National Wealth Management Group, LLC First Trust Capital Strength E Transaction History

National Wealth Management Group, LLC

$152 Billion
Q1 2025

A detailed history of National Wealth Management Group, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, National Wealth Management Group, LLC holds 3,658 shares of FTCS stock, worth $330,134. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,658

Previous 3,673 0.41%

Holding current value

$330,134

Previous $323 Million 1.66%

% of portfolio

0.22%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$86.39 - $91.35 $1,295 - $1,370	-15 Reduced 0.41%	3,658 $328 Million
Q4 2024 Feb 12, 2025	SELL	$87.62 - $94.03 $3,504 - $3,761	-40 Reduced 1.08%	3,673 $323 Million
Q3 2024 Nov 13, 2024	SELL	$83.58 - $90.94 $3,343 - $3,637	-40 Reduced 1.07%	3,713 $337 Million
Q2 2024 Aug 09, 2024	SELL	$81.48 - $85.58 $733 - $770	-9 Reduced 0.24%	3,753 $315 Million
Q1 2024 May 17, 2024	SELL	$79.51 - $85.66 $2,385 - $2,569	-30 Reduced 0.79%	3,762 $322 Million
Q4 2023 Feb 01, 2024	SELL	$71.38 - $80.32 $14,276 - $16,063	-200 Reduced 5.01%	3,792 $304 Million
Q3 2023 Nov 13, 2023	SELL	$73.63 - $77.19 $65,162 - $68,313	-885 Reduced 18.15%	3,992 $294 Million
Q2 2023 Aug 09, 2023	SELL	$71.23 - $75.08 $427 - $450	-6 Reduced 0.12%	4,877 $371 Million
Q1 2023 May 15, 2023	BUY	$70.47 - $76.69 $344,105 - $374,477	4,883 New	4,883 $357 Million
Q4 2022 Nov 17, 2023	BUY	$67.28 - $78.75 $44,001 - $51,502	654 Added 10.21%	7,058 $529 Million
Q3 2022 Nov 17, 2023	BUY	$66.42 - $76.5 $160,205 - $184,518	2,412 Added 60.42%	6,404 $425 Million
Q2 2022 Nov 17, 2023	SELL	$67.19 - $78.97 $78,209 - $91,921	-1,164 Reduced 13.12%	7,708 $539 Million
Q1 2022 Nov 17, 2023	BUY	$73.54 - $83.8 $13,310 - $15,167	181 Added 2.08%	8,872 $694 Million
Q4 2021 Nov 17, 2023	BUY	$74.77 - $84.75 $351,344 - $398,240	4,699 Added 117.71%	8,691 $735 Million

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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National Wealth Management Group, LLC First Trust Capital Strength E Transaction History