Wmg Financial Advisors, LLC First Trust Small Cap Transaction History

Wmg Financial Advisors, LLC

$215 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$49.58 - $54.42 $343,886 - $377,457	-6,936 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$49.77 - $54.19 $345,204 - $375,861	6,936 New	6,936 $368,000

Others Institutions Holding FYT

# of Institutions

81

Shares Held

2.56M

Call Options Held

0

Put Options Held

0

Blueprint Investment Partners LLC Greensboro, NC

289K
Shares

$13.2 Million
3.0% of portfolio
Sawtooth Solutions, LLC

274K
Shares

$12.5 Million
0.41% of portfolio
Lpl Financial LLC Fort Mill, SC

229K
Shares

$10.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

222K
Shares

$10.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

182K
Shares

$8.29 Million
0.0% of portfolio

About FIRST TRUST SMALL CAP

Ticker FYT
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