Vision Point Advisory Group, LLC First Trust Capital Strength E Transaction History

Vision Point Advisory Group, LLC

$275 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$71.38 - $80.32 $12,848 - $14,457	180 New	180 $14,000
Q2 2023 Aug 21, 2023	BUY	$71.23 - $75.08 $12,821 - $13,514	180 New	180 $13,000

Others Institutions Holding FTCS

# of Institutions

523

Shares Held

61.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$679 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$590 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$326 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$303 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$288 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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