Latest Institutional Purchases of First Trust Small Cap Growth A (FYC)
This list provides information on the latest institutional transactions involving First Trust Small Cap Growth A (FYC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.62KNew |
$189K - $222K
|
2.62K
$239K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
125+ 3.97% |
$9.02K - $10.6K
|
3.27K
$299K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
95.8KNew |
$6.27M - $7.19M
|
95.8K
$8.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
26.9K+ 52.25% |
$1.76M - $2.02M
|
78.5K
$7.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644+ 1.05% |
$42.1K - $48.3K
|
61.7K
$5.64M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.65% |
$131 - $150
|
309
$28.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1+ 0.41% |
$65.4 - $75
|
243
$22.2K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.05KNew |
$125K - $138K
|
2.05K
$187K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
99+ 0.19% |
$6.03K - $6.68K
|
52.6K
$4.8M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.12K+ 32.65% |
$66.2K - $73.4K
|
4.54K
$415K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49New |
$2.9K - $3.22K
|
49
$4.47K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
15KNew |
$772K - $959K
|
15K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
10.7K+ 5.4% |
$551K - $685K
|
209K
$19.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
4.02KNew |
$207K - $257K
|
4.02K
$367K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
271New |
$14K - $17.3K
|
271
$24.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
76New |
$3.91K - $4.87K
|
76
$6.94K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
25New |
$1.29K - $1.6K
|
25
$2.28K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
906+ 12.51% |
$50.2K - $57.9K
|
8.15K
$744K
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
211New |
$11.6K - $12.8K
|
211
$19.3K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
349New |
$19.1K - $21.7K
|
349
$31.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
188New |
$10.3K - $11.7K
|
188
$17.2K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.36KNew |
$235K - $261K
|
4.36K
$398K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3.06KNew |
$166K - $183K
|
3.06K
$280K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
957+ 18.18% |
$51.7K - $57.3K
|
6.22K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16New |
$865 - $958
|
16
$1.46K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
312+ 4.03% |
$16.6K - $20.2K
|
8.05K
$735K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
321+ 6.53% |
$16.7K - $22.2K
|
5.24K
$478K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
118New |
$6.16K - $8.16K
|
118
$10.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
15New |
$783 - $1.04K
|
15
$1.37K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33.7KNew |
$2.1M - $2.53M
|
33.7K
$3.08M
|
|
|
Aug 13, 2025
Q1 2022
|
Stone X Group Inc.
|
BUY
|
- |
4.58KNew |
$286K - $344K
|
4.58K
$418K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1KNew |
$62.4K - $75.1K
|
1K
$91.3K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
BUY
|
- |
80New |
$4.89K - $6.07K
|
80
$7.3K
|
|
| Q2 2020 | |||||||
|
Dec 01, 2022
Q2 2020
|
Mufg Americas Holdings Corp
|
BUY
|
- |
200New |
$5.94K - $8.77K
|
200
$18.3K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
44.1KNew |
$1.88M - $2.06M
|
44.1K
$4.02M
|
|
|
Jan 31, 2020
Q4 2019
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
93New |
$3.96K - $4.36K
|
93
$8.49K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
48.6KNew |
$2.34M - $2.58M
|
48.6K
$4.44M
|
|
| Q2 2018 | |||||||
|
Aug 20, 2018
Q2 2018
|
City Holding CO
|
BUY
|
- |
211New |
$8.93K - $10.7K
|
211
$19.3K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$39.9 - $41.2
|
1
$91.3
|
|