Purchases and Sales Made in Q3 2024 in First Trust Small Cap (FYT)
This table provides information about the institutional ownership of First Trust Small Cap (FYT) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST SMALL CAP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
9.01KNew |
$457K - $528K
|
9.01K
$491K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.54K+ 1.59% |
$230K - $266K
|
290K
$15.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.23KNew |
$214K - $248K
|
4.23K
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.02K+ 3.98% |
$51.6K - $59.6K
|
26.6K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
672+ 5.13% |
$34.1K - $39.4K
|
13.8K
$751K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
413+ 1.03% |
$20.9K - $24.2K
|
40.6K
$2.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
211+ 2.3% |
$10.7K - $12.4K
|
9.37K
$511K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
27+ 0.74% |
$1.37K - $1.58K
|
3.66K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-55- 1.16% |
$2.79K - $3.22K
|
4.7K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-93- 39.41% |
$4.71K - $5.45K
|
143
$7.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-169- 8.51% |
$8.56K - $9.9K
|
1.82K
$99.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-202- 38.55% |
$10.2K - $11.8K
|
322
$17.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-341- 4.75% |
$17.3K - $20K
|
6.84K
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-609- 5.13% |
$30.9K - $35.7K
|
11.3K
$614K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.56K- 7.7% |
$333K - $384K
|
78.7K
$4.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.7K- 30.94% |
$847K - $978K
|
37.3K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-62.8K- 78.81% |
$3.18M - $3.68M
|
16.9K
$921K
|