Holistic Financial Partners First Trust Capital Strength E Transaction History

Holistic Financial Partners

  • $203 Million
  • Q1 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 109,312 shares of FTCS stock, worth $10.1 Million. This represents 4.84% of its overall portfolio holdings.

Number of Shares
109,312
Previous 105,759 3.36%
Holding current value
$10.1 Million
Previous $9.29 Million 5.46%
% of portfolio
4.84%
Previous 4.71%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
573
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
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