Accel Wealth Management First Trust Small Cap Growth A Transaction History

Accel Wealth Management

$257 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 03, 2022	SELL	$52.17 - $69.13 $313 - $414	-6 Closed	0 $0
Q4 2021 Jan 18, 2022	BUY	$70.02 - $80.47 $420 - $482	6 New	6 $0

Others Institutions Holding FYC

# of Institutions

97

Shares Held

3.49M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

536K
Shares

$42.7 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$20.4 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

252K
Shares

$20.1 Million
0.02% of portfolio
J Arnold Wealth Management CO Youngstown, OH

209K
Shares

$16.7 Million
4.52% of portfolio
Morgan Stanley New York, NY

193K
Shares

$15.4 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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