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

Independent Wealth Network Inc.

  • $205 Million
  • Q1 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 5,517 shares of FYC stock, worth $363,515. This represents 0.18% of its overall portfolio holdings.

Number of Shares
5,517
Previous 5,443 1.36%
Holding current value
$363,515
Previous $357,000 1.4%
% of portfolio
0.18%
Previous 0.98%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$53.77 - $64.8 $3,710 - $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
79
Shares Held
2.75M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
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