Shelton Wealth Management, LLC First Trust Capital Strength E Transaction History

Shelton Wealth Management, LLC

  • $158 Million
  • Q1 2024

A detailed history of Shelton Wealth Management, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 85,519 shares of FTCS stock, worth $7.22 Million. This represents 4.63% of its overall portfolio holdings.

Number of Shares
85,519
Previous 98,480 13.16%
Holding current value
$7.22 Million
Previous $7.88 Million 7.08%
% of portfolio
4.63%
Previous 5.61%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$79.51 - $85.66 $1.03 Million - $1.11 Million
-12,961 Reduced 13.16%
85,519 $7.32 Million
Q4 2023

Feb 14, 2024
SELL
$71.38 - $80.32 $1.94 Million - $2.19 Million
-27,214 Reduced 21.65%
98,480 $7.88 Million
Q3 2023

Nov 01, 2023
SELL
$73.63 - $77.19 $73,114 - $76,649
-993 Reduced 0.78%
125,694 $9.25 Million
Q2 2023

Aug 01, 2023
SELL
$71.23 - $75.08 $43,094 - $45,423
-605 Reduced 0.48%
126,687 $9.51 Million
Q1 2023

May 08, 2023
SELL
$70.47 - $76.69 $113,104 - $123,087
-1,605 Reduced 1.25%
127,292 $9.28 Million
Q4 2022

Feb 09, 2023
BUY
$72.59 - $78.75 $92,116 - $99,933
1,269 Added 0.99%
128,897 $9.66 Million
Q3 2022

Nov 08, 2022
BUY
$67.79 - $76.5 $23,184 - $26,163
342 Added 0.27%
127,628 $8.48 Million
Q2 2022

Jul 28, 2022
BUY
$67.19 - $78.97 $438,616 - $515,516
6,528 Added 5.41%
127,286 $8.9 Million
Q1 2022

May 10, 2022
SELL
$73.54 - $83.8 $437,857 - $498,945
-5,954 Reduced 4.7%
120,758 $9.44 Million
Q4 2021

Jan 26, 2022
BUY
$74.77 - $84.75 $9.47 Million - $10.7 Million
126,712 New
126,712 $10.7 Million

Others Institutions Holding FTCS

# of Institutions
488
Shares Held
65.4M
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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