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

79

Shares Held

2.75M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

464K
Shares

$30.6 Million
0.02% of portfolio
First Trust Advisors LP Wheaton, IL

311K
Shares

$20.5 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$13.8 Million
4.52% of portfolio
Royal Bank Of Canada Toronto, A6

177K
Shares

$11.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

159K
Shares

$10.4 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.