Creative Planning First Trust Small Cap Growth A Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Creative Planning holds 2,532 shares of FYC stock, worth $241,248. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,532

Holding current value

$241,248

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$61.01 - $79.58 $154,477 - $201,496	2,532 New	2,532 $201,000

Others Institutions Holding FYC

# of Institutions

115

Shares Held

4.64M

Call Options Held

23K

Put Options Held

Lpl Financial LLC Fort Mill, SC

671K
Shares

$64 Million
0.02% of portfolio
Morgan Stanley New York, NY

478K
Shares

$45.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

314K
Shares

$29.9 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

255K
Shares

$24.3 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

246K
Shares

$23.5 Million
0.0% of portfolio

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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