Northwest Wealth Management, LLC First Trust Small Cap Transaction History

Northwest Wealth Management, LLC

  • $465 Million
  • Q4 2024

A detailed history of Northwest Wealth Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Northwest Wealth Management, LLC holds 3,657 shares of FYT stock, worth $194,771. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,657
Previous 3,731 1.98%
Holding current value
$194,771
Previous $207,000 2.9%
% of portfolio
0.04%
Previous 0.05%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
SELL
$53.73 - $60.73 $3,976 - $4,494
-74 Reduced 1.98%
3,657 $201,000
Q3 2024

Nov 04, 2024
BUY
$50.68 - $58.56 $189,087 - $218,487
3,731 New
3,731 $207,000
Q1 2022

Apr 29, 2022
BUY
$49.58 - $54.42 $40,556 - $44,515
818 Added 17.3%
5,547 $283,000
Q4 2021

Jan 24, 2022
BUY
$49.77 - $54.19 $235,362 - $256,264
4,729 New
4,729 $251,000
Q1 2020

Apr 29, 2020
SELL
$19.4 - $38.05 $164,007 - $321,674
-8,454 Closed
0 $0
Q3 2019

Oct 28, 2019
SELL
$31.01 - $36.08 $23,846 - $27,745
-769 Reduced 8.34%
8,454 $293,000
Q1 2019

Apr 12, 2019
SELL
$31.17 - $37.05 $425,470 - $505,732
-13,650 Reduced 59.68%
9,223 $324,000
Q4 2018

Jan 24, 2019
SELL
$29.75 - $38.38 $1.38 Million - $1.79 Million
-46,514 Reduced 67.04%
22,873 $708,000
Q3 2018

Oct 11, 2018
SELL
$38.48 - $40.19 $412,043 - $430,354
-10,708 Reduced 13.37%
69,387 $2.69 Million
Q2 2018

Jul 10, 2018
SELL
$34.57 - $39.33 $1.03 Million - $1.18 Million
-29,876 Reduced 27.17%
80,095 $3.08 Million
Q1 2018

Apr 13, 2018
BUY
$34.56 - $38.45 $799,027 - $888,964
23,120 Added 26.62%
109,971 $3.89 Million
Q4 2017

Jan 31, 2018
BUY
$34.55 - $37.21 $3 Million - $3.23 Million
86,851
86,851 $3.2 Million

Others Institutions Holding FYT

# of Institutions
78
Shares Held
2.74M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP

FYT Quotes by TradingView
  • Ticker FYT
  • Sector ETFs
  • Industry ETFs
More about FYT
Track This Portfolio

Track Northwest Wealth Management, LLC Portfolio

Follow Northwest Wealth Management, 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 Northwest Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email