Financial Advocates Investment Management First Trust Small Cap Growth A Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Financial Advocates Investment Management holds 3,601 shares of FYC stock, worth $294,957. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,601

Previous 3,617 0.44%

Holding current value

$294,957

Previous $238,000 12.18%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$65.44 - $74.98 $1,047 - $1,199	-16 Reduced 0.44%	3,601 $267,000
Q2 2024 Jul 26, 2024	SELL	$60.92 - $67.49 $11,026 - $12,215	-181 Reduced 4.77%	3,617 $238,000
Q1 2024 May 01, 2024	SELL	$59.23 - $65.69 $5,923 - $6,569	-100 Reduced 2.57%	3,798 $249,000
Q4 2023 Feb 08, 2024	SELL	$51.5 - $64.02 $5,510 - $6,850	-107 Reduced 2.67%	3,898 $245,000
Q3 2023 Oct 27, 2023	SELL	$55.37 - $63.88 $16,721 - $19,291	-302 Reduced 7.01%	4,005 $225,000
Q2 2023 Aug 07, 2023	SELL	$54.95 - $60.56 $5,385 - $5,934	-98 Reduced 2.22%	4,307 $259,000
Q1 2023 May 11, 2023	SELL	$54.6 - $62.07 $42,205 - $47,980	-773 Reduced 14.93%	4,405 $254,000
Q4 2022 Feb 14, 2023	SELL	$54.07 - $59.89 $1,676 - $1,856	-31 Reduced 0.6%	5,178 $286,000
Q3 2022 Nov 14, 2022	BUY	$53.15 - $64.8 $4,411 - $5,378	83 Added 1.62%	5,209 $281,000
Q2 2022 Aug 12, 2022	SELL	$52.17 - $69.13 $8,295 - $10,991	-159 Reduced 3.01%	5,126 $278,000
Q1 2022 May 11, 2022	SELL	$62.37 - $75.14 $4,615 - $5,560	-74 Reduced 1.38%	5,285 $361,000
Q4 2021 Feb 14, 2022	SELL	$70.02 - $80.47 $560 - $643	-8 Reduced 0.15%	5,359 $400,000
Q3 2021 Nov 04, 2021	BUY	$67.32 - $74.23 $13,060 - $14,400	194 Added 3.75%	5,367 $384,000
Q2 2021 Aug 03, 2021	BUY	$65.65 - $74.13 $339,607 - $383,474	5,173 New	5,173 $379,000
Q3 2020 Nov 04, 2020	SELL	$41.62 - $49.2 $1.84 Million - $2.18 Million	-44,325 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$29.71 - $43.85 $17,528 - $25,871	590 Added 1.35%	44,325 $1.88 Million
Q1 2020 Apr 29, 2020	BUY	$27.59 - $48.63 $1.07 Million - $1.89 Million	38,938 Added 811.72%	43,735 $1.43 Million
Q4 2018 Feb 14, 2019	BUY	$37.33 - $51.51 $163,580 - $225,716	4,382 Added 1055.9%	4,797 $192,000
Q3 2018 Nov 14, 2018	BUY	$48.2 - $53.13 $20,003 - $22,048	415 New	415 $0

Others Institutions Holding FYC

# of Institutions

Shares Held

3.27M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP GROWTH A

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Financial Advocates Investment Management First Trust Small Cap Growth A Transaction History