A detailed history of Cornerstone Wealth Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 5,810 shares of FYT stock, worth $316,935. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,810
Previous 5,810 -0.0%
Holding current value
$316,935
Previous $300,000 7.33%
% of portfolio
0.02%
Previous 0.02%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 10, 2024

BUY
$44.09 - $55.35 $256,162 - $321,583
5,810 New
5,810 $316,000
Q3 2021

Nov 12, 2021

SELL
$47.75 - $51.52 $692,661 - $747,349
-14,506 Closed
0 $0
Q2 2021

Aug 09, 2021

BUY
$49.99 - $53.68 $725,154 - $778,682
14,506 New
14,506 $739,000
Q2 2019

Aug 02, 2019

SELL
$32.09 - $36.87 $25,639 - $29,459
-799 Closed
0 $0
Q1 2019

May 13, 2019

BUY
$31.17 - $37.05 $24,904 - $29,602
799 New
799 $257,000
Q4 2018

Feb 13, 2019

SELL
$29.75 - $38.38 $1.82 Million - $2.35 Million
-61,268 Closed
0 $0
Q3 2018

Oct 19, 2018

BUY
$38.48 - $40.19 $983,702 - $1.03 Million
25,564 Added 71.6%
61,268 $1.72 Million
Q2 2018

Jul 20, 2018

BUY
$34.57 - $39.33 $1.23 Million - $1.4 Million
35,704 New
35,704 $928,000

Others Institutions Holding FYT

About FIRST TRUST SMALL CAP


  • Ticker FYT
  • Sector ETFs
  • Industry ETFs
More about FYT
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