Cypress Wealth Services, LLC First Trust Small Cap Growth A Transaction History

Cypress Wealth Services, LLC

$468 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 23, 2020	SELL	$41.62 - $49.2 $428,686 - $506,760	-10,300 Closed	0 $0
Q1 2020 Apr 10, 2020	BUY	$27.59 - $48.63 $284,177 - $500,889	10,300 New	10,300 $336,000

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

$45.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$21.5 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$21.2 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$17.6 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$16.2 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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