Evolution Wealth Advisors, LLC First Trust Capital Strength E Transaction History

Evolution Wealth Advisors, LLC

$545 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 22, 2020	SELL	$43.11 - $63.33 $30,263 - $44,457	-702 Closed	0 $0
Q4 2019 Feb 03, 2020	BUY	$54.95 - $60.56 $38,574 - $42,513	702 New	702 $42,000

Others Institutions Holding FTCS

# of Institutions

523

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$684 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$595 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$329 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$305 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$290 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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