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

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 87,278 shares of FTCS stock, worth $8 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

87,278

Previous 55,795 56.43%

Holding current value

$8 Million

Previous $5.07 Billion 61.16%

% of portfolio

0.49%

Previous 0.4%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$89.72 - $93.74 $2.82 Million - $2.95 Million	31,483 Added 56.43%	87,278 $8.17 Billion
Q2 2025 Jul 23, 2025	SELL	$81.6 - $92.39 $18.6 Million - $21 Million	-227,493 Reduced 80.3%	55,795 $5.07 Billion
Q1 2025 Jul 25, 2025	SELL	$86.39 - $91.35 $201,115 - $212,662	-2,328 Reduced 4.17%	53,467 $4.79 Billion
Q1 2025 Apr 21, 2025	BUY	$86.39 - $91.35 $16.3 Million - $17.3 Million	188,868 Added 200.03%	283,288 $25.4 Billion
Q4 2024 Jan 22, 2025	BUY	$87.62 - $94.03 $2.23 Million - $2.39 Million	25,454 Added 36.91%	94,420 $8.29 Billion

Q3 2024 Oct 21, 2024	BUY	$83.58 - $90.94 $2.18 Million - $2.37 Million	26,100 Added 60.89%	68,966 $6.25 Billion
Q2 2024 Jul 09, 2024	BUY	$81.48 - $85.58 $9,940 - $10,440	122 Added 0.29%	42,866 $3.6 Billion
Q1 2024 Apr 15, 2024	BUY	$79.51 - $85.66 $138,347 - $149,048	1,740 Added 4.24%	42,744 $3.66 Billion
Q4 2023 Jan 16, 2024	BUY	$71.38 - $80.32 $2.41 Million - $2.71 Million	33,754 Added 465.57%	41,004 $3.28 Billion
Q3 2023 Oct 23, 2023	SELL	$73.63 - $77.19 $2.66 Million - $2.79 Million	-36,158 Reduced 83.3%	7,250 $534 Million
Q2 2023 Aug 09, 2023	BUY	$71.23 - $75.08 $3.09 Million - $3.26 Million	43,408 New	43,408 $3.26 Billion

Others Institutions Holding FTCS

# of Institutions

577

Shares Held

62M

Call Options Held

Put Options Held

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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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