Wetzel Investment Advisors, Inc. First Trust Capital Strength E Transaction History

Wetzel Investment Advisors, Inc.

$196 Million
Q4 2024

A detailed history of Wetzel Investment Advisors, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 43,311 shares of FTCS stock, worth $3.89 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

43,311

Previous 44,345 2.33%

Holding current value

$3.89 Million

Previous $4.03 Million 5.49%

% of portfolio

1.94%

Previous 2.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$87.62 - $94.03 $90,599 - $97,227	-1,034 Reduced 2.33%	43,311 $3.81 Million
Q3 2024 Oct 29, 2024	SELL	$83.58 - $90.94 $230,680 - $250,994	-2,760 Reduced 5.86%	44,345 $4.03 Million
Q2 2024 Aug 07, 2024	BUY	$81.48 - $85.58 $3,992 - $4,193	49 Added 0.1%	47,105 $3.96 Million
Q1 2024 Apr 23, 2024	BUY	$79.51 - $85.66 $147,411 - $158,813	1,854 Added 4.1%	47,056 $4.03 Million
Q4 2023 Jan 31, 2024	BUY	$71.38 - $80.32 $3.23 Million - $3.63 Million	45,202 New	45,202 $3.62 Million

Others Institutions Holding FTCS

# of Institutions

525

Shares Held

58.3M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Wetzel Investment Advisors, Inc. First Trust Capital Strength E Transaction History