A detailed history of Regal Investment Advisors LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Regal Investment Advisors LLC holds 133,414 shares of FYT stock, worth $7.28 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
133,414
Previous 127,623 4.54%
Holding current value
$7.28 Million
Previous $6.93 Million 0.42%
% of portfolio
0.46%
Previous 0.49%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$50.17 - $54.13 $290,534 - $313,466
5,791 Added 4.54%
133,414 $6.9 Million
Q1 2024

May 15, 2024

BUY
$50.93 - $54.33 $6.5 Million - $6.93 Million
127,623 New
127,623 $6.93 Million

Others Institutions Holding FYT

About FIRST TRUST SMALL CAP


  • Ticker FYT
  • Sector ETFs
  • Industry ETFs
More about FYT
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.