Kestra Private Wealth Services, LLC First Trust Small Cap Growth A Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 3,901 shares of FYC stock, worth $356,122. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,901
Previous 3,349 16.48%
Holding current value
$356,122
Previous $266,000 32.71%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$77.98 - $92.23 $43,044 - $50,910
552 Added 16.48%
3,901 $353,000
Q2 2025

Aug 07, 2025
SELL
$61.01 - $79.58 $25,929 - $33,821
-425 Reduced 11.26%
3,349 $266,000
Q4 2024

Jan 28, 2025
BUY
$72.19 - $84.64 $13,643 - $15,996
189 Added 5.27%
3,774 $292,000
Q3 2024

Nov 13, 2024
BUY
$65.44 - $74.98 $234,602 - $268,803
3,585 New
3,585 $266,000
Q4 2021

Jan 21, 2022
SELL
$70.02 - $80.47 $2.16 Million - $2.48 Million
-30,798 Closed
0 $0
Q3 2021

Oct 21, 2021
BUY
$67.32 - $74.23 $2.07 Million - $2.29 Million
30,798 New
30,798 $2.2 Million

Others Institutions Holding FYC

# of Institutions
127
Shares Held
5.02M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST SMALL CAP GROWTH A

FYC Quotes by TradingView
  • Ticker FYC
  • Sector ETFs
  • Industry ETFs
More about FYC
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