Balance Wealth, LLC First Trust Capital Strength E Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Balance Wealth, LLC holds 4,845 shares of FTCS stock, worth $421,078. This represents 0.28% of its overall portfolio holdings.

Number of Shares

4,845

Holding current value

$421,078

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$86.39 - $91.35 $418,559 - $442,590	4,845 New	4,845 $434 Million

Others Institutions Holding FTCS

# of Institutions

564

Shares Held

65.8M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

7.54M
Shares

$656 Million
0.28% of portfolio
Morgan Stanley New York, NY

6.21M
Shares

$539 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.63M
Shares

$489 Million
0.19% of portfolio
Wells Fargo & Company San Francisco, CA

3.48M
Shares

$303 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$286 Million
0.41% of portfolio

View Full List

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
Sector ETFs
Industry ETFs

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