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

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

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 8,749 shares of FYC stock, worth $577,696. This represents 0.63% of its overall portfolio holdings.

Number of Shares
8,749
Previous 7,637 14.56%
Holding current value
$577,696
Previous $422,000 30.33%
% of portfolio
0.63%
Previous 0.61%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$53.77 - $64.8 $270,731 - $326,268
5,035 New
5,035 $271,000

Others Institutions Holding FYC

# of Institutions
80
Shares Held
2.75M
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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