Jfs Wealth Advisors, LLC First Trust Capital Strength E Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 21, 2022	SELL	$66.42 - $76.5 $49,815 - $57,375	-750 Reduced 40.54%	1,100 $73,000
Q3 2021 Nov 09, 2021	BUY	$74.82 - $79.92 $138,417 - $147,852	1,850 New	1,850 $138,000

Others Institutions Holding FTCS

# of Institutions

524

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$691 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$600 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$332 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$308 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$293 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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