Impact Partnership Wealth, LLC First Trust Capital Strength E Transaction History

Impact Partnership Wealth, LLC

$443 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$79.51 - $85.66 $3,339 - $3,597	42 New	42 $3.6 Million
Q2 2023 Jul 17, 2023	BUY	$71.23 - $75.08 $2,849 - $3,003	40 New	40 $3 Million

Others Institutions Holding FTCS

# of Institutions

523

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$684 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$595 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$329 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$305 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$290 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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