Willner & Heller, LLC First Trust Small Cap Growth A Transaction History

Willner & Heller, LLC

  • $110 Million
  • Q4 2024

A detailed history of Willner & Heller, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Willner & Heller, LLC holds 7,497 shares of FYC stock, worth $520,741. This represents 0.53% of its overall portfolio holdings.

Number of Shares
7,497
Previous 7,364 1.81%
Holding current value
$520,741
Previous $547,000 6.03%
% of portfolio
0.53%
Previous 0.5%

Shares

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

Jan 16, 2025
BUY
$72.19 - $84.64 $9,601 - $11,257
133 Added 1.81%
7,497 $580,000
Q3 2024

Oct 10, 2024
SELL
$65.44 - $74.98 $32,196 - $36,890
-492 Reduced 6.26%
7,364 $547,000
Q2 2024

Jul 19, 2024
BUY
$60.92 - $67.49 $10,904 - $12,080
179 Added 2.33%
7,856 $517,000
Q1 2024

Jul 19, 2024
SELL
$59.23 - $65.69 $63,494 - $70,419
-1,072 Reduced 12.25%
7,677 $504,000
Q4 2023

Mar 06, 2024
BUY
$51.5 - $64.02 $57,268 - $71,190
1,112 Added 14.56%
8,749 $550,000
Q4 2022

Feb 14, 2023
BUY
$54.07 - $59.89 $140,690 - $155,833
2,602 Added 51.68%
7,637 $422,000
Q3 2022

Oct 24, 2022
BUY
$53.15 - $64.8 $267,610 - $326,268
5,035 New
5,035 $271,000

Others Institutions Holding FYC

# of Institutions
114
Shares Held
4.8M
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
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