Summit Financial, LLC First Trust Small Cap Growth A Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Summit Financial, LLC holds 2,817 shares of FYC stock, worth $223,219. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,817

Holding current value

$223,219

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 12, 2024	BUY	$65.44 - $74.98 $184,344 - $211,218	2,817 New	2,817 $209,000

Others Institutions Holding FYC

# of Institutions

Shares Held

3.44M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

536K
Shares

$42.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20.3 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$20 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.6 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15.3 Million
0.0% of portfolio

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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Summit Financial, LLC First Trust Small Cap Growth A Transaction History