Latest Institutional Transactions on First Trust Small Cap (FYT)
This table provides information on the latest institutional transactions involving First Trust Small Cap (FYT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.59K- 3.01% |
$79.8K - $86.1K
|
51.3K
$2.77M
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.9KNew |
$595K - $642K
|
11.9K
$641K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.47% |
$100 - $108
|
428
$23.1K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-245- 10.09% |
$12.3K - $13.3K
|
2.18K
$118K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.8K- 67.83% |
$1.39M - $1.5M
|
13.2K
$712K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
857+ 2.86% |
$43K - $46.4K
|
30.8K
$1.66M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-192- 86.1% |
$9.63K - $10.4K
|
31
$1.67K
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.73K- 2.98% |
$388K - $418K
|
252K
$13.6M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 8.79% |
$686K - $740K
|
169K
$9.14M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-313- 3.95% |
$15.7K - $16.9K
|
7.61K
$411K
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 0.45% |
$1.61K - $1.73K
|
7.07K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3K+ 46.2% |
$616K - $665K
|
38.9K
$2.1M
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.34K+ 1.81% |
$67.3K - $72.6K
|
75.3K
$4.07M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.79K+ 4.54% |
$291K - $313K
|
133K
$7.21M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.54K- 12.24% |
$177K - $191K
|
25.4K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.8K- 6.96% |
$1.09M - $1.18M
|
291K
$15.7M
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3K+ 59.46% |
$519K - $560K
|
27.8K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-286- 0.52% |
$14.3K - $15.5K
|
54.6K
$2.95M
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.68K+ 9.6% |
$235K - $253K
|
53.4K
$2.88M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.9K+ 4.69% |
$196K - $211K
|
87K
$4.7M
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
65New |
$3.26K - $3.52K
|
65
$3.51K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.39K+ 44.05% |
$220K - $237K
|
14.3K
$775K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.76K- 4.17% |
$138K - $149K
|
63.4K
$3.42M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.83K+ 1.85% |
$242K - $261K
|
266K
$14.3M
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
409+ 1.63% |
$20.5K - $22.1K
|
25.6K
$1.38M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-196- 8.98% |
$9.83K - $10.6K
|
1.99K
$107K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11K- 11.47% |
$554K - $598K
|
85.3K
$4.61M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.65K- 25.8% |
$283K - $306K
|
16.2K
$877K
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
340+ 9.03% |
$17.1K - $18.4K
|
4.1K
$222K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 26.28% |
$965K - $1.04M
|
54K
$2.92M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2- 0.04% |
$100 - $108
|
4.63K
$250K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
614+ 7.19% |
$30.8K - $33.2K
|
9.16K
$495K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.56KNew |
$179K - $193K
|
3.56K
$192K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10+ 0.08% |
$502 - $541
|
13.1K
$707K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.45K+ 7.05% |
$223K - $241K
|
67.6K
$3.65M
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$10K - $10.8K
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13K- 43.52% |
$650K - $702K
|
16.8K
$909K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 5.12% |
$109K - $118K
|
40.2K
$2.17M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.22K- 9.35% |
$412K - $445K
|
79.7K
$4.3M
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-213- 5.55% |
$10.7K - $11.5K
|
3.63K
$196K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
290+ 6.5% |
$14.5K - $15.7K
|
4.75K
$257K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-101- 16.81% |
$5.07K - $5.47K
|
500
$27K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.76K+ 3.55% |
$490K - $528K
|
285K
$15.4M
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
236New |
$11.8K - $12.8K
|
236
$12.7K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-600- 7.21% |
$30.1K - $32.5K
|
7.72K
$417K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.26KNew |
$63.2K - $68.1K
|
1.26K
$68K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
310+ 0.12% |
$15.8K - $16.8K
|
260K
$14M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
115New |
$5.86K - $6.25K
|
115
$6.21K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-18K- 78.06% |
$917K - $978K
|
5.06K
$273K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 2.82% |
$102 - $109
|
69
$3.73K
|