Fermata Advisors, LLC First Trust Capital Strength E Transaction History
Fermata Advisors, LLC
- $415 Million
- Q2 2024
A detailed history of Fermata Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Fermata Advisors, LLC holds 50,519 shares of FTCS stock, worth $4.51 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
50,519
Previous 130,070
61.16%
Holding current value
$4.51 Million
Previous $11.1 Million
61.89%
% of portfolio
1.02%
Previous 2.54%
Shares
8 transactions
Others Institutions Holding FTCS
# of Institutions
489Shares Held
62.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.56MShares$676 Million0.32% of portfolio
-
Morgan Stanley New York, NY6.69MShares$598 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA3.66MShares$327 Million0.08% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.41MShares$305 Million0.41% of portfolio
-
Raymond James & Associates St Petersburg, FL2.64MShares$236 Million0.15% of portfolio