Heritage Oak Wealth Advisors LLC First Trust Small Cap Growth A Transaction History

Heritage Oak Wealth Advisors LLC

$213 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$65.44 - $74.98 $6.27 Million - $7.19 Million	95,843 New	95,843 $7.13 Billion

Others Institutions Holding FYC

# of Institutions

113

Shares Held

4.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

724K
Shares

$50.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

574K
Shares

$39.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

410K
Shares

$28.5 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

251K
Shares

$17.4 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$14.5 Million
4.52% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
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