Peterson Wealth Management First Trust Capital Strength E Transaction History

Peterson Wealth Management

$147 Million
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$74.82 - $79.92 $756,505 - $808,071	-10,111 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$71.15 - $76.1 $719,397 - $769,447	10,111 New	10,111 $2.48 Million

Others Institutions Holding FTCS

# of Institutions

579

Shares Held

63M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.14M
Shares

$763 Million
0.26% of portfolio
Morgan Stanley New York, NY

5.95M
Shares

$558 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.04M
Shares

$472 Million
0.16% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$308 Million
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

3.08M
Shares

$289 Million
0.06% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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