Avantax Planning Partners, Inc. First Trust Capital Strength E Transaction History

Avantax Planning Partners, Inc.

$2.76 Billion
Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 13,117 shares of FTCS stock, worth $1.16 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,117

Previous 13,141 0.18%

Holding current value

$1.16 Million

Previous $1.19 Million 3.44%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$87.62 - $94.03 $2,102 - $2,256	-24 Reduced 0.18%	13,117 $1.15 Million
Q3 2024 Nov 13, 2024	SELL	$83.58 - $90.94 $1,253 - $1,364	-15 Reduced 0.11%	13,141 $1.19 Million
Q2 2024 Aug 09, 2024	BUY	$81.48 - $85.58 $2,037 - $2,139	25 Added 0.19%	13,156 $1.11 Million
Q1 2024 May 02, 2024	BUY	$79.51 - $85.66 $1.04 Million - $1.12 Million	13,131 New	13,131 $1.12 Million
Q1 2022 May 09, 2022	SELL	$73.54 - $83.8 $181,055 - $206,315	-2,462 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$74.77 - $84.75 $184,083 - $208,654	2,462 New	2,462 $208,000

Others Institutions Holding FTCS

# of Institutions

563

Shares Held

66.8M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Avantax Planning Partners, Inc. First Trust Capital Strength E Transaction History