Summit Financial, LLC First Trust Capital Strength E Transaction History

Summit Financial, LLC

$2.83 Billion
Q4 2024

A detailed history of Summit Financial, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Summit Financial, LLC holds 14,953 shares of FTCS stock, worth $1.34 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

14,953

Previous 14,952 0.01%

Holding current value

$1.34 Million

Previous $1.36 Million 3.24%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$87.62 - $94.03 $87 - $94	1 Added 0.01%	14,953 $1.31 Million
Q2 2024 Jul 31, 2024	BUY	$81.48 - $85.58 $6,518 - $6,846	80 Added 0.54%	14,952 $1.26 Million
Q1 2024 Apr 24, 2024	BUY	$79.51 - $85.66 $10,574 - $11,392	133 Added 0.9%	14,872 $1.27 Million
Q4 2023 Feb 05, 2024	SELL	$71.38 - $80.32 $43,256 - $48,673	-606 Reduced 3.95%	14,739 $1.18 Million
Q3 2023 Nov 07, 2023	BUY	$73.63 - $77.19 $55,737 - $58,432	757 Added 5.19%	15,345 $1.13 Million
Q2 2023 Aug 11, 2023	BUY	$71.23 - $75.08 $1.04 Million - $1.1 Million	14,588 New	14,588 $1.1 Million

Others Institutions Holding FTCS

# of Institutions

558

Shares Held

66.8M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Summit Financial, LLC First Trust Capital Strength E Transaction History