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 10,790 shares of FTCS stock, worth $953,404. This represents 0.48% of its overall portfolio holdings.

Number of Shares
10,790
Previous 10,417 3.58%
Holding current value
$953,404
Previous $915,000 5.68%
% of portfolio
0.48%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About FIRST TRUST CAPITAL STRENGTH E


  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
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