Clearstead Advisors, LLC First Trust Capital Strength E Transaction History

Clearstead Advisors, LLC

$6.31 Billion
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$67.28 - $78.75 $4,238 - $4,961	63 New	63 $4,000
Q4 2020 Feb 11, 2021	SELL	$60.98 - $67.58 $83,786 - $92,854	-1,374 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$58.76 - $66.41 $80,736 - $91,247	1,374 New	1,374 $87,000

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

$691 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$600 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$332 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$308 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$293 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
Sector ETFs
Industry ETFs

More about FTCS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.