Optima Capital LLC First Trust Small Cap Growth A Transaction History

Optima Capital LLC

$231 Billion
Q4 2025

A detailed history of Optima Capital LLC transactions in First Trust Small Cap Growth A stock. As of the latest transaction made, Optima Capital LLC holds 122 shares of FYC stock, worth $11,137. This represents 0.01% of its overall portfolio holdings.

Number of Shares

122

Holding current value

$11,137

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 23, 2026	BUY	$89.7 - $96.32 $10,943 - $11,751	122 New	122 $11.7 Million

Others Institutions Holding FYC

# of Institutions

133

Shares Held

5.12M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

828K
Shares

$75.6 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

324K
Shares

$29.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

282K
Shares

$25.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

252K
Shares

$23 Million
0.0% of portfolio
First Trust Advisors LP Wheaton, IL

246K
Shares

$22.4 Million
0.02% of portfolio

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About FIRST TRUST SMALL CAP GROWTH A

Ticker FYC
Sector ETFs
Industry ETFs

More about FYC

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