A detailed history of United Advisor Group, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, United Advisor Group, LLC holds 4,242 shares of FTCS stock, worth $393,742. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,242
Previous 3,616 17.31%
Holding current value
$393,742
Previous $303,000 27.06%
% of portfolio
0.09%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$83.58 - $90.94 $52,321 - $56,928
626 Added 17.31%
4,242 $385,000
Q2 2024

Aug 08, 2024

BUY
$81.48 - $85.58 $294,631 - $309,457
3,616 New
3,616 $303,000

Others Institutions Holding FTCS

About FIRST TRUST CAPITAL STRENGTH E


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

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.