Liberty Wealth Management LLC First Trust Capital Strength E Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$74.77 - $84.75 $17,795 - $20,170	-238 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$74.82 - $79.92 $74 - $79	1 Added 0.42%	238 $18,000
Q2 2021 Aug 13, 2021	SELL	$71.15 - $76.1 $1.26 Million - $1.35 Million	-17,704 Reduced 98.68%	237 $18,000
Q2 2021 Aug 13, 2021	BUY	$71.15 - $76.1 $1.26 Million - $1.35 Million	17,706 Added 7534.47%	17,941 $237,000
Q4 2020 Feb 09, 2021	BUY	$60.98 - $67.58 $10,427 - $11,556	171 Added 267.19%	235 $15,000
Q1 2020 Apr 27, 2020	SELL	$43.11 - $63.33 $2,414 - $3,546	-56 Reduced 46.67%	64 $3,000
Q4 2019 Feb 05, 2020	BUY	$54.95 - $60.56 $54 - $60	1 Added 0.84%	120 $7,000
Q2 2019 Jul 30, 2019	BUY	$53.07 - $56.93 $6,315 - $6,774	119 New	119 $7,000

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

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