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 $6.53 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
97,444
Previous 122,226 20.28%
Holding current value
$6.53 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
4.74M
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
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