Optimum Investment Advisors First Trust Capital Strength E Transaction History

Optimum Investment Advisors

$244 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 06, 2020	SELL	$58.76 - $66.41 $3,349 - $3,785	-57 Closed	0 $0
Q1 2020 Apr 21, 2020	BUY	$43.11 - $63.33 $2,457 - $3,609	57 New	57 $3,000

Others Institutions Holding FTCS

# of Institutions

578

Shares Held

63M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.14M
Shares

$756 Million
0.26% of portfolio
Morgan Stanley New York, NY

5.95M
Shares

$553 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.04M
Shares

$468 Million
0.16% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$306 Million
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

3.08M
Shares

$287 Million
0.06% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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