Summit Financial, LLC First Trust Small Cap Growth A Transaction History
Summit Financial, LLC
- $4.38 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding FYC
# of Institutions
113Shares Held
4.57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC671KShares$56.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY478KShares$40.5 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA314KShares$26.6 Million0.01% of portfolio
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First Trust Advisors LP Wheaton, IL255KShares$21.6 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC246KShares$20.9 Million0.0% of portfolio