Integrated Wealth Concepts LLC First Trust Mid Cap Growth Alp Transaction History

Integrated Wealth Concepts LLC

$7.02 Billion
Q2 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	N/A	325 Added 6.16%	5,604 $0
Q3 2023 Nov 15, 2023	SELL	N/A	-238 Reduced 4.31%	5,279 $0
Q2 2023 Aug 15, 2023	SELL	N/A	-339 Reduced 5.79%	5,517 $0
Q1 2023 May 03, 2023	BUY	N/A	108 Added 1.88%	5,856 $348,000
Q4 2022 Feb 13, 2023	BUY	N/A	1,005 Added 21.19%	5,748 $324,000
Q3 2022 Nov 14, 2022	SELL	N/A	-424 Reduced 8.21%	4,743 $254,000
Q2 2022 Aug 08, 2022	SELL	N/A	-500 Reduced 8.82%	5,167 $282,000
Q1 2022 May 12, 2022	SELL	N/A	-13,614 Reduced 70.61%	5,667 $378,000
Q4 2021 Feb 15, 2022	SELL	N/A	-5,304 Reduced 21.57%	19,281 $1.43 Million
Q3 2021 Nov 15, 2021	BUY	N/A	4,979 Added 25.4%	24,585 $1.77 Million
Q2 2021 Aug 13, 2021	BUY	N/A	19,606 New	19,606 $1.48 Million

Others Institutions Holding FNY

# of Institutions

96

Shares Held

3.17M

Call Options Held

3K

Put Options Held

0

About FIRST TRUST MID CAP GROWTH ALP

Ticker FNY

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