Global Retirement Partners, LLC First Trust Small Cap Growth A Transaction History

Global Retirement Partners, LLC

$3.15 Billion
Q2 2024

A detailed history of Global Retirement Partners, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Global Retirement Partners, LLC holds 735 shares of FYC stock, worth $54,022. This represents 0.0% of its overall portfolio holdings.

Number of Shares

735

Previous 735 -0.0%

Holding current value

$54,022

Previous $48,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$59.23 - $65.69 $2,961 - $3,284	-50 Reduced 6.37%	735 $48,000
Q4 2023 Jan 18, 2024	SELL	$51.5 - $64.02 $7,467 - $9,282	-145 Reduced 15.59%	785 $49,000
Q3 2023 Oct 13, 2023	SELL	$55.37 - $63.88 $5,537 - $6,388	-100 Reduced 9.71%	930 $52,000
Q2 2023 Jul 20, 2023	SELL	$54.95 - $60.56 $1,648 - $1,816	-30 Reduced 2.83%	1,030 $62,000
Q3 2022 Nov 03, 2022	BUY	$53.15 - $64.8 $1,275 - $1,555	24 Added 2.32%	1,060 $63,000
Q1 2022 Jul 14, 2022	BUY	$62.37 - $75.14 $64,615 - $77,845	1,036 New	1,036 $58,000
Q4 2021 Jan 21, 2022	SELL	$70.02 - $80.47 $629,409 - $723,344	-8,989 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$67.32 - $74.23 $146,892 - $161,969	-2,182 Reduced 19.53%	8,989 $644,000
Q2 2021 Jul 15, 2021	BUY	$65.65 - $74.13 $36,895 - $41,661	562 Added 5.3%	11,171 $819,000
Q1 2021 Apr 14, 2021	BUY	$61.1 - $75.91 $648,209 - $805,329	10,609 New	10,609 $739,000
Q4 2020 Jan 13, 2021	SELL	$47.12 - $63.8 $16,727 - $22,649	-355 Closed	0 $0
Q3 2020 Oct 09, 2020	BUY	$41.62 - $49.2 $14,775 - $17,466	355 New	355 $17,000
Q1 2019 May 07, 2019	SELL	$39.07 - $47.0 $1.07 Million - $1.29 Million	-27,356 Closed	0 $0
Q4 2018 Feb 22, 2019	SELL	$37.33 - $51.51 $170,635 - $235,452	-4,571 Reduced 14.32%	27,356 $1.1 Million
Q3 2018 Oct 17, 2018	BUY	$48.2 - $53.13 $1.54 Million - $1.7 Million	31,927 New	31,927 $1.67 Million

Others Institutions Holding FYC

# of Institutions

Shares Held

2.79M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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Global Retirement Partners, LLC First Trust Small Cap Growth A Transaction History