D.A. Davidson & Co. First Trust Small Cap Growth A Transaction History

D.A. Davidson & Co.

$12 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$27.59 - $48.63 $1.28 Million - $2.26 Million	-46,414 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$42.61 - $46.83 $28,846 - $31,703	-677 Reduced 1.44%	46,414 $2.17 Million
Q3 2019 Nov 05, 2019	SELL	$43.76 - $47.11 $4,113 - $4,428	-94 Reduced 0.2%	47,091 $2.07 Million
Q2 2019 Aug 13, 2019	BUY	$43.48 - $47.54 $29,783 - $32,564	685 Added 1.47%	47,185 $2.2 Million
Q1 2019 May 13, 2019	BUY	$39.07 - $47.0 $51,611 - $62,087	1,321 Added 2.92%	46,500 $1.88 Million
Q4 2018 Jan 29, 2019	BUY	$37.33 - $51.51 $11,497 - $15,865	308 Added 0.69%	45,179 $1.81 Million
Q3 2018 Nov 13, 2018	BUY	$48.2 - $53.13 $2.16 Million - $2.38 Million	44,871 New	44,871 $2.35 Million
Q3 2017 Nov 08, 2017	SELL	$39.88 - $41.2 $81,793 - $84,501	-2,051 Closed	0 $0
Q2 2017 Aug 11, 2017	BUY	N/A	2,051	2,051 $0

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
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.