Holistic Financial Partners First Trust Capital Strength E Transaction History

Holistic Financial Partners

$262 Million
Q4 2025

A detailed history of Holistic Financial Partners transactions in First Trust Capital Strength E stock. As of the latest transaction made, Holistic Financial Partners holds 114,921 shares of FTCS stock, worth $10.5 Million. This represents 4.02% of its overall portfolio holdings.

Number of Shares

114,921

Previous 117,758 2.41%

Holding current value

$10.5 Million

Previous $11 Million 4.43%

% of portfolio

4.02%

Previous 4.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 07, 2026	SELL	$90.55 - $93.84 $256,890 - $266,224	-2,837 Reduced 2.41%	114,921 $10.5 Million
Q3 2025 Nov 07, 2025	BUY	$89.72 - $93.74 $216,314 - $226,007	2,411 Added 2.09%	117,758 $11 Million
Q2 2025 Aug 05, 2025	BUY	$81.6 - $92.39 $492,455 - $557,573	6,035 Added 5.52%	115,347 $10.5 Million
Q1 2025 May 06, 2025	BUY	$86.39 - $91.35 $306,943 - $324,566	3,553 Added 3.36%	109,312 $9.8 Million
Q4 2024 Feb 04, 2025	BUY	$87.62 - $94.03 $314,906 - $337,943	3,594 Added 3.52%	105,759 $9.29 Million

Q3 2024 Nov 07, 2024	BUY	$83.58 - $90.94 $8.54 Million - $9.29 Million	102,165 New	102,165 $9.28 Million
Q4 2023 Feb 12, 2024	BUY	$71.38 - $80.32 $477,817 - $537,662	6,694 Added 6.86%	104,230 $8.34 Million
Q3 2023 Nov 08, 2023	BUY	$73.63 - $77.19 $7.18 Million - $7.53 Million	97,536 New	97,536 $7.18 Million

Others Institutions Holding FTCS

# of Institutions

576

Shares Held

62M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

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Holistic Financial Partners First Trust Capital Strength E Transaction History