Kingswood Wealth Advisors, LLC First Trust Capital Strength E Transaction History
Kingswood Wealth Advisors, LLC
- $1.27 Trillion
- Q2 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 55,795 shares of FTCS stock, worth $5.12 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
55,795
Previous 283,288
80.3%
Holding current value
$5.12 Million
Previous $25.4 Billion
80.04%
% of portfolio
0.4%
Previous 0.97%
Shares
9 transactions
Others Institutions Holding FTCS
# of Institutions
572Shares Held
65.6MCall Options Held
0Put Options Held
818-
Lpl Financial LLC Fort Mill, SC7.66MShares$703 Million0.28% of portfolio
-
Morgan Stanley New York, NY5.93MShares$544 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.34MShares$490 Million0.19% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$302 Million0.41% of portfolio
-
Wells Fargo & Company San Francisco, CA3.25MShares$298 Million0.07% of portfolio