Zimmermann Investment Management & Planning LLC First Trust Capital Strength E Transaction History

Zimmermann Investment Management & Planning LLC

$287 Million
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$71.23 - $75.08 $1.38 Million - $1.45 Million	-19,379 Reduced 87.6%	2,742 $205,000
Q1 2023 Apr 25, 2023	SELL	$70.47 - $76.69 $410,769 - $447,026	-5,829 Reduced 20.86%	22,121 $1.61 Million
Q4 2022 Jan 20, 2023	BUY	$67.28 - $78.75 $1.88 Million - $2.2 Million	27,950 New	27,950 $0

Others Institutions Holding FTCS

# of Institutions

524

Shares Held

61.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

7.37M
Shares

$693 Million
0.31% of portfolio
Morgan Stanley New York, NY

6.41M
Shares

$602 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

3.54M
Shares

$333 Million
0.07% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

3.29M
Shares

$309 Million
0.41% of portfolio
International Assets Investment Management, LLC Orlando, FL

3.12M
Shares

$294 Million
0.09% of portfolio

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