San Luis Wealth Advisors LLC First Trust Capital Strength E Transaction History

San Luis Wealth Advisors LLC

$387 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$67.19 - $78.97 $24,389 - $28,666	-363 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$73.54 - $83.8 $26,695 - $30,419	363 New	363 $31,000

Others Institutions Holding FTCS

# of Institutions

571

Shares Held

62.4M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.14M
Shares

$752 Million
0.26% of portfolio
Morgan Stanley New York, NY

5.95M
Shares

$549 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.04M
Shares

$465 Million
0.16% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$304 Million
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

3.08M
Shares

$285 Million
0.06% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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