Spire Wealth Management First Trust Small Cap Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

A detailed history of Spire Wealth Management transactions in First Trust Small Cap stock. As of the latest transaction made, Spire Wealth Management holds 77 shares of FYT stock, worth $4,499. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 77 -0.0%

Holding current value

$4,499

Previous $3,000 33.33%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$43.46 - $52.95 $59,279 - $72,223	-1,364 Reduced 94.66%	77 $3,000
Q4 2022 Feb 03, 2023	BUY	$41.5 - $48.07 $28,842 - $33,408	695 Added 93.16%	1,441 $65,000
Q3 2022 Nov 07, 2022	SELL	$40.51 - $51.22 $68,948 - $87,176	-1,702 Reduced 69.53%	746 $30,000
Q2 2022 Jul 22, 2022	SELL	$42.85 - $51.39 $534,810 - $641,398	-12,481 Reduced 83.6%	2,448 $108,000
Q1 2022 Apr 18, 2022	SELL	$49.58 - $54.42 $34,111 - $37,440	-688 Reduced 4.41%	14,929 $763,000
Q4 2021 Jan 14, 2022	BUY	$49.77 - $54.19 $54,498 - $59,338	1,095 Added 7.54%	15,617 $829,000
Q3 2021 Oct 22, 2021	BUY	$47.75 - $51.52 $200,645 - $216,487	4,202 Added 40.72%	14,522 $725,000
Q2 2021 Jul 26, 2021	BUY	$49.99 - $53.68 $515,896 - $553,977	10,320 New	10,320 $525,000

Others Institutions Holding FYT

# of Institutions

Shares Held

2.71M

Call Options Held

Put Options Held

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About FIRST TRUST SMALL CAP

Ticker FYT
Sector ETFs
Industry ETFs

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Spire Wealth Management First Trust Small Cap Transaction History