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 $219,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,400

Holding current value

$219,096

% 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

126

Shares Held

5.03M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

828K
Shares

$75.6 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

324K
Shares

$29.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

282K
Shares

$25.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

252K
Shares

$23 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

246K
Shares

$22.4 Million
0.02% of portfolio

View Full List

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

More about FYC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Xml Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xml Financial, LLC with notifications on news.

Account