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

Heritage Oak Wealth Advisors LLC

$217 Billion
Q3 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

$44.6 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$21.3 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$21 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$17.4 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$16 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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