Qp Wealth Management, LLC First Trust Small Cap Growth A Transaction History

Qp Wealth Management, LLC

$57.3 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 29, 2020	SELL	$27.59 - $48.63 $145,454 - $256,377	-5,272 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$42.61 - $46.83 $224,639 - $246,887	5,272 New	5,272 $248,000

Others Institutions Holding FYC

# of Institutions

84

Shares Held

2.78M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

471K
Shares

$32.9 Million
0.02% of portfolio
First Trust Advisors LP Wheaton, IL

271K
Shares

$18.9 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$14.6 Million
4.52% of portfolio
Royal Bank Of Canada Toronto, A6

170K
Shares

$11.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

168K
Shares

$11.7 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

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