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

Moneywise, Inc.

$176 Million
Q1 2025

A detailed history of Moneywise, Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Moneywise, Inc. holds 29,221 shares of FYC stock, worth $2.18 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares

29,221

Previous 31,561 7.41%

Holding current value

$2.18 Million

Previous $2.44 Million 17.72%

% of portfolio

1.14%

Previous 1.31%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	SELL	$68.13 - $80.57 $159,424 - $188,533	-2,340 Reduced 7.41%	29,221 $2.01 Million
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

115

Shares Held

4.46M

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 Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account