Panoramic Investment Advisors, LLC First Trust Capital Strength E Transaction History

Panoramic Investment Advisors, LLC

$148 Billion
Q1 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 6,810 shares of FTCS stock, worth $605,681. This represents 0.41% of its overall portfolio holdings.

Number of Shares

6,810

Previous 7,200 5.42%

Holding current value

$605,681

Previous $632 Million 3.46%

% of portfolio

0.41%

Previous 0.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	SELL	$86.39 - $91.35 $33,692 - $35,626	-390 Reduced 5.42%	6,810 $610 Million
Q4 2024 Jan 24, 2025	SELL	$87.62 - $94.03 $78,419 - $84,156	-895 Reduced 11.06%	7,200 $632 Million
Q3 2024 Oct 31, 2024	SELL	$83.58 - $90.94 $21,062 - $22,916	-252 Reduced 3.02%	8,095 $735 Million
Q1 2024 Apr 18, 2024	SELL	$79.51 - $85.66 $34,666 - $37,347	-436 Reduced 4.96%	8,347 $715 Million
Q4 2023 Jan 23, 2024	SELL	$71.38 - $80.32 $193,511 - $217,747	-2,711 Reduced 23.59%	8,783 $703 Million
Q3 2023 Nov 15, 2023	SELL	$73.63 - $77.19 $438,687 - $459,898	-5,958 Reduced 34.14%	11,494 $846 Million
Q4 2022 Mar 01, 2023	BUY	$67.28 - $78.75 $1.17 Million - $1.37 Million	17,452 New	17,452 $1.31 Billion

Others Institutions Holding FTCS

# of Institutions

573

Shares Held

66.9M

Call Options Held

Put Options Held

818

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Panoramic Investment Advisors, LLC First Trust Capital Strength E Transaction History