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 4,864 shares of FTCS stock, worth $408,576. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,864
Previous 4,881 0.35%
Holding current value
$408,576
Previous $390,000 6.67%
% of portfolio
0.26%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$72.59 - $78.75 $93,205 - $101,115
-1,284 Reduced 18.18%
5,778 $433,000
Q3 2022

Oct 12, 2022

SELL
$67.79 - $76.5 $98,905 - $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

About FIRST TRUST CAPITAL STRENGTH E


  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
Track This Portfolio

Track Sfg Wealth Management, Llc. Portfolio

Follow Sfg Wealth Management, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sfg Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Sfg Wealth Management, Llc. with notifications on news.