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

Gratus Wealth Advisors, LLC

$625 Billion
Q4 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 286,827 shares of FTCS stock, worth $25.7 Million. This represents 4.03% of its overall portfolio holdings.

Number of Shares

286,827

Previous 275,131 4.25%

Holding current value

$25.7 Million

Previous $24.6 Billion 2.26%

% of portfolio

4.03%

Previous 4.02%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$87.62 - $94.03 $1.02 Million - $1.1 Million	11,696 Added 4.25%	286,827 $25.2 Billion
Q3 2024 Oct 08, 2024	BUY	$83.58 - $90.94 $672,150 - $731,339	8,042 Added 3.01%	275,131 $24.6 Billion
Q2 2024 Jul 22, 2024	SELL	$81.48 - $85.58 $521,146 - $547,369	-6,396 Reduced 2.34%	267,089 $22.8 Billion
Q1 2024 May 09, 2024	SELL	$79.51 - $85.66 $287,031 - $309,232	-3,610 Reduced 1.3%	273,485 $22.3 Billion
Q4 2023 May 09, 2024	BUY	$71.38 - $80.32 $19.8 Million - $22.3 Million	277,095 New	277,095 $22.2 Billion

Others Institutions Holding FTCS

# of Institutions

558

Shares Held

66.8M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
Sector ETFs
Industry ETFs

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