A detailed history of Foundations Investment Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 67,054 shares of FTCS stock, worth $6.22 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
67,054
Previous 68,789 2.52%
Holding current value
$6.22 Million
Previous $5.78 Million 5.31%
% of portfolio
0.14%
Previous 0.15%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

SELL
$83.58 - $90.94 $145,011 - $157,780
-1,735 Reduced 2.52%
67,054 $6.09 Million
Q2 2024

Aug 02, 2024

SELL
$81.48 - $85.58 $169,641 - $178,177
-2,082 Reduced 2.94%
68,789 $5.78 Million
Q1 2024

May 13, 2024

SELL
$79.51 - $85.66 $141,289 - $152,217
-1,777 Reduced 2.45%
70,871 $6.07 Million
Q4 2023

Feb 08, 2024

SELL
$71.38 - $80.32 $355,615 - $400,154
-4,982 Reduced 6.42%
72,648 $5.81 Million
Q3 2023

Oct 05, 2023

SELL
$73.63 - $77.19 $339,213 - $355,614
-4,607 Reduced 5.6%
77,630 $5.72 Million
Q2 2023

Jul 19, 2023

BUY
$71.23 - $75.08 $1.11 Million - $1.17 Million
15,638 Added 23.48%
82,237 $6.17 Million
Q1 2023

Apr 25, 2023

BUY
$70.47 - $76.69 $833,519 - $907,089
11,828 Added 21.6%
66,599 $4.86 Million
Q4 2022

Jan 11, 2023

SELL
$67.28 - $78.75 $94,797 - $110,958
-1,409 Reduced 2.51%
54,771 $0
Q3 2022

Oct 19, 2022

BUY
$66.42 - $76.5 $85,881 - $98,914
1,293 Added 2.36%
56,180 $3.73 Million
Q2 2022

Jul 08, 2022

BUY
$67.19 - $78.97 $3.69 Million - $4.33 Million
54,887 New
54,887 $3.88 Million

Others Institutions Holding FTCS

About FIRST TRUST CAPITAL STRENGTH E


  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.