Summit Wealth & Retirement Planning, Inc. First Trust Capital Strength E Transaction History

Summit Wealth & Retirement Planning, Inc.

  • $309 Million
  • Q4 2024

A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 2,433 shares of FTCS stock, worth $217,826. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,433
Previous 2,647 8.08%
Holding current value
$217,826
Previous $240,000 11.25%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$87.62 - $94.03 $18,750 - $20,122
-214 Reduced 8.08%
2,433 $213,000
Q3 2024

Nov 01, 2024
BUY
$83.58 - $90.94 $250 - $272
3 Added 0.11%
2,647 $240,000
Q2 2024

Aug 06, 2024
SELL
$81.48 - $85.58 $244 - $256
-3 Reduced 0.11%
2,644 $222,000
Q1 2024

May 09, 2024
BUY
$79.51 - $85.66 $210,462 - $226,742
2,647 New
2,647 $226,000
Q2 2022

Aug 02, 2022
BUY
$67.19 - $78.97 $206,004 - $242,122
3,066 New
3,066 $214,000

Others Institutions Holding FTCS

# of Institutions
558
Shares Held
66.8M
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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