Wj Wealth Management, LLC First Trust Capital Strength E Transaction History

Wj Wealth Management, LLC

  • $268 Million
  • Q2 2024

A detailed history of Wj Wealth Management, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Wj Wealth Management, LLC holds 5,500 shares of FTCS stock, worth $498,299. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,500
Previous 5,500 -0.0%
Holding current value
$498,299
Previous $471,000 1.91%
% of portfolio
0.17%
Previous 0.19%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 11, 2023
BUY
$71.23 - $75.08 $195,882 - $206,470
2,750 Added 100.0%
5,500 $412,000
Q1 2023

Apr 12, 2023
SELL
$70.47 - $76.69 $193,792 - $210,897
-2,750 Reduced 50.0%
2,750 $200,000
Q2 2022

Aug 05, 2022
BUY
$67.19 - $78.97 $162,935 - $191,502
2,425 Added 78.86%
5,500 $384,000
Q1 2022

May 13, 2022
SELL
$73.54 - $83.8 $49,639 - $56,565
-675 Reduced 18.0%
3,075 $240,000
Q3 2021

Oct 15, 2021
SELL
$74.82 - $79.92 $280,575 - $299,700
-3,750 Reduced 50.0%
3,750 $278,000
Q3 2021

Oct 13, 2021
BUY
$74.82 - $79.92 $276,834 - $295,704
3,700 Added 97.37%
7,500 $278,000
Q2 2021

Aug 04, 2021
SELL
$71.15 - $76.1 $19,566 - $20,927
-275 Reduced 6.75%
3,800 $287,000
Q1 2021

Apr 28, 2021
SELL
$65.61 - $71.26 $206,671 - $224,469
-3,150 Reduced 43.6%
4,075 $289,000
Q4 2020

Jan 20, 2021
SELL
$60.98 - $67.58 $3,049 - $3,379
-50 Reduced 0.69%
7,225 $488,000
Q3 2020

Oct 14, 2020
SELL
$58.76 - $66.41 $734,206 - $829,792
-12,495 Reduced 63.2%
7,275 $460,000
Q2 2020

Aug 03, 2020
BUY
$47.78 - $59.86 $404,696 - $507,014
8,470 Added 74.96%
19,770 $1.16 Million
Q1 2020

Apr 21, 2020
SELL
$43.11 - $63.33 $91,608 - $134,576
-2,125 Reduced 15.83%
11,300 $562,000
Q4 2019

Jan 31, 2020
BUY
$54.95 - $60.56 $737,703 - $813,018
13,425 New
13,425 $810,000

Others Institutions Holding FTCS

# of Institutions
489
Shares Held
62.6M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST CAPITAL STRENGTH E

FTCS Quotes by TradingView
  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
Track This Portfolio

Track Wj Wealth Management, LLC Portfolio

Follow Wj Wealth Management, 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 Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email