Sfg Wealth Management, Llc. First Trust Capital Strength E Transaction History

Sfg Wealth Management, Llc.

$165 Million
Q2 2025

A detailed history of Sfg Wealth Management, Llc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Sfg Wealth Management, Llc. holds 3,028 shares of FTCS stock, worth $281,422. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,028

Previous 3,130 3.26%

Holding current value

$281,422

Previous $280,000 1.79%

% of portfolio

0.17%

Previous 0.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$81.6 - $92.39 $8,323 - $9,423	-102 Reduced 3.26%	3,028 $275,000
Q1 2025 Apr 23, 2025	SELL	$86.39 - $91.35 $139,519 - $147,530	-1,615 Reduced 34.04%	3,130 $280,000
Q4 2024 Jan 16, 2025	SELL	$87.62 - $94.03 $11,127 - $11,941	-127 Reduced 2.61%	4,745 $416,000
Q3 2024 Oct 31, 2024	BUY	$83.58 - $90.94 $83 - $90	1 Added 0.02%	4,872 $442,000
Q2 2024 Jul 19, 2024	BUY	$81.48 - $85.58 $570 - $599	7 Added 0.14%	4,871 $409,000
Q1 2024 Apr 26, 2024	SELL	$79.51 - $85.66 $1,351 - $1,456	-17 Reduced 0.35%	4,864 $416,000
Q4 2023 Jan 19, 2024	SELL	$71.38 - $80.32 $34,547 - $38,874	-484 Reduced 9.02%	4,881 $390,000
Q3 2023 Oct 19, 2023	BUY	$73.63 - $77.19 $515 - $540	7 Added 0.13%	5,365 $395,000
Q2 2023 Jul 14, 2023	BUY	$71.23 - $75.08 $569 - $600	8 Added 0.15%	5,358 $402,000
Q1 2023 Apr 11, 2023	SELL	$70.47 - $76.69 $30,161 - $32,823	-428 Reduced 7.41%	5,350 $390,000
Q4 2022 Jan 31, 2023	SELL	$67.28 - $78.75 $86,387 - $101,115	-1,284 Reduced 18.18%	5,778 $433,000
Q3 2022 Oct 12, 2022	SELL	$66.42 - $76.5 $96,906 - $111,613	-1,459 Reduced 17.12%	7,062 $469,000
Q2 2022 Jul 13, 2022	BUY	$67.19 - $78.97 $21,232 - $24,954	316 Added 3.85%	8,521 $596,000
Q1 2022 Apr 22, 2022	BUY	$73.54 - $83.8 $808 - $921	11 Added 0.13%	8,205 $642,000
Q4 2021 Feb 14, 2022	BUY	$74.77 - $84.75 $612,665 - $694,441	8,194 New	8,194 $693,000

Others Institutions Holding FTCS

# of Institutions

583

Shares Held

63M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Sfg Wealth Management, Llc. First Trust Capital Strength E Transaction History