Rise Advisors, LLC First Trust Capital Strength E Transaction History

Rise Advisors, LLC

$207 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 28, 2022	SELL	$67.19 - $78.97 $62,553 - $73,521	-931 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$73.54 - $83.8 $147 - $167	2 Added 0.22%	931 $73,000
Q4 2021 Feb 24, 2022	BUY	$74.77 - $84.75 $69,461 - $78,732	929 New	929 $78.5 Million

Others Institutions Holding FTCS

# of Institutions

523

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$679 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$590 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$326 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$303 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$288 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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