Warren Averett Asset Management, LLC First Trust Small Cap Transaction History

Warren Averett Asset Management, LLC

  • $9.72 Billion
  • Q3 2025

A detailed history of Warren Averett Asset Management, LLC transactions in First Trust Small Cap stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 6,214 shares of FYT stock, worth $337,979. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,214
Previous 4,914 26.46%
Holding current value
$337,979
Previous $247,000 40.49%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$50.45 - $57.45 $65,585 - $74,685
1,300 Added 26.46%
6,214 $347,000
Q2 2025

Aug 14, 2025
BUY
$42.78 - $50.73 $10,994 - $13,037
257 Added 5.52%
4,914 $247,000
Q1 2025

May 15, 2025
BUY
$48.74 - $56.7 $7,311 - $8,505
150 Added 3.33%
4,657 $231,000
Q4 2024

Feb 14, 2025
BUY
$53.73 - $60.73 $242,161 - $273,710
4,507 New
4,507 $247,000

Others Institutions Holding FYT

# of Institutions
73
Shares Held
2.15M
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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