Iht Wealth Management, LLC First Trust Small Cap Growth A Transaction History

Iht Wealth Management, LLC

$2.59 Billion
Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Iht Wealth Management, LLC holds 4,700 shares of FYC stock, worth $307,568. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,700

Previous 4,700 -0.0%

Holding current value

$307,568

Previous $295,000 4.41%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$51.5 - $64.02 $69,061 - $85,850	-1,341 Reduced 22.2%	4,700 $295,000
Q3 2023 Nov 14, 2023	BUY	$55.37 - $63.88 $34,329 - $39,605	620 Added 11.44%	6,041 $340,000
Q4 2022 Feb 14, 2023	SELL	$54.07 - $59.89 $8,110 - $8,983	-150 Reduced 2.69%	5,421 $299,000
Q3 2022 Nov 22, 2022	BUY	$53.77 - $64.8 $299,552 - $361,000	5,571 New	5,571 $300,000
Q4 2018 Feb 15, 2019	SELL	$37.33 - $51.51 $1.17 Million - $1.62 Million	-31,370 Closed	0 $0

Q3 2018 Nov 14, 2018	BUY	$48.2 - $53.13 $1.29 Million - $1.42 Million	26,783 Added 583.89%	31,370 $1.64 Million
Q2 2018 Aug 13, 2018	BUY	$42.33 - $50.55 $189,172 - $225,907	4,469 Added 3787.29%	4,587 $223,000
Q1 2018 May 15, 2018	BUY	$40.71 - $45.01 $4,803 - $5,311	118 New	118 $5,000

Others Institutions Holding FYC

# of Institutions

Shares Held

2.75M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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Iht Wealth Management, LLC First Trust Small Cap Growth A Transaction History