Latest Institutional Transactions on First Trust Capital Strength E (FTCS)
This table provides information on the latest institutional transactions involving First Trust Capital Strength E (FTCS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.4K+ 12.28% |
$1.04M - $1.13M
|
113K
$10.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17+ 0.17% |
$1.42K - $1.55K
|
10.2K
$907K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
404+ 16.42% |
$33.8K - $36.7K
|
2.86K
$255K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3+ 0.11% |
$251 - $273
|
2.65K
$236K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$83.6 - $90.9
|
2.87K
$256K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.45K- 8.61% |
$622K - $677K
|
79.1K
$7.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-252- 3.02% |
$21.1K - $22.9K
|
8.1K
$722K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.17K+ 5.62% |
$181K - $197K
|
40.8K
$3.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
75+ 3.03% |
$6.27K - $6.82K
|
2.55K
$228K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-661- 19.89% |
$55.2K - $60.1K
|
2.66K
$238K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.18K+ 3.05% |
$517K - $562K
|
209K
$18.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
129+ 2.42% |
$10.8K - $11.7K
|
5.45K
$486K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.63K- 2.88% |
$387K - $421K
|
156K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
47.5KNew |
$3.97M - $4.32M
|
47.5K
$4.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-13.7K- 6.48% |
$1.14M - $1.25M
|
197K
$17.6M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140- 2.55% |
$11.7K - $12.7K
|
5.36K
$478K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$83.6 - $90.9
|
4.87K
$435K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.79K- 5.3% |
$150K - $163K
|
32K
$2.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.12K+ 120.82% |
$260K - $283K
|
5.7K
$508K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.2% |
$501 - $546
|
3.04K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-443- 13.87% |
$37K - $40.3K
|
2.75K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-452- 1.69% |
$37.8K - $41.1K
|
26.3K
$2.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
191New |
$16K - $17.4K
|
191
$17K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.5K- 3.26% |
$960K - $1.04M
|
341K
$30.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.14K+ 1.04% |
$95.2K - $104K
|
111K
$9.86M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
627+ 2.91% |
$52.4K - $57K
|
22.2K
$1.98M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28K+ 30.83% |
$2.34M - $2.54M
|
119K
$10.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-878- 32.45% |
$73.4K - $79.8K
|
1.83K
$163K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3.54K- 16.48% |
$296K - $322K
|
17.9K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55.1K+ 18.77% |
$4.61M - $5.01M
|
349K
$31.1M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
312+ 5.77% |
$26.1K - $28.4K
|
5.72K
$510K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
626+ 17.31% |
$52.3K - $56.9K
|
4.24K
$378K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-468- 71.12% |
$39.1K - $42.6K
|
190
$16.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.9K+ 33.96% |
$1.66M - $1.81M
|
78.5K
$7.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-2.76K- 5.86% |
$231K - $251K
|
44.3K
$3.96M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
820+ 1.71% |
$68.5K - $74.6K
|
48.9K
$4.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
411+ 1.15% |
$34.4K - $37.4K
|
36.2K
$3.23M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-656- 73.63% |
$54.8K - $59.7K
|
235
$21K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.17% |
$7.1K - $7.73K
|
2.76K
$247K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 0.09% |
$21.1K - $23K
|
278K
$24.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4+ 0.14% |
$334 - $364
|
2.82K
$252K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.72K- 18.96% |
$395K - $430K
|
20.2K
$1.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
822+ 8.84% |
$68.7K - $74.8K
|
10.1K
$903K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-200- 8.31% |
$16.7K - $18.2K
|
2.21K
$197K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-238- 3.52% |
$19.9K - $21.6K
|
6.53K
$582K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.1K- 3.06% |
$2.77M - $3.01M
|
1.05M
$93.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.46K- 15.98% |
$289K - $314K
|
18.2K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
540+ 0.75% |
$45.1K - $49.1K
|
72.5K
$6.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
822+ 1.86% |
$68.7K - $74.8K
|
45K
$4.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-132- 0.44% |
$11K - $12K
|
29.8K
$2.65M
|