Sigma Planning Corp First Trust Small Cap Transaction History

Sigma Planning Corp

$3.07 Billion
Q4 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$40.51 - $51.22 $1.26 Million - $1.59 Million	31,027 Added 197.45%	46,741 $1.89 Million
Q2 2022 Aug 11, 2022	BUY	$42.85 - $51.39 $14,740 - $17,678	344 Added 2.24%	15,714 $692,000
Q1 2022 Apr 20, 2022	SELL	$49.58 - $54.42 $2.31 Million - $2.53 Million	-46,567 Reduced 75.18%	15,370 $785,000
Q4 2021 Feb 02, 2022	BUY	$49.77 - $54.19 $122,633 - $133,524	2,464 Added 4.14%	61,937 $3.29 Million
Q3 2021 Oct 28, 2021	SELL	$47.75 - $51.52 $1.19 Million - $1.29 Million	-24,943 Reduced 29.55%	59,473 $2.97 Million
Q2 2021 Aug 13, 2021	SELL	$49.99 - $53.68 $1.36 Million - $1.46 Million	-27,180 Reduced 24.36%	84,416 $4.3 Million
Q1 2021 May 06, 2021	BUY	$40.97 - $52.99 $4.57 Million - $5.91 Million	111,596 New	111,596 $5.61 Million

Others Institutions Holding FYT

# of Institutions

81

Shares Held

2.56M

Call Options Held

0

Put Options Held

0

Blueprint Investment Partners LLC Greensboro, NC

289K
Shares

$13.2 Million
3.0% of portfolio
Sawtooth Solutions, LLC

274K
Shares

$12.5 Million
0.41% of portfolio
Lpl Financial LLC Fort Mill, SC

229K
Shares

$10.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

222K
Shares

$10.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

182K
Shares

$8.34 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP

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