Balance Wealth, LLC First Trust Capital Strength E Transaction History
Balance Wealth, LLC
- $405 Billion
- Q3 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 4,797 shares of FTCS stock, worth $445,833. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,797
Previous 4,936
2.82%
Holding current value
$445,833
Previous $449 Million
0.12%
% of portfolio
0.11%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding FTCS
# of Institutions
579Shares Held
63MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.14MShares$756 Million0.26% of portfolio
-
Morgan Stanley New York, NY5.95MShares$553 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.04MShares$468 Million0.16% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$306 Million0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA3.08MShares$287 Million0.06% of portfolio