Holistic Financial Partners First Trust Capital Strength E Transaction History

Holistic Financial Partners

$222 Million
Q2 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 115,347 shares of FTCS stock, worth $10.8 Million. This represents 4.73% of its overall portfolio holdings.

Number of Shares

115,347

Previous 109,312 5.52%

Holding current value

$10.8 Million

Previous $9.8 Million 6.99%

% of portfolio

4.73%

Previous 4.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

62.9M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Holistic Financial Partners First Trust Capital Strength E Transaction History