Schwallier Wealth Management LLC First Trust Capital Strength E Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 10,315 shares of FTCS stock, worth $930,000. This represents 0.69% of its overall portfolio holdings.

Number of Shares
10,315
Previous 10,441 1.21%
Holding current value
$930,000
Previous $948 Million 4.45%
% of portfolio
0.69%
Previous 0.68%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$87.62 - $94.03 $11,040 - $11,847
-126 Reduced 1.21%
10,315 $906 Million
Q3 2024

Nov 07, 2024
SELL
$83.58 - $90.94 $21,647 - $23,553
-259 Reduced 2.42%
10,441 $948 Million
Q2 2024

Aug 13, 2024
SELL
$81.48 - $85.58 $67,872 - $71,288
-833 Reduced 7.22%
10,700 $899 Million
Q1 2024

May 14, 2024
SELL
$79.51 - $85.66 $16,538 - $17,817
-208 Reduced 1.77%
11,533 $988 Million
Q4 2023

Feb 14, 2024
BUY
$71.38 - $80.32 $838,072 - $943,037
11,741 New
11,741 $940 Million

Others Institutions Holding FTCS

# of Institutions
557
Shares Held
66.8M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST CAPITAL STRENGTH E

FTCS Quotes by TradingView
  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
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