Ifg Advisory, LLC First Trust Small Cap Growth A Transaction History

Ifg Advisory, LLC

$1.53 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 04, 2022	SELL	$52.17 - $69.13 $222,400 - $294,701	-4,263 Closed	0 $0
Q1 2022 May 04, 2022	SELL	$62.37 - $75.14 $33,305 - $40,124	-534 Reduced 11.13%	4,263 $291,000
Q3 2021 Oct 12, 2021	SELL	$67.32 - $74.23 $1,077 - $1,187	-16 Reduced 0.33%	4,797 $343,000
Q2 2021 Jul 21, 2021	BUY	$65.65 - $74.13 $21,204 - $23,943	323 Added 7.19%	4,813 $352,000
Q1 2021 Apr 19, 2021	SELL	$61.1 - $75.91 $12,036 - $14,954	-197 Reduced 4.2%	4,490 $312,000
Q4 2020 Feb 08, 2021	SELL	$47.12 - $63.8 $17,717 - $23,988	-376 Reduced 7.43%	4,687 $289,000
Q3 2020 Nov 02, 2020	BUY	$41.62 - $49.2 $7,283 - $8,610	175 Added 3.58%	5,063 $239,000
Q2 2020 Aug 10, 2020	BUY	$29.71 - $43.85 $145,222 - $214,338	4,888 New	4,888 $207,000
Q1 2020 May 11, 2020	SELL	$27.59 - $48.63 $192,026 - $338,464	-6,960 Closed	0 $0
Q4 2019 Feb 07, 2020	SELL	$42.61 - $46.83 $1,917 - $2,107	-45 Reduced 0.64%	6,960 $324,000
Q3 2019 Nov 06, 2019	BUY	$43.76 - $47.11 $306,538 - $330,005	7,005 New	7,005 $307,000

Others Institutions Holding FYC

# of Institutions

85

Shares Held

2.79M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

471K
Shares

$34.6 Million
0.02% of portfolio
First Trust Advisors LP Wheaton, IL

271K
Shares

$19.9 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$15.4 Million
4.52% of portfolio
Royal Bank Of Canada Toronto, A6

170K
Shares

$12.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

168K
Shares

$12.3 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

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