Wealthspan Partners, LLC First Trust Capital Strength E Transaction History

Wealthspan Partners, LLC

$198 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$71.23 - $75.08 $40,957 - $43,171	-575 Reduced 12.2%	4,138 $310,000
Q1 2023 Apr 21, 2023	BUY	$70.47 - $76.69 $332,125 - $361,439	4,713 New	4,713 $343,000

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

$684 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$595 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$329 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$305 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$290 Million
0.09% of portfolio

About FIRST TRUST CAPITAL STRENGTH E

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