Kapstone Financial Advisors LLC First Trust Capital Strength E Transaction History

Kapstone Financial Advisors LLC

$177 Billion
Q1 2025

A detailed history of Kapstone Financial Advisors LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 22,187 shares of FTCS stock, worth $2 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

22,187

Previous 20,829 6.52%

Holding current value

$2 Million

Previous $1.88 Billion 5.96%

% of portfolio

1.13%

Previous 1.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$86.39 - $91.35 $117,317 - $124,053	1,358 Added 6.52%	22,187 $1.99 Billion
Q4 2024 Feb 06, 2025	SELL	$87.62 - $94.03 $62,210 - $66,761	-710 Reduced 3.3%	20,829 $1.88 Billion
Q3 2024 Nov 06, 2024	SELL	$83.58 - $90.94 $3,677 - $4,001	-44 Reduced 0.2%	21,539 $1.95 Billion
Q2 2024 Aug 02, 2024	SELL	$81.48 - $85.58 $14,503 - $15,233	-178 Reduced 0.82%	21,583 $1.81 Billion
Q1 2024 May 13, 2024	BUY	$79.51 - $85.66 $48,978 - $52,766	616 Added 2.91%	21,761 $1.86 Billion
Q4 2023 Feb 05, 2024	SELL	$71.38 - $80.32 $130,839 - $147,226	-1,833 Reduced 7.98%	21,145 $1.71 Billion
Q3 2023 Nov 03, 2023	SELL	$73.63 - $77.19 $51,099 - $53,569	-694 Reduced 2.93%	22,978 $1.69 Billion
Q2 2023 Aug 08, 2023	SELL	$71.23 - $75.08 $32,195 - $33,936	-452 Reduced 1.87%	23,672 $1.81 Billion
Q1 2023 Apr 20, 2023	BUY	$70.47 - $76.69 $1.7 Million - $1.85 Million	24,124 New	24,124 $1.79 Billion

Others Institutions Holding FTCS

# of Institutions

571

Shares Held

66.8M

Call Options Held

Put Options Held

818

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Kapstone Financial Advisors LLC First Trust Capital Strength E Transaction History