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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
19+ 0.51% |
$1.29K - $1.53K
|
3.73K
$296K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.14% |
$68.1 - $80.6
|
719
$57K
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
80.5KNew |
$5.81M - $6.81M
|
80.5K
$6.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
51KNew |
$3.68M - $4.32M
|
51K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
22.3KNew |
$1.61M - $1.89M
|
22.3K
$1.77M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$951K - $1.12M
|
13.2K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
8.42KNew |
$608K - $712K
|
8.42K
$667K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.41KNew |
$390K - $458K
|
5.41K
$429K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.52KNew |
$326K - $382K
|
4.52K
$358K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.41KNew |
$246K - $288K
|
3.41K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.76KNew |
$199K - $234K
|
2.76K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.62KNew |
$189K - $222K
|
2.62K
$208K
|
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
2.58KNew |
$186K - $219K
|
2.58K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
425+ 12.21% |
$30.7K - $36K
|
3.91K
$310K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
189+ 5.27% |
$13.6K - $16K
|
3.77K
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
125+ 3.97% |
$9.02K - $10.6K
|
3.27K
$259K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
65New |
$4.69K - $5.5K
|
65
$5.15K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4+ 0.19% |
$289 - $339
|
2.08K
$165K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
95.8KNew |
$6.27M - $7.19M
|
95.8K
$7.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.9K+ 52.25% |
$1.76M - $2.02M
|
78.5K
$6.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644+ 1.05% |
$42.1K - $48.3K
|
61.7K
$4.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.65% |
$131 - $150
|
309
$24.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.41% |
$65.4 - $75
|
243
$19.3K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.05KNew |
$125K - $138K
|
2.05K
$162K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
196New |
$11.9K - $13.2K
|
196
$15.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 0.19% |
$6.03K - $6.68K
|
52.6K
$4.17M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31New |
$1.89K - $2.09K
|
31
$2.46K
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.41KNew |
$498K - $552K
|
8.41K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 32.65% |
$66.2K - $73.4K
|
4.54K
$360K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49New |
$2.9K - $3.22K
|
49
$3.88K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15KNew |
$772K - $959K
|
15K
$1.19M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
10.7K+ 5.4% |
$551K - $685K
|
209K
$16.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.02KNew |
$207K - $257K
|
4.02K
$319K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.3KNew |
$170K - $211K
|
3.3K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
271New |
$14K - $17.3K
|
271
$21.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
76New |
$3.91K - $4.87K
|
76
$6.03K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
25New |
$1.29K - $1.6K
|
25
$1.98K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
906+ 12.51% |
$50.2K - $57.9K
|
8.15K
$646K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
211New |
$11.6K - $12.8K
|
211
$16.7K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
349New |
$19.1K - $21.7K
|
349
$27.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
188New |
$10.3K - $11.7K
|
188
$14.9K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.36KNew |
$235K - $261K
|
4.36K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.06KNew |
$166K - $183K
|
3.06K
$243K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
957+ 18.18% |
$51.7K - $57.3K
|
6.22K
$493K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
320New |
$17.3K - $19.2K
|
320
$25.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16New |
$865 - $958
|
16
$1.27K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
768+ 159.67% |
$40.8K - $49.8K
|
1.25K
$99K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
312+ 4.03% |
$16.6K - $20.2K
|
8.05K
$638K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
321+ 6.53% |
$16.7K - $22.2K
|
5.24K
$415K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
193+ 22.87% |
$10.1K - $13.3K
|
1.04K
$82.2K
|
|