Capital Analysts, LLC First Trust Small Cap Transaction History

Capital Analysts, LLC

  • $3.43 Billion
  • Q3 2025

A detailed history of Capital Analysts, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Capital Analysts, LLC holds 1,968 shares of FYT stock, worth $107,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,968
Previous 1,968 -0.0%
Holding current value
$107,039
Previous $99,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$48.74 - $56.7 $27,148 - $31,581
557 Added 39.48%
1,968 $98,000
Q3 2024

Nov 13, 2024
SELL
$50.68 - $58.56 $14,545 - $16,806
-287 Reduced 16.9%
1,411 $78,000
Q3 2023

Nov 13, 2023
SELL
$45.09 - $50.88 $35,350 - $39,889
-784 Reduced 31.59%
1,698 $80,000
Q2 2023

Aug 11, 2023
SELL
$41.77 - $47.05 $6,850 - $7,716
-164 Reduced 6.2%
2,482 $114,000
Q4 2022

Feb 08, 2023
SELL
$41.5 - $48.07 $6,557 - $7,595
-158 Reduced 5.63%
2,646 $119,000
Q3 2022

Nov 14, 2022
BUY
$40.51 - $51.22 $21,834 - $27,607
539 Added 23.8%
2,804 $114,000
Q1 2022

May 12, 2022
BUY
$49.58 - $54.42 $112,298 - $123,261
2,265 New
2,265 $116,000

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
Track This Portfolio

Track Capital Analysts, LLC Portfolio

Follow Capital Analysts, LLC 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 Capital Analysts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Capital Analysts, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email