Retirement Group, LLC First Trust Capital Strength E Transaction History

Retirement Group, LLC

$268 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$73.63 - $77.19 $7,363 - $7,719	100 Added 20.62%	585 $43,000
Q2 2023 Aug 15, 2023	BUY	$71.23 - $75.08 $3,561 - $3,754	50 Added 11.49%	485 $36,000
Q1 2023 May 12, 2023	BUY	$70.47 - $76.69 $30,654 - $33,360	435 New	435 $32,000

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

$691 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$600 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$332 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$308 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$293 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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