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 $4,353. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 95 -0.0%

Holding current value

$4,353

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

2.56M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST SMALL CAP

Ticker FYT
Sector ETFs
Industry ETFs

More about FYT

Track This Portfolio

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.

Account

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