Global Retirement Partners, LLC First Trust Small Cap Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Global Retirement Partners, LLC holds 228 shares of FYT stock, worth $12,590. This represents 0.0% of its overall portfolio holdings.

Number of Shares

228

Previous 228 -0.0%

Holding current value

$12,590

Previous $11,000 9.09%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$43.46 - $52.95 $6,997 - $8,524	-161 Reduced 41.39%	228 $10,000
Q4 2022 Feb 13, 2023	SELL	$41.5 - $48.07 $20,003 - $23,169	-482 Reduced 55.34%	389 $17,000
Q3 2022 Nov 03, 2022	BUY	$40.51 - $51.22 $6,319 - $7,990	156 Added 21.82%	871 $40,000
Q2 2022 Jul 15, 2022	BUY	$42.85 - $51.39 $128 - $154	3 Added 0.42%	715 $32,000
Q1 2022 Jul 14, 2022	BUY	$49.58 - $54.42 $35,300 - $38,747	712 New	712 $33,000
Q4 2021 Jan 21, 2022	SELL	$49.77 - $54.19 $31,554 - $34,356	-634 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	$47.75 - $51.52 $11,889 - $12,828	-249 Reduced 28.2%	634 $32,000
Q2 2021 Jul 15, 2021	SELL	$49.99 - $53.68 $449 - $483	-9 Reduced 1.01%	883 $45,000
Q1 2021 Apr 14, 2021	BUY	$40.97 - $52.99 $36,545 - $47,267	892 New	892 $45,000

Others Institutions Holding FYT

# of Institutions

Shares Held

2.71M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST SMALL CAP

Ticker FYT
Sector ETFs
Industry ETFs

More about FYT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Global Retirement Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Global Retirement Partners, LLC with notifications on news.

Account

Global Retirement Partners, LLC First Trust Small Cap Transaction History