Vital Stone Financial, LLC First Trust Small Cap Growth A Transaction History

Vital Stone Financial, LLC

$141 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 07, 2024	SELL	$60.92 - $67.49 $426 - $472	-7 Closed	0 $0
Q4 2022 Jan 30, 2023	BUY	$54.07 - $59.89 $378 - $419	7 New	7 $0

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

$20.1 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

$16.4 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

Ticker FYC
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.