Strategic Wealth Advisors Group, LLC First Trust Small Cap Growth A Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$52.17 - $69.13 $2.1 Million - $2.79 Million	-40,296 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$62.37 - $75.14 $158,731 - $191,231	-2,545 Reduced 5.94%	40,296 $2.79 Million
Q4 2021 Feb 16, 2022	BUY	$70.02 - $80.47 $3 Million - $3.45 Million	42,841 New	42,841 $3.22 Million
Q3 2021 Nov 17, 2021	SELL	$67.32 - $74.23 $3.48 Million - $3.83 Million	-51,659 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$65.65 - $74.13 $52,716 - $59,526	803 Added 1.58%	51,659 $3.79 Million
Q1 2021 May 07, 2021	BUY	$61.1 - $75.91 $47,169 - $58,602	772 Added 1.54%	50,856 $3.54 Million
Q4 2020 Feb 12, 2021	BUY	$47.12 - $63.8 $2.36 Million - $3.2 Million	50,084 New	50,084 $3.09 Million
Q1 2020 May 05, 2020	SELL	$27.59 - $48.63 $284,314 - $501,132	-10,305 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$42.61 - $46.83 $439,096 - $482,583	10,305 New	10,305 $481,000

Others Institutions Holding FYC

# of Institutions

92

Shares Held

3.27M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$42.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20.2 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$19.9 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.5 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15.2 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

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