Peterson Wealth Management First Trust Capital Strength E Transaction History

Peterson Wealth Management

$156 Million
Q3 2024

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

524

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$671 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$583 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$322 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$299 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$284 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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