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

Independent Wealth Network Inc.

$218 Million
Q3 2024

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 5,833 shares of FYC stock, worth $485,305. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,833

Previous 5,567 4.78%

Holding current value

$485,305

Previous $366,000 18.31%

% of portfolio

0.2%

Previous 0.18%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

3.27M

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 Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

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