Purchases and Sales Made in Q4 2024 in First Trust Small Cap (FYT)
This table provides information about the institutional ownership of First Trust Small Cap (FYT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
22.3KNew |
$1.2M - $1.35M
|
22.3K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75K+ 21.55% |
$201K - $228K
|
21.1K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2K+ 17.52% |
$107K - $121K
|
13.4K
$743K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
668+ 2.51% |
$35.9K - $40.6K
|
27.3K
$1.51M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
446+ 3.96% |
$24K - $27.1K
|
11.7K
$648K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
204+ 16.2% |
$11K - $12.4K
|
1.46K
$81K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
164+ 1.75% |
$8.81K - $9.96K
|
9.53K
$528K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
82+ 2.24% |
$4.41K - $4.98K
|
3.74K
$207K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-122- 2.6% |
$6.56K - $7.41K
|
4.57K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-125- 2.95% |
$6.72K - $7.59K
|
4.11K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-661- 14.42% |
$35.5K - $40.1K
|
3.92K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.01K- 1.9% |
$54.4K - $61.5K
|
52.1K
$2.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.52K- 4.48% |
$189K - $214K
|
75.2K
$4.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-4.35K- 5.57% |
$234K - $264K
|
73.8K
$4.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-9.8K- 8.36% |
$527K - $595K
|
107K
$5.95M
|