Sequent Asset Management, LLC First Trust Small Cap Transaction History
Sequent Asset Management, LLC
- $118 Million
- Q2 2024
Shares
8 transactions
Others Institutions Holding FYT
# of Institutions
71Shares Held
2.9MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA291KShares$15.7 Million0.0% of portfolio
-
Simplicity Wealth,Llc285KShares$15.4 Million0.34% of portfolio
-
Sawtooth Solutions, LLC274KShares$14.8 Million0.41% of portfolio
-
Lpl Financial LLC Fort Mill, SC266KShares$14.3 Million0.01% of portfolio
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Blueprint Investment Partners LLC Greensboro, NC252KShares$13.6 Million3.22% of portfolio