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 14,952 shares of FTCS stock, worth $1.37 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,952
Previous 14,952 -0.0%
Holding current value
$1.37 Million
Previous $1.26 Million 8.04%
% of portfolio
0.05%
Previous 0.06%

Shares

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

About FIRST TRUST CAPITAL STRENGTH E


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

Track Summit Financial, LLC Portfolio

Follow Summit Financial, 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 Summit Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial, LLC with notifications on news.