Calton & Associates, Inc. First Trust Small Cap Transaction History

Calton & Associates, Inc.

$412 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$34.56 - $38.45 $12,579 - $13,995	-364 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$34.55 - $37.21 $12,576 - $13,544	364	364 $13,000

Others Institutions Holding FYT

# of Institutions

78

Shares Held

2.42M

Call Options Held

0

Put Options Held

0

Sawtooth Solutions, LLC

274K
Shares

$13.7 Million
0.41% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

264K
Shares

$13.2 Million
2.83% of portfolio
Lpl Financial LLC Fort Mill, SC

221K
Shares

$11.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

176K
Shares

$8.81 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

166K
Shares

$8.31 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP

Ticker FYT
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