Steward Partners Investment Advisory, LLC First Trust Small Cap Transaction History

Steward Partners Investment Advisory, LLC

  • $11 Billion
  • Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 95 shares of FYT stock, worth $4,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares
95
Previous 95 -0.0%
Holding current value
$4,739
Previous $5,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 15, 2023
SELL
$43.46 - $52.95 $651 - $794
-15 Reduced 13.64%
95 $4,000
Q4 2022

Feb 15, 2023
SELL
$41.5 - $48.07 $49,800 - $57,684
-1,200 Reduced 91.6%
110 $4,000
Q3 2022

Nov 10, 2022
SELL
$40.51 - $51.22 $1.38 Million - $1.74 Million
-33,999 Reduced 96.29%
1,310 $53,000
Q2 2022

Aug 04, 2022
BUY
$42.85 - $51.39 $1.51 Million - $1.81 Million
35,309 New
35,309 $1.56 Million
Q1 2020

Apr 29, 2020
SELL
$19.4 - $38.05 $7,759 - $15,219
-400 Closed
0 $0
Q2 2019

Jul 25, 2019
BUY
$32.09 - $36.87 $12,836 - $14,747
400 New
400 $13,000
Q4 2018

Jan 15, 2019
SELL
$29.75 - $38.38 $11,900 - $15,352
-400 Closed
0 $0
Q4 2016

Nov 22, 2017
BUY
N/A
400
400 $13,000

Others Institutions Holding FYT

# of Institutions
80
Shares Held
2.76M
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
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, 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 Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email