Edge Rock Capital LLC First Trust Capital Strength E Transaction History

Edge Rock Capital LLC

$247 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$71.38 - $80.32 $53,749 - $60,480	753 New	753 $60,000
Q3 2022 Oct 14, 2022	BUY	$66.42 - $76.5 $79,039 - $91,035	1,190 New	1,190 $79,000

Others Institutions Holding FTCS

# of Institutions

573

Shares Held

65.5M

Call Options Held

0

Put Options Held

818

Lpl Financial LLC Fort Mill, SC

7.66M
Shares

$702 Million
0.28% of portfolio
Morgan Stanley New York, NY

5.93M
Shares

$543 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.34M
Shares

$489 Million
0.19% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$301 Million
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

3.25M
Shares

$298 Million
0.07% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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