Choate Investment Advisors First Trust Capital Strength E Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	SELL	$74.82 - $79.92 $30,302 - $32,367	-405 Closed	0 $0
Q3 2020 Oct 26, 2020	BUY	$58.76 - $66.41 $23,797 - $26,896	405 New	405 $26,000

Others Institutions Holding FTCS

# of Institutions

524

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$671 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$583 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$322 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$299 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$284 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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