Kingsview Wealth Management, LLC First Trust Small Cap Transaction History

Kingsview Wealth Management, LLC

  • $4.71 Billion
  • Q4 2024

A detailed history of Kingsview Wealth Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 107,406 shares of FYT stock, worth $5.97 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
107,406
Previous 117,206 8.36%
Holding current value
$5.97 Million
Previous $6.51 Million 9.25%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Jan 28, 2025
SELL
$53.73 - $60.73 $526,554 - $595,154
-9,800 Reduced 8.36%
107,406 $5.91 Million
Q3 2024

Nov 12, 2024
BUY
$50.68 - $58.56 $2.12 Million - $2.45 Million
41,881 Added 55.6%
117,206 $6.51 Million
Q2 2024

Aug 14, 2024
BUY
$50.17 - $54.13 $67,328 - $72,642
1,342 Added 1.81%
75,325 $3.9 Million
Q1 2024

May 09, 2024
BUY
$50.93 - $54.33 $329,160 - $351,134
6,463 Added 9.57%
73,983 $4.02 Million
Q4 2023

Feb 08, 2024
BUY
$44.09 - $55.35 $800,938 - $1.01 Million
18,166 Added 36.81%
67,520 $3.67 Million
Q3 2023

Nov 07, 2023
BUY
$45.09 - $50.88 $41,031 - $46,300
910 Added 1.88%
49,354 $2.32 Million
Q2 2023

Aug 10, 2023
BUY
$41.77 - $47.05 $125 - $141
3 Added 0.01%
48,444 $2.23 Million
Q1 2023

May 15, 2023
BUY
$43.46 - $52.95 $83,312 - $101,505
1,917 Added 4.12%
48,441 $2.21 Million
Q4 2022

Feb 13, 2023
BUY
$41.5 - $48.07 $61,212 - $70,903
1,475 Added 3.27%
46,524 $2.09 Million
Q3 2022

Nov 14, 2022
SELL
$40.51 - $51.22 $165,321 - $209,028
-4,081 Reduced 8.31%
45,049 $1.83 Million
Q2 2022

Aug 16, 2022
BUY
$42.85 - $51.39 $300,121 - $359,935
7,004 Added 16.63%
49,130 $2.16 Million
Q1 2022

Feb 08, 2024
SELL
$49.58 - $54.42 $1.33 Million - $1.46 Million
-26,743 Reduced 39.61%
40,777 $2.08 Million
Q4 2021

Feb 17, 2022
BUY
$49.77 - $54.19 $83,165 - $90,551
1,671 Added 4.13%
42,126 $2.24 Million
Q3 2021

Dec 03, 2021
BUY
$47.75 - $51.52 $64,605 - $69,706
1,353 Added 3.46%
40,455 $2.02 Million
Q2 2021

Aug 17, 2021
BUY
$49.99 - $53.68 $471,355 - $506,148
9,429 Added 31.78%
39,102 $2.01 Million
Q1 2021

May 24, 2021
BUY
$40.97 - $52.99 $320,672 - $414,752
7,827 Added 35.83%
29,673 $1.51 Million
Q4 2020

Feb 16, 2021
BUY
$31.27 - $41.86 $359,479 - $481,222
11,496 Added 111.07%
21,846 $908,000
Q3 2020

Nov 19, 2020
BUY
$28.49 - $34.08 $104,786 - $125,346
3,678 Added 55.13%
10,350 $319,000
Q2 2020

Aug 14, 2020
SELL
$20.06 - $37.91 $3,550 - $6,710
-177 Reduced 2.58%
6,672 $201,000
Q4 2019

Jan 30, 2020
BUY
$33.08 - $38.33 $226,564 - $262,522
6,849 New
6,849 $252,000
Q1 2018

Jan 29, 2020
SELL
$34.56 - $38.45 $236,701 - $263,344
-6,849 Closed
0 $0
Q4 2017

Jan 29, 2020
BUY
$34.55 - $37.21 $236,632 - $254,851
6,849
6,849 $252,000

Others Institutions Holding FYT

# of Institutions
75
Shares Held
2.69M
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
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