Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
BUY
|
- |
7.82K+ 5.76% |
$477K - $623K
|
144K
$11.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.15K+ 61.41% |
$436K - $569K
|
18.8K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 29.64% |
$72.2K - $94.2K
|
5.18K
$411K
|
|
|
Jul 15, 2025
Q2 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
565+ 7.73% |
$34.5K - $45K
|
7.88K
$625K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
430+ 7.26% |
$26.2K - $34.2K
|
6.36K
$504K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
186+ 2.33% |
$11.3K - $14.8K
|
8.16K
$647K
|
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
92New |
$5.61K - $7.32K
|
92
$7.29K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-32- 0.41% |
$1.95K - $2.55K
|
7.85K
$623K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-60- 73.17% |
$3.66K - $4.77K
|
22
$1.74K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-266- 8.86% |
$16.2K - $21.2K
|
2.74K
$217K
|
|
|
Jul 18, 2025
Q2 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-2K- 2.06% |
$122K - $159K
|
95.4K
$7.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-3.03K- 10.38% |
$185K - $241K
|
26.2K
$2.08M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-6.37K- 6.62% |
$389K - $507K
|
89.8K
$7.12M
|