Simplicity Wealth,Llc First Trust Small Cap Transaction History

Simplicity Wealth,Llc

  • $461 Million
  • Q4 2024

A detailed history of Simplicity Wealth,Llc transactions in First Trust Small Cap stock. As of the latest transaction made, Simplicity Wealth,Llc holds 290,153 shares of FYT stock, worth $15.2 Million. This represents 3.46% of its overall portfolio holdings.

Number of Shares
290,153
Previous 289,519 0.22%
Holding current value
$15.2 Million
Previous $16.1 Million 0.75%
% of portfolio
3.46%
Previous 1.55%

Shares

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

Feb 07, 2025
BUY
$53.73 - $60.73 $34,064 - $38,502
634 Added 0.22%
290,153 $16 Million
Q3 2024

Oct 09, 2024
BUY
$50.68 - $58.56 $230,137 - $265,920
4,541 Added 1.59%
289,519 $16.1 Million
Q2 2024

Jul 10, 2024
BUY
$50.17 - $54.13 $489,508 - $528,146
9,757 Added 3.55%
284,978 $14.7 Million
Q1 2024

Apr 24, 2024
BUY
$50.93 - $54.33 $14 Million - $15 Million
275,221 New
275,221 $15 Million

Others Institutions Holding FYT

# of Institutions
78
Shares Held
2.74M
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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