New Wave Wealth Advisors LLC First Trust Small Cap Growth A Transaction History

New Wave Wealth Advisors LLC

$273 Billion
Q4 2025

A detailed history of New Wave Wealth Advisors LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 108,354 shares of FYC stock, worth $9.89 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

108,354

Previous 107,085 1.19%

Holding current value

$9.89 Million

Previous $9.71 Billion 7.21%

% of portfolio

3.81%

Previous 3.79%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 21, 2026	BUY	$89.7 - $96.32 $113,829 - $122,230	1,269 Added 1.19%	108,354 $10.4 Billion
Q3 2025 Oct 30, 2025	BUY	$77.98 - $92.23 $907,999 - $1.07 Million	11,644 Added 12.2%	107,085 $9.71 Billion
Q2 2025 Jul 18, 2025	SELL	$61.01 - $79.58 $122,203 - $159,398	-2,003 Reduced 2.06%	95,441 $7.6 Billion
Q1 2025 Apr 25, 2025	SELL	$68.13 - $80.57 $1.69 Million - $2 Million	-24,782 Reduced 20.28%	97,444 $6.7 Billion
Q4 2024 Jan 23, 2025	BUY	$72.19 - $84.64 $1.9 Million - $2.23 Million	26,383 Added 27.53%	122,226 $9.46 Billion

Q3 2024 Oct 23, 2024	BUY	$65.44 - $74.98 $6.27 Million - $7.19 Million	95,843 New	95,843 $7.13 Billion

Others Institutions Holding FYC

# of Institutions

131

Shares Held

5.08M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

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New Wave Wealth Advisors LLC First Trust Small Cap Growth A Transaction History