Purchases and Sales Made in Q2 2024 in First Trust Small Cap (FYT)
This table provides information about the institutional ownership of First Trust Small Cap (FYT) during Q2 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST SMALL CAP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.76K+ 3.55% |
$490K - $528K
|
285K
$16.4M
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.26KNew |
$63.2K - $68.1K
|
1.26K
$72.3K
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
290+ 6.5% |
$14.5K - $15.7K
|
4.75K
$273K
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
236New |
$11.8K - $12.8K
|
236
$13.6K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-101- 16.81% |
$5.07K - $5.47K
|
500
$28.7K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-200Closed |
$10K - $10.8K
|
0
$0
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-213- 5.55% |
$10.7K - $11.5K
|
3.63K
$208K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-600- 7.21% |
$30.1K - $32.5K
|
7.72K
$444K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 5.12% |
$109K - $118K
|
40.2K
$2.31M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.22K- 9.35% |
$412K - $445K
|
79.7K
$4.58M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13K- 43.52% |
$650K - $702K
|
16.8K
$966K
|