New Wave Wealth Advisors LLC First Trust Small Cap Growth A Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 97,444 shares of FYC stock, worth $6.67 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
97,444
Previous 122,226 20.28%
Holding current value
$6.67 Million
Previous $9.46 Billion 29.16%
% of portfolio
3.0%
Previous 3.88%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$68.13 - $80.57 $1.69 Million - $2 Million
-24,782 Reduced 20.28%
97,444 $6.7 Billion
Q4 2024

Jan 23, 2025
BUY
$72.19 - $84.64 $1.9 Million - $2.23 Million
26,383 Added 27.53%
122,226 $9.46 Billion
Q3 2024

Oct 23, 2024
BUY
$65.44 - $74.98 $6.27 Million - $7.19 Million
95,843 New
95,843 $7.13 Billion

Others Institutions Holding FYC

# of Institutions
115
Shares Held
4.71M
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
Track This Portfolio

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email