Moneywise, Inc. First Trust Small Cap Growth A Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Moneywise, Inc. holds 31,561 shares of FYC stock, worth $2.5 Million. This represents 1.31% of its overall portfolio holdings.

Number of Shares

31,561

Previous 38,594 18.22%

Holding current value

$2.5 Million

Previous $2.87 Million 14.88%

% of portfolio

1.31%

Previous 1.49%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$72.19 - $84.64 $507,712 - $595,273	-7,033 Reduced 18.22%	31,561 $2.44 Million
Q3 2024 Oct 21, 2024	SELL	$65.44 - $74.98 $214,577 - $245,859	-3,279 Reduced 7.83%	38,594 $2.87 Million
Q2 2024 Jul 17, 2024	SELL	$60.92 - $67.49 $238,562 - $264,290	-3,916 Reduced 8.55%	41,873 $2.76 Million
Q1 2024 Apr 22, 2024	SELL	$59.23 - $65.69 $306,159 - $339,551	-5,169 Reduced 10.14%	45,789 $3.01 Million
Q4 2023 Jan 29, 2024	SELL	$51.5 - $64.02 $248,848 - $309,344	-4,832 Reduced 8.66%	50,958 $3.21 Million
Q3 2023 Oct 23, 2023	SELL	$55.37 - $63.88 $55,314 - $63,816	-999 Reduced 1.76%	55,790 $3.14 Million
Q2 2023 Jul 24, 2023	SELL	$54.95 - $60.56 $108,416 - $119,484	-1,973 Reduced 3.36%	56,789 $3.42 Million
Q1 2023 Apr 21, 2023	BUY	$54.6 - $62.07 $62,189 - $70,697	1,139 Added 1.98%	58,762 $3.4 Million
Q4 2022 Jan 30, 2023	SELL	$54.07 - $59.89 $89,269 - $98,878	-1,651 Reduced 2.79%	57,623 $3.19 Million
Q3 2022 Nov 03, 2022	SELL	$53.15 - $64.8 $15,891 - $19,375	-299 Reduced 0.5%	59,274 $3.19 Million
Q2 2022 Aug 02, 2022	SELL	$52.17 - $69.13 $38,240 - $50,672	-733 Reduced 1.22%	59,573 $3.23 Million
Q1 2022 Apr 20, 2022	SELL	$62.37 - $75.14 $141,143 - $170,041	-2,263 Reduced 3.62%	60,306 $4.12 Million
Q4 2021 Jan 12, 2022	SELL	$70.02 - $80.47 $505,824 - $581,315	-7,224 Reduced 10.35%	62,569 $4.67 Million
Q3 2021 Oct 12, 2021	SELL	$67.32 - $74.23 $455,756 - $502,537	-6,770 Reduced 8.84%	69,793 $5 Million
Q2 2021 Jul 22, 2021	SELL	$65.65 - $74.13 $309,145 - $349,078	-4,709 Reduced 5.79%	76,563 $5.61 Million
Q1 2021 Apr 14, 2021	SELL	$61.1 - $75.91 $25,173 - $31,274	-412 Reduced 0.5%	81,272 $5.66 Million
Q4 2020 Jan 15, 2021	BUY	$47.12 - $63.8 $471,247 - $638,063	10,001 Added 13.95%	81,684 $5.04 Million
Q3 2020 Oct 13, 2020	BUY	$41.62 - $49.2 $484,623 - $572,884	11,644 Added 19.39%	71,683 $3.39 Million
Q2 2020 Jul 10, 2020	BUY	$29.71 - $43.85 $1.48 Million - $2.18 Million	49,762 Added 484.21%	60,039 $2.55 Million
Q1 2020 Apr 13, 2020	BUY	$27.59 - $48.63 $283,542 - $499,770	10,277 New	10,277 $335,000

Others Institutions Holding FYC

# of Institutions

Shares Held

3.42M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP GROWTH A

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