Wealth Enhancement Advisory Services, LLC First Trust Small Cap Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,880 shares of FYT stock, worth $409,838. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,880
Previous 7,640 3.14%
Holding current value
$409,838
Previous $379,000 4.75%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$42.78 - $50.73 $10,267 - $12,175
240 Added 3.14%
7,880 $397,000
Q1 2025

Apr 16, 2025
SELL
$48.74 - $56.7 $29,244 - $34,020
-600 Reduced 7.28%
7,640 $379,000
Q4 2024

Mar 17, 2025
BUY
$53.73 - $60.73 $442,735 - $500,415
8,240 New
8,240 $453,000

Others Institutions Holding FYT

# of Institutions
78
Shares Held
2.41M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP

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

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email