Leelyn Smith, LLC First Trust Small Cap Transaction History

Leelyn Smith, LLC

$549 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$47.75 - $51.52 $497,602 - $536,889	-10,421 Closed	0 $0
Q2 2021 Aug 31, 2021	BUY	$49.99 - $53.68 $520,945 - $559,399	10,421 New	10,421 $531,000

Others Institutions Holding FYT

# of Institutions

78

Shares Held

2.42M

Call Options Held

0

Put Options Held

0

Sawtooth Solutions, LLC

274K
Shares

$12.7 Million
0.41% of portfolio
Blueprint Investment Partners LLC Greensboro, NC

264K
Shares

$12.2 Million
2.83% of portfolio
Lpl Financial LLC Fort Mill, SC

221K
Shares

$10.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

176K
Shares

$8.15 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

166K
Shares

$7.69 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP

Ticker FYT
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