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

Heritage Oak Wealth Advisors LLC

$228 Billion
Q1 2025

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

115

Shares Held

4.46M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

592K
Shares

$46.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

483K
Shares

$38.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

370K
Shares

$29.3 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

248K
Shares

$19.6 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.6 Million
4.52% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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