Captrust Financial Advisors First Trust Small Cap Growth A Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 15, 2018	SELL	$48.2 - $53.13 $11,519 - $12,698	-239 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$42.33 - $50.55 $10,116 - $12,081	239 New	239 $12,000

Others Institutions Holding FYC

# of Institutions

92

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$41.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$19.7 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.3 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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