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

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

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 $375,718. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,700

Previous 4,700 -0.0%

Holding current value

$375,718

Previous $363,000 11.02%

% 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	$53.15 - $64.8 $296,098 - $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

116

Shares Held

4.46M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

More about FYC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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