Simplicity Wealth,Llc First Trust Small Cap Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in First Trust Small Cap stock. As of the latest transaction made, Simplicity Wealth,Llc holds 290,153 shares of FYT stock, worth $15.9 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
290,153
Previous 289,519 0.22%
Holding current value
$15.9 Million
Previous $16.1 Million 0.75%
% of portfolio
3.46%
Previous 1.55%

Shares

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

Feb 07, 2025
BUY
$53.73 - $60.73 $34,064 - $38,502
634 Added 0.22%
290,153 $16 Million
Q3 2024

Oct 09, 2024
BUY
$50.68 - $58.56 $230,137 - $265,920
4,541 Added 1.59%
289,519 $16.1 Million
Q2 2024

Jul 10, 2024
BUY
$50.17 - $54.13 $489,508 - $528,146
9,757 Added 3.55%
284,978 $14.7 Million
Q1 2024

Apr 24, 2024
BUY
$50.93 - $54.33 $14 Million - $15 Million
275,221 New
275,221 $15 Million

Others Institutions Holding FYT

# of Institutions
77
Shares Held
2.77M
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 Simplicity Wealth,Llc Portfolio

Follow Simplicity Wealth,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 Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email