Purchases and Sales Made in Q2 2024 in First Trust Small Cap Growth A (FYC)
This table provides information about the institutional ownership of First Trust Small Cap Growth A (FYC) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST SMALL CAP GROWTH A.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35.5KNew |
$2.16M - $2.39M
|
35.5K
$2.77M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.2K+ 54.86% |
$1.23M - $1.36M
|
56.9K
$4.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 8.48% |
$775K - $859K
|
163K
$12.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.03K+ 5.69% |
$550K - $609K
|
168K
$13.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.03K+ 5.69% |
$550K - $609K
|
168K
$13.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.9KNew |
$542K - $600K
|
8.9K
$695K
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
7.33KNew |
$446K - $494K
|
7.33K
$572K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.03K+ 1.52% |
$428K - $475K
|
471K
$36.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.2K+ 86.43% |
$378K - $419K
|
13.4K
$1.04M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
3.24KNew |
$197K - $219K
|
3.24K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
2.88K+ 9.07% |
$175K - $194K
|
34.6K
$2.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.86K+ 18.18% |
$174K - $193K
|
18.6K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.14K+ 4.58% |
$130K - $144K
|
48.8K
$3.81M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.05KNew |
$125K - $138K
|
2.05K
$160K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.72K+ 2.0% |
$104K - $116K
|
87.3K
$6.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.1K+ 2.99% |
$67K - $74.2K
|
37.9K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
970+ 31.83% |
$59.1K - $65.5K
|
4.02K
$314K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
808+ 1.03% |
$49.2K - $54.5K
|
79.6K
$6.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
792+ 4.01% |
$48.2K - $53.5K
|
20.5K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
684+ 1.38% |
$41.7K - $46.2K
|
50.4K
$3.94M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
674+ 1.12% |
$41.1K - $45.5K
|
61.1K
$4.77M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
657New |
$40K - $44.3K
|
657
$51.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
642New |
$39.1K - $43.3K
|
642
$50.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
461+ 0.74% |
$28.1K - $31.1K
|
62.5K
$4.88M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
421+ 1.78% |
$25.6K - $28.4K
|
24K
$1.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
359+ 0.32% |
$21.9K - $24.2K
|
113K
$8.81M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
275New |
$16.8K - $18.6K
|
275
$21.5K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
196New |
$11.9K - $13.2K
|
196
$15.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
179+ 2.33% |
$10.9K - $12.1K
|
7.86K
$613K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
141+ 15.26% |
$8.59K - $9.52K
|
1.07K
$83.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
122+ 2.52% |
$7.43K - $8.23K
|
4.97K
$388K
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
119+ 2.9% |
$7.25K - $8.03K
|
4.22K
$330K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
114+ 0.53% |
$6.94K - $7.69K
|
21.5K
$1.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 0.19% |
$6.03K - $6.68K
|
52.6K
$4.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
50+ 0.91% |
$3.05K - $3.37K
|
5.57K
$435K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
31New |
$1.89K - $2.09K
|
31
$2.42K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
7+ 0.08% |
$426 - $472
|
8.4K
$656K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$60.9 - $67.5
|
3.45K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.41% |
$60.9 - $67.5
|
242
$18.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$60.9 - $67.5
|
307
$24K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-7Closed |
$426 - $472
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13- 0.09% |
$792 - $877
|
15K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30- 0.37% |
$1.83K - $2.02K
|
8.1K
$632K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-39- 42.86% |
$2.38K - $2.63K
|
52
$4.06K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-88- 2.89% |
$5.36K - $5.94K
|
2.96K
$231K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-140- 13.16% |
$8.53K - $9.45K
|
924
$72.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-145- 3.09% |
$8.83K - $9.79K
|
4.55K
$355K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-181- 4.77% |
$11K - $12.2K
|
3.62K
$282K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-215- 6.57% |
$13.1K - $14.5K
|
3.06K
$239K
|