Investment Planning Advisors, Inc. First Trust Capital Strength E Transaction History

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025

A detailed history of Investment Planning Advisors, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 9,439 shares of FTCS stock, worth $865,556. This represents 0.32% of its overall portfolio holdings.

Number of Shares
9,439
Previous 9,275 1.77%
Holding current value
$865,556
Previous $843,000 4.74%
% of portfolio
0.32%
Previous 0.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$89.72 - $93.74 $14,714 - $15,373
164 Added 1.77%
9,439 $883,000
Q2 2025

Jul 21, 2025
SELL
$81.6 - $92.39 $123,623 - $139,970
-1,515 Reduced 14.04%
9,275 $843,000
Q1 2025

Apr 22, 2025
BUY
$86.39 - $91.35 $32,223 - $34,073
373 Added 3.58%
10,790 $967,000
Q4 2024

Jan 22, 2025
BUY
$87.62 - $94.03 $195,480 - $209,780
2,231 Added 27.25%
10,417 $915,000
Q2 2024

Jul 22, 2024
BUY
$81.48 - $85.58 $666,995 - $700,557
8,186 New
8,186 $688 Million

Others Institutions Holding FTCS

# of Institutions
577
Shares Held
62M
Call Options Held
0
Put Options Held
0
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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