Independent Wealth Network Inc. First Trust Small Cap Growth A Transaction History

Independent Wealth Network Inc.

$237 Million
Q1 2025

A detailed history of Independent Wealth Network Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Independent Wealth Network Inc. holds 7,977 shares of FYC stock, worth $600,349. This represents 0.23% of its overall portfolio holdings.

Number of Shares

7,977

Previous 7,655 4.21%

Holding current value

$600,349

Previous $592,000 7.43%

% of portfolio

0.23%

Previous 0.25%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$68.13 - $80.57 $21,937 - $25,943	322 Added 4.21%	7,977 $548,000
Q4 2024 Jan 17, 2025	BUY	$72.19 - $84.64 $131,530 - $154,214	1,822 Added 31.24%	7,655 $592,000
Q3 2024 Oct 15, 2024	BUY	$65.44 - $74.98 $17,407 - $19,944	266 Added 4.78%	5,833 $433,000
Q2 2024 Jul 18, 2024	BUY	$60.92 - $67.49 $3,046 - $3,374	50 Added 0.91%	5,567 $366,000
Q1 2024 May 20, 2024	BUY	$59.23 - $65.69 $4,383 - $4,861	74 Added 1.36%	5,517 $362,000
Q1 2024 Apr 11, 2024	SELL	$59.23 - $65.69 $1,836 - $2,036	-31 Reduced 0.57%	5,443 $357,000
Q4 2023 Jan 12, 2024	SELL	$51.5 - $64.02 $72,254 - $89,820	-1,403 Reduced 20.4%	5,474 $344,000
Q3 2023 Oct 11, 2023	BUY	$55.37 - $63.88 $10,520 - $12,137	190 Added 2.84%	6,877 $387,000
Q2 2023 Jul 12, 2023	BUY	$54.95 - $60.56 $8,132 - $8,962	148 Added 2.26%	6,687 $402,000
Q1 2023 Apr 18, 2023	BUY	$54.6 - $62.07 $7,862 - $8,938	144 Added 2.25%	6,539 $378,000
Q4 2022 Jan 25, 2023	BUY	$54.07 - $59.89 $1,297 - $1,437	24 Added 0.38%	6,395 $0
Q3 2022 Oct 17, 2022	SELL	$53.15 - $64.8 $3,667 - $4,471	-69 Reduced 1.07%	6,371 $343,000
Q2 2022 Jul 26, 2022	BUY	$52.17 - $69.13 $9,547 - $12,650	183 Added 2.92%	6,440 $349,000
Q1 2022 Apr 20, 2022	BUY	$62.37 - $75.14 $47,214 - $56,880	757 Added 13.76%	6,257 $428,000
Q4 2021 Feb 10, 2022	BUY	$70.02 - $80.47 $1,820 - $2,092	26 Added 0.47%	5,500 $410,000
Q3 2021 Nov 04, 2021	BUY	$67.32 - $74.23 $368,509 - $406,335	5,474 New	5,474 $432,000

Others Institutions Holding FYC

# of Institutions

115

Shares Held

4.46M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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Independent Wealth Network Inc. First Trust Small Cap Growth A Transaction History