Avantax Advisory Services, Inc. First Trust Small Cap Transaction History

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in First Trust Small Cap stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 14,627 shares of FYT stock, worth $660,262. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,627
Previous 14,288 2.37%
Holding current value
$660,262
Previous $793,000 1.39%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$53.73 - $60.73 $18,214 - $20,587
339 Added 2.37%
14,627 $804,000
Q3 2024

Nov 13, 2024
SELL
$50.68 - $58.56 $2,990 - $3,455
-59 Reduced 0.41%
14,288 $793,000
Q2 2024

Aug 09, 2024
BUY
$50.17 - $54.13 $220,095 - $237,468
4,387 Added 44.05%
14,347 $742,000
Q1 2024

May 08, 2024
BUY
$50.93 - $54.33 $192,770 - $205,639
3,785 Added 61.3%
9,960 $541,000
Q4 2023

Feb 07, 2024
BUY
$44.09 - $55.35 $272,255 - $341,786
6,175 New
6,175 $335,000

Others Institutions Holding FYT

# of Institutions
81
Shares Held
2.56M
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email