Xml Financial, LLC First Trust Small Cap Growth A Transaction History

Xml Financial, LLC

$1.2 Billion
Q3 2025

A detailed history of Xml Financial, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Xml Financial, LLC holds 2,400 shares of FYC stock, worth $228,672. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,400

Holding current value

$228,672

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 20, 2025	BUY	$77.98 - $92.23 $187,152 - $221,352	2,400 New	2,400 $217,000

Others Institutions Holding FYC

# of Institutions

114

Shares Held

4.64M

Call Options Held

23K

Put Options Held

Lpl Financial LLC Fort Mill, SC

671K
Shares

$64 Million
0.02% of portfolio
Morgan Stanley New York, NY

478K
Shares

$45.5 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

314K
Shares

$29.9 Million
0.01% of portfolio
First Trust Advisors LP Wheaton, IL

255K
Shares

$24.3 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

246K
Shares

$23.5 Million
0.0% of portfolio

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
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