Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-16- 0.44% |
$1.05K - $1.2K
|
3.6K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-33- 0.41% |
$2.16K - $2.47K
|
8.07K
$671K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-74- 10.07% |
$4.84K - $5.55K
|
661
$55K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-137- 3.68% |
$8.97K - $10.3K
|
3.58K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-140- 50.91% |
$9.16K - $10.5K
|
135
$11.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-251- 0.32% |
$16.4K - $18.8K
|
79.3K
$6.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-328- 0.95% |
$21.5K - $24.6K
|
34.3K
$2.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-492- 6.26% |
$32.2K - $36.9K
|
7.36K
$613K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-496- 6.42% |
$32.5K - $37.2K
|
7.23K
$601K
|
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-568- 13.45% |
$37.2K - $42.6K
|
3.66K
$304K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-710- 0.81% |
$46.5K - $53.2K
|
86.6K
$7.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-750- 4.25% |
$49.1K - $56.2K
|
16.9K
$1.41M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.1K- 17.42% |
$72K - $82.5K
|
5.22K
$434K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.8K- 19.99% |
$118K - $135K
|
7.2K
$599K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.88K- 7.59% |
$188K - $216K
|
35K
$2.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3.12K- 14.54% |
$204K - $234K
|
18.3K
$1.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-3.28K- 7.83% |
$215K - $246K
|
38.6K
$3.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-13.3K- 99.45% |
$870K - $997K
|
74
$6.16K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-18.3K- 6.77% |
$1.2M - $1.37M
|
252K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27K- 76.11% |
$1.77M - $2.02M
|
8.47K
$705K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.5K- 21.42% |
$2.39M - $2.74M
|
134K
$11.1M
|