Iams Wealth Management, LLC First Trust Capital Strength E Transaction History

Iams Wealth Management, LLC

$218 Billion
Q2 2025

A detailed history of Iams Wealth Management, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Iams Wealth Management, LLC holds 16,634 shares of FTCS stock, worth $1.53 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

16,634

Previous 18,395 9.57%

Holding current value

$1.53 Million

Previous $1.65 Billion 8.31%

% of portfolio

0.69%

Previous 0.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	SELL	$81.6 - $92.39 $143,697 - $162,698	-1,761 Reduced 9.57%	16,634 $1.51 Billion
Q1 2025 Apr 10, 2025	SELL	$86.39 - $91.35 $1.74 Million - $1.84 Million	-20,115 Reduced 52.23%	18,395 $1.65 Billion
Q4 2024 Jan 23, 2025	BUY	$87.62 - $94.03 $143,346 - $153,833	1,636 Added 4.44%	38,510 $3.38 Billion
Q3 2024 Oct 11, 2024	BUY	$83.58 - $90.94 $263,444 - $286,642	3,152 Added 9.35%	36,874 $3.35 Billion
Q2 2024 Aug 05, 2024	SELL	$81.48 - $85.58 $562,945 - $591,272	-6,909 Reduced 17.0%	33,722 $2.83 Billion
Q1 2024 Apr 18, 2024	BUY	$79.51 - $85.66 $36,097 - $38,889	454 Added 1.13%	40,631 $3.41 Billion
Q4 2023 Feb 07, 2024	SELL	$71.38 - $80.32 $152,324 - $171,402	-2,134 Reduced 5.04%	40,177 $3.22 Billion
Q3 2023 Nov 14, 2023	BUY	$73.63 - $77.19 $3.12 Million - $3.27 Million	42,311 New	42,311 $3.12 Billion
Q1 2023 Oct 30, 2023	BUY	$70.47 - $76.69 $288,856 - $314,352	4,099 Added 14.73%	31,923 $2.31 Billion
Q4 2022 Oct 27, 2023	BUY	$67.28 - $78.75 $1.87 Million - $2.19 Million	27,824 New	27,824 $2.09 Billion

Others Institutions Holding FTCS

# of Institutions

571

Shares Held

65.6M

Call Options Held

Put Options Held

818

View Full List

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
Sector ETFs
Industry ETFs

More about FTCS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iams Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iams Wealth Management, LLC with notifications on news.

Account

Iams Wealth Management, LLC First Trust Capital Strength E Transaction History