Latest Institutional Purchases of First Trust Small Cap Growth A (FYC)
This list provides information on the latest institutional transactions involving First Trust Small Cap Growth A (FYC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
95.8KNew |
$6.27M - $7.19M
|
95.8K
$7.55M
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
95.8KNew |
$6.27M - $7.19M
|
95.8K
$7.55M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.3K+ 57.26% |
$6.1M - $6.99M
|
256K
$20.2M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.4K+ 13.89% |
$4.28M - $4.9M
|
536K
$42.2M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
47.4KNew |
$3.1M - $3.55M
|
47.4K
$3.73M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.4K+ 53.38% |
$2.18M - $2.5M
|
95.9K
$7.56M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29K+ 50.88% |
$1.89M - $2.17M
|
85.9K
$6.77M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.9K+ 52.25% |
$1.76M - $2.02M
|
78.5K
$6.19M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.6K+ 110.6% |
$1.74M - $1.99M
|
50.6K
$3.99M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.1K+ 15.0% |
$1.64M - $1.88M
|
193K
$15.2M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.9K+ 14.07% |
$1.04M - $1.19M
|
129K
$10.1M
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
6.58K+ 89.83% |
$431K - $494K
|
13.9K
$1.1M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6.58KNew |
$431K - $493K
|
6.58K
$519K
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
6.37KNew |
$417K - $477K
|
6.37K
$502K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
6.16KNew |
$403K - $462K
|
6.16K
$486K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
5.93KNew |
$388K - $444K
|
5.93K
$467K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.59KNew |
$235K - $269K
|
3.59K
$282K
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
3.15KNew |
$206K - $236K
|
3.15K
$248K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.12K+ 6.2% |
$204K - $234K
|
53.5K
$4.22M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.02K+ 41.21% |
$197K - $226K
|
10.3K
$815K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.82KNew |
$184K - $211K
|
2.82K
$222K
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.69KNew |
$176K - $202K
|
2.69K
$212K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.43K+ 378.5% |
$159K - $182K
|
3.07K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.14K+ 4.37% |
$140K - $160K
|
51K
$4.02M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.61K+ 58.67% |
$106K - $121K
|
4.37K
$344K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 213.85% |
$91.9K - $105K
|
2.06K
$162K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
873+ 17.56% |
$57.1K - $65.5K
|
5.85K
$461K
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
670+ 3.11% |
$43.8K - $50.2K
|
22.2K
$1.75M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644+ 1.05% |
$42.1K - $48.3K
|
61.7K
$4.86M
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
425+ 13.9% |
$27.8K - $31.9K
|
3.48K
$274K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
306+ 0.61% |
$20K - $22.9K
|
50.5K
$3.98M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
302+ 2.01% |
$19.8K - $22.6K
|
15.3K
$1.21M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
302+ 9.32% |
$19.8K - $22.6K
|
3.54K
$279K
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
266+ 4.78% |
$17.4K - $19.9K
|
5.83K
$460K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
223+ 1.31% |
$14.6K - $16.7K
|
17.2K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
209+ 19.62% |
$13.7K - $15.7K
|
1.27K
$100K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
207+ 2.33% |
$13.5K - $15.5K
|
9.1K
$717K
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
205+ 1.0% |
$13.4K - $15.4K
|
20.8K
$1.64M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106New |
$6.94K - $7.95K
|
106
$8.35K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
94+ 0.41% |
$6.15K - $7.05K
|
22.8K
$1.79M
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
32+ 0.38% |
$2.09K - $2.4K
|
8.43K
$664K
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
21+ 0.71% |
$1.37K - $1.57K
|
2.98K
$235K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.48% |
$654 - $750
|
2.08K
$164K
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3+ 0.09% |
$196 - $225
|
3.46K
$272K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.65% |
$131 - $150
|
309
$24.3K
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.41% |
$65.4 - $75
|
243
$19.1K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.14% |
$65.4 - $75
|
717
$56.5K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.93% |
$65.4 - $75
|
108
$8.51K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.86K+ 18.18% |
$174K - $193K
|
18.6K
$1.46M
|