Strategic Planning Group, LLC First Trust Capital Strength E Transaction History

Strategic Planning Group, LLC

$616 Billion
Q2 2025

A detailed history of Strategic Planning Group, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Strategic Planning Group, LLC holds 15,924 shares of FTCS stock, worth $1.48 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

15,924

Previous 14,640 8.77%

Holding current value

$1.48 Million

Previous $1.31 Billion 10.29%

% of portfolio

0.24%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$81.6 - $92.39 $104,774 - $118,628	1,284 Added 8.77%	15,924 $1.45 Billion
Q1 2025 Apr 10, 2025	BUY	$86.39 - $91.35 $178,049 - $188,272	2,061 Added 16.38%	14,640 $1.31 Billion
Q4 2024 Jan 23, 2025	SELL	$87.62 - $94.03 $10.9 Million - $11.7 Million	-124,691 Reduced 90.84%	12,579 $1.1 Billion
Q3 2024 Oct 16, 2024	BUY	$83.58 - $90.94 $463,952 - $504,807	5,551 Added 4.21%	137,270 $12.5 Billion
Q2 2024 Aug 02, 2024	BUY	$81.48 - $85.58 $485,294 - $509,714	5,956 Added 4.74%	131,719 $11.1 Billion
Q1 2024 Apr 12, 2024	BUY	$79.51 - $85.66 $1.44 Million - $1.55 Million	18,058 Added 16.77%	125,763 $10.8 Billion
Q4 2023 Apr 11, 2024	BUY	$71.38 - $80.32 $7.69 Million - $8.65 Million	107,705 New	107,705 $8.62 Billion

Others Institutions Holding FTCS

# of Institutions

576

Shares Held

62.9M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

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Strategic Planning Group, LLC First Trust Capital Strength E Transaction History