Synergy Asset Management, LLC First Trust Capital Strength E Transaction History

Synergy Asset Management, LLC

$851 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$73.54 - $83.8 $5.14 Million - $5.86 Million	-69,874 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$74.77 - $84.75 $5.22 Million - $5.92 Million	69,874 New	69,874 $5.91 Million

Others Institutions Holding FTCS

# of Institutions

579

Shares Held

63M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

8.14M
Shares

$762 Million
0.26% of portfolio
Morgan Stanley New York, NY

5.95M
Shares

$557 Million
0.04% of portfolio
Raymond James Financial Inc St. Petersburg, FL

5.04M
Shares

$472 Million
0.16% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$308 Million
0.41% of portfolio
Wells Fargo & Company San Francisco, CA

3.08M
Shares

$289 Million
0.06% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
Sector ETFs
Industry ETFs

More about FTCS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.