Herold Advisors, Inc. First Trust Capital Strength E Transaction History

Herold Advisors, Inc.

  • $439 Million
  • Q1 2025

A detailed history of Herold Advisors, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Herold Advisors, Inc. holds 7,780 shares of FTCS stock, worth $709,458. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,780
Previous 9,125 14.74%
Holding current value
$709,458
Previous $801,000 12.98%
% of portfolio
0.16%
Previous 0.18%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$86.39 - $91.35 $116,194 - $122,865
-1,345 Reduced 14.74%
7,780 $697,000
Q4 2024

Feb 14, 2025
BUY
$87.62 - $94.03 $2,628 - $2,820
30 Added 0.33%
9,125 $801,000
Q3 2024

Nov 14, 2024
BUY
$83.58 - $90.94 $5,181 - $5,638
62 Added 0.69%
9,095 $825,000
Q2 2024

Jul 24, 2024
BUY
$81.48 - $85.58 $11,325 - $11,895
139 Added 1.56%
9,033 $759,000
Q1 2024

May 10, 2024
SELL
$79.51 - $85.66 $35,381 - $38,118
-445 Reduced 4.76%
8,894 $761,000
Q4 2023

Feb 02, 2024
SELL
$71.38 - $80.32 $15,703 - $17,670
-220 Reduced 2.3%
9,339 $747,000
Q3 2023

Nov 08, 2023
SELL
$73.63 - $77.19 $14,431 - $15,129
-196 Reduced 2.01%
9,559 $703,000
Q2 2023

Jul 14, 2023
BUY
$71.23 - $75.08 $402,734 - $424,502
5,654 Added 137.87%
9,755 $732,000
Q4 2022

Feb 14, 2023
BUY
$67.28 - $78.75 $67 - $78
1 Added 0.02%
4,101 $307,000
Q3 2022

Nov 08, 2022
BUY
$66.42 - $76.5 $13,284 - $15,300
200 Added 5.13%
4,100 $272,000
Q2 2022

Jul 15, 2022
BUY
$67.19 - $78.97 $6,719 - $7,897
100 Added 2.63%
3,900 $272,000
Q1 2022

May 09, 2022
BUY
$73.54 - $83.8 $22,062 - $25,140
300 Added 8.57%
3,800 $297,000
Q4 2021

Jan 20, 2022
BUY
$74.77 - $84.75 $48,600 - $55,087
650 Added 22.81%
3,500 $295,000
Q3 2021

Nov 03, 2021
BUY
$74.82 - $79.92 $213,236 - $227,772
2,850 New
2,850 $213,000

Others Institutions Holding FTCS

# of Institutions
572
Shares Held
66.8M
Call Options Held
0
Put Options Held
818
View Full List

About FIRST TRUST CAPITAL STRENGTH E

FTCS Quotes by TradingView
  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
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