Summit Investment Advisory Services, LLC First Trust Capital Strength E Transaction History

Summit Investment Advisory Services, LLC

$204 Billion
Q1 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,971 shares of FTCS stock, worth $269,677. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,971

Previous 3,112 4.53%

Holding current value

$269,677

Previous $273 Million 2.57%

% of portfolio

0.13%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$86.39 - $91.35 $12,180 - $12,880	-141 Reduced 4.53%	2,971 $266 Million
Q4 2024 Jan 21, 2025	BUY	$87.62 - $94.03 $17,348 - $18,617	198 Added 6.79%	3,112 $273 Million
Q3 2024 Oct 16, 2024	BUY	$83.58 - $90.94 $243,552 - $264,999	2,914 New	2,914 $265 Million
Q1 2024 Apr 18, 2024	BUY	$79.51 - $85.66 $159 - $171	2 Added 0.07%	3,046 $261 Million
Q4 2023 Jan 18, 2024	BUY	$71.38 - $80.32 $214 - $240	3 Added 0.1%	3,044 $244 Million
Q3 2023 Oct 10, 2023	BUY	$73.63 - $77.19 $73 - $77	1 Added 0.03%	3,041 $224 Million
Q2 2023 Jul 26, 2023	BUY	$71.23 - $75.08 $19,588 - $20,647	275 Added 9.95%	3,040 $228 Million
Q1 2023 Apr 17, 2023	BUY	$70.47 - $76.69 $194,849 - $212,047	2,765 New	2,765 $202 Million

Others Institutions Holding FTCS

# of Institutions

568

Shares Held

66.6M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

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Summit Investment Advisory Services, LLC First Trust Capital Strength E Transaction History