Weitzel Financial Services, Inc. First Trust Capital Strength E Transaction History

Weitzel Financial Services, Inc.

$214 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	SELL	$71.38 - $80.32 $126,485 - $142,327	-1,772 Reduced 39.14%	2,755 $220,000
Q3 2023 Nov 09, 2023	SELL	$73.63 - $77.19 $8,909 - $9,339	-121 Reduced 2.6%	4,527 $333,000
Q2 2023 Jul 07, 2023	BUY	$71.23 - $75.08 $4,701 - $4,955	66 Added 1.44%	4,648 $348,000
Q1 2023 Apr 05, 2023	BUY	$70.47 - $76.69 $5,073 - $5,521	72 Added 1.6%	4,582 $334,000
Q4 2022 Feb 10, 2023	SELL	$67.28 - $78.75 $36,802 - $43,076	-547 Reduced 10.82%	4,510 $338,000
Q1 2022 Apr 07, 2022	BUY	$73.54 - $83.8 $8,824 - $10,056	120 Added 2.43%	5,057 $395,000
Q4 2021 Jan 13, 2022	SELL	$74.77 - $84.75 $25,795 - $29,238	-345 Reduced 6.53%	4,937 $417 Million
Q3 2021 Oct 07, 2021	BUY	$74.82 - $79.92 $395,199 - $422,137	5,282 New	5,282 $398 Million

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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