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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.7K+ 8.79% |
$686K - $740K
|
169K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.3K+ 46.2% |
$616K - $665K
|
38.9K
$2.31M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
11.9KNew |
$595K - $642K
|
11.9K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.3K+ 59.46% |
$519K - $560K
|
27.8K
$1.65M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
9.76K+ 3.55% |
$490K - $528K
|
285K
$17M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.79K+ 4.54% |
$291K - $313K
|
133K
$7.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.83K+ 1.85% |
$242K - $261K
|
266K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.68K+ 9.6% |
$235K - $253K
|
53.4K
$3.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.45K+ 7.05% |
$223K - $241K
|
67.6K
$4.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.39K+ 44.05% |
$220K - $237K
|
14.3K
$854K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.9K+ 4.69% |
$196K - $211K
|
87K
$5.18M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.56KNew |
$179K - $193K
|
3.56K
$212K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.34K+ 1.81% |
$67.3K - $72.6K
|
75.3K
$4.49M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.26KNew |
$63.2K - $68.1K
|
1.26K
$75K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
857+ 2.86% |
$43K - $46.4K
|
30.8K
$1.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
614+ 7.19% |
$30.8K - $33.2K
|
9.16K
$545K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
409+ 1.63% |
$20.5K - $22.1K
|
25.6K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
340+ 9.03% |
$17.1K - $18.4K
|
4.1K
$244K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
290+ 6.5% |
$14.5K - $15.7K
|
4.75K
$283K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
236New |
$11.8K - $12.8K
|
236
$14.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
65New |
$3.26K - $3.52K
|
65
$3.87K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
32+ 0.45% |
$1.61K - $1.73K
|
7.07K
$421K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10+ 0.08% |
$502 - $541
|
13.1K
$779K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2- 0.47% |
$100 - $108
|
428
$25.5K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2- 0.04% |
$100 - $108
|
4.63K
$275K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-101- 16.81% |
$5.07K - $5.47K
|
500
$29.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-192- 86.1% |
$9.63K - $10.4K
|
31
$1.85K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-196- 8.98% |
$9.83K - $10.6K
|
1.99K
$118K
|
|
|
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
$216K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-245- 10.09% |
$12.3K - $13.3K
|
2.18K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-286- 0.52% |
$14.3K - $15.5K
|
54.6K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-313- 3.95% |
$15.7K - $16.9K
|
7.61K
$453K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-600- 7.21% |
$30.1K - $32.5K
|
7.72K
$460K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.59K- 3.01% |
$79.8K - $86.1K
|
51.3K
$3.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.17K- 5.12% |
$109K - $118K
|
40.2K
$2.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.76K- 4.17% |
$138K - $149K
|
63.4K
$3.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.54K- 12.24% |
$177K - $191K
|
25.4K
$1.51M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.65K- 25.8% |
$283K - $306K
|
16.2K
$967K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-7.73K- 2.98% |
$388K - $418K
|
252K
$15M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.22K- 9.35% |
$412K - $445K
|
79.7K
$4.74M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-11K- 11.47% |
$554K - $598K
|
85.3K
$5.08M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13K- 43.52% |
$650K - $702K
|
16.8K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.2K- 26.28% |
$965K - $1.04M
|
54K
$3.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.8K- 6.96% |
$1.09M - $1.18M
|
291K
$17.3M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-27.8K- 67.83% |
$1.39M - $1.5M
|
13.2K
$785K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.2K- 29.3% |
$3.82M - $4.13M
|
184K
$11M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-76.2K- 29.3% |
$3.82M - $4.13M
|
184K
$11M
|