Birchcreek Wealth Management, LLC First Trust Capital Strength E Transaction History

Birchcreek Wealth Management, LLC

$174 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 06, 2023	BUY	$67.28 - $78.75 $88,540 - $103,635	1,316 Added 31.74%	5,462 $409,000
Q3 2022 Nov 14, 2022	BUY	$66.42 - $76.5 $275,377 - $317,169	4,146 New	4,146 $275,000

Others Institutions Holding FTCS

# of Institutions

505

Shares Held

64.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.56M
Shares

$675 Million
0.32% of portfolio
Morgan Stanley New York, NY

6.69M
Shares

$597 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.66M
Shares

$327 Million
0.08% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$293 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$279 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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