2024

BUY
$59.23 - $65.69 $95,478 - $105,892
1,612 Added 3.58%
46,698 $3.07 Million
Q4 2023

Feb 08, 2024

SELL
$51.5 - $64.02 $11,227 - $13,956
-218 Reduced 0.48%
45,086 $2.84 Million
Q3 2023

Feb 08, 2024

BUY
$55.37 - $63.88 $84,439 - $97,417
1,525 Added 3.48%
45,304 $2.55 Million
Q2 2023

Aug 10, 2023

BUY
$54.95 - $60.56 $22,144 - $24,405
403 Added 0.93%
43,779 $2.64 Million
Q1 2023

May 02, 2023

BUY
$54.6 - $62.07 $222,058 - $252,438
4,067 Added 10.35%
43,376 $2.51 Million
Q4 2022

Feb 07, 2023

BUY
$54.07 - $59.89 $388,114 - $429,890
7,178 Added 22.34%
39,309 $2.17 Million
Q3 2022

Nov 08, 2022

BUY
$53.15 - $64.8 $149,989 - $182,865
2,822 Added 9.63%
32,131 $1.84 Million
Q2 2022

Aug 04, 2022

BUY
$52.17 - $69.13 $1.53 Million - $2.03 Million
29,309 New
29,309 $1.59 Million

Others Institutions Holding FYC

About FIRST TRUST SMALL CAP GROWTH A


  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
Track This Portfolio

Track Bedel Financial Consulting, Inc. Portfolio

Follow Bedel Financial Consulting, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bedel Financial Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bedel Financial Consulting, Inc. with notifications on news.