Optimum Investment Advisors First Trust Small Cap Transaction History
Optimum Investment Advisors
- $207 Million
- Q1 2025
Shares
5 transactions
Others Institutions Holding FYT
# of Institutions
78Shares Held
2.42MCall Options Held
0Put Options Held
0-
Sawtooth Solutions, LLC274KShares$13.7 Million0.41% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC264KShares$13.2 Million2.83% of portfolio
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Lpl Financial LLC Fort Mill, SC221KShares$11.1 Million0.0% of portfolio
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Morgan Stanley New York, NY176KShares$8.81 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA166KShares$8.31 Million0.0% of portfolio