9258 Wealth Management, LLC First Trust Small Cap Transaction History

9258 Wealth Management, LLC

  • $664 Million
  • Q3 2024

A detailed history of 9258 Wealth Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 4,377 shares of FYT stock, worth $238,065. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,377
Previous 4,104 6.65%
Holding current value
$238,065
Previous $212,000 14.62%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.68 - $58.56 $13,835 - $15,986
273 Added 6.65%
4,377 $243,000
Q2 2024

Aug 02, 2024
BUY
$50.17 - $54.13 $17,057 - $18,404
340 Added 9.03%
4,104 $212,000
Q1 2024

May 03, 2024
BUY
$50.93 - $54.33 $191,700 - $204,498
3,764 New
3,764 $204,000

Others Institutions Holding FYT

# of Institutions
73
Shares Held
2.15M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP

FYT Quotes by TradingView
  • Ticker FYT
  • Sector ETFs
  • Industry ETFs
More about FYT
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