Clear Point Advisors Inc. First Trust Small Cap Growth A Transaction History

Clear Point Advisors Inc.

$111 Billion
Q1 2025

A detailed history of Clear Point Advisors Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Clear Point Advisors Inc. holds 7,886 shares of FYC stock, worth $539,560. This represents 0.49% of its overall portfolio holdings.

Number of Shares

7,886

Previous 8,444 6.61%

Holding current value

$539,560

Previous $654 Million 17.02%

% of portfolio

0.49%

Previous 0.56%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$68.13 - $80.57 $38,016 - $44,958	-558 Reduced 6.61%	7,886 $543 Million
Q4 2024 Jan 31, 2025	BUY	$72.19 - $84.64 $1,010 - $1,184	14 Added 0.17%	8,444 $654 Million
Q3 2024 Nov 08, 2024	BUY	$65.44 - $74.98 $2,094 - $2,399	32 Added 0.38%	8,430 $627 Million
Q2 2024 Aug 14, 2024	BUY	$60.92 - $67.49 $426 - $472	7 Added 0.08%	8,398 $553 Million
Q1 2024 May 15, 2024	BUY	$59.23 - $65.69 $1,125 - $1,248	19 Added 0.23%	8,391 $551 Million
Q4 2023 May 15, 2024	BUY	$51.5 - $64.02 $431,158 - $535,975	8,372 New	8,372 $527 Million

Others Institutions Holding FYC

# of Institutions

114

Shares Held

4.74M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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Clear Point Advisors Inc. First Trust Small Cap Growth A Transaction History