Waterfront Wealth Inc. First Trust Small Cap Growth A Transaction History

Waterfront Wealth Inc.

  • $389 Million
  • Q4 2024

A detailed history of Waterfront Wealth Inc. transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Waterfront Wealth Inc. holds 3,270 shares of FYC stock, worth $261,338. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,270
Previous 3,145 3.97%
Holding current value
$261,338
Previous $233,000 8.58%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$72.19 - $84.64 $9,023 - $10,580
125 Added 3.97%
3,270 $253,000
Q3 2024

Oct 31, 2024
BUY
$65.44 - $74.98 $205,808 - $235,812
3,145 New
3,145 $233,000
Q3 2022

Nov 01, 2022
BUY
$53.15 - $64.8 $198,249 - $241,704
3,730 New
3,730 $220,000
Q2 2022

Jul 25, 2022
SELL
$52.17 - $69.13 $191,985 - $254,398
-3,680 Closed
0 $0
Q1 2022

May 13, 2022
BUY
$62.37 - $75.14 $29,002 - $34,940
465 Added 14.46%
3,680 $241,000
Q4 2021

Feb 14, 2022
BUY
$70.02 - $80.47 $225,114 - $258,711
3,215 New
3,215 $240,000

Others Institutions Holding FYC

# of Institutions
102
Shares Held
3.73M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
Track This Portfolio

Track Waterfront Wealth Inc. Portfolio

Follow Waterfront Wealth Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waterfront Wealth Inc., based on Form 13F filings with the SEC.

News

Stay updated on Waterfront Wealth Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email