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 |
---|---|---|---|---|---|---|---|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-261- 8.89% |
$22.9K - $24.5K
|
2.68K
$237K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.33K+ 8.32% |
$379K - $407K
|
56.4K
$4.99M
|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
12.9KNew |
$1.13M - $1.22M
|
12.9K
$1.15M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
48New |
$4.21K - $4.51K
|
48
$4.25K
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.05K- 1.45% |
$91.8K - $98.5K
|
71.3K
$6.31M
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
153+ 2.18% |
$13.4K - $14.4K
|
7.17K
$635K
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-29K- 14.67% |
$2.54M - $2.72M
|
168K
$14.9M
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$1.93K - $2.07K
|
22
$1.95K
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.82KNew |
$247K - $265K
|
2.82K
$250K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.36KNew |
$732K - $786K
|
8.36K
$739K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-30K- 21.11% |
$2.63M - $2.82M
|
112K
$9.92M
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.6KNew |
$841K - $903K
|
9.6K
$850K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
17.6KNew |
$1.54M - $1.65M
|
17.6K
$1.56M
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
174+ 2.88% |
$15.2K - $16.4K
|
6.21K
$549K
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-854- 5.11% |
$74.8K - $80.3K
|
15.9K
$1.4M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 15.12% |
$13.1K - $14.1K
|
842
$74.5K
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.77K- 25.73% |
$418K - $448K
|
13.8K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-730- 24.13% |
$64K - $68.6K
|
2.3K
$203K
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-780- 18.57% |
$68.3K - $73.3K
|
3.42K
$303K
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2- -0.0% |
$175 - $188
|
46.4K
$4.1M
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-13K- 3.8% |
$1.14M - $1.22M
|
328K
$29M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 2.18% |
$218K - $234K
|
111K
$9.84M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.57K+ 0.35% |
$488K - $524K
|
1.61M
$142M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-115K- 20.05% |
$10M - $10.8M
|
457K
$40.5M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 1.83% |
$2.54K - $2.73K
|
1.56K
$138K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.59K- 7.27% |
$140K - $150K
|
20.3K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 109.1% |
$1.51M - $1.62M
|
32.9K
$2.91M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.06K+ 8.14% |
$531K - $570K
|
80.5K
$7.12M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.08K- 26.9% |
$94.5K - $101K
|
2.93K
$259K
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
940+ 9.5% |
$82.4K - $88.4K
|
10.8K
$959K
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.84K+ 9.17% |
$161K - $173K
|
21.9K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59.2KNew |
$5.19M - $5.57M
|
59.2K
$5.24M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.4K+ 868.82% |
$2.31M - $2.48M
|
29.4K
$2.6M
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.65K+ 6.36% |
$319K - $343K
|
61K
$5.4M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.1K+ 4.96% |
$4.56M - $4.9M
|
1.1M
$97.5M
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.26K- 26.34% |
$548K - $588K
|
17.5K
$1.55M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 63.2% |
$1.78M - $1.92M
|
52.6K
$4.65M
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-209- 2.15% |
$18.3K - $19.7K
|
9.52K
$842K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-247- 2.71% |
$21.6K - $23.2K
|
8.87K
$785K
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.64K+ 52.9% |
$406K - $436K
|
13.4K
$1.19M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-281- 0.65% |
$24.6K - $26.4K
|
42.9K
$3.8M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.3KNew |
$1.43M - $1.53M
|
16.3K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
30+ 0.33% |
$2.63K - $2.82K
|
9.13K
$807K
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.02K+ 64.84% |
$177K - $190K
|
5.13K
$454K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 17.77% |
$1.17M - $1.26M
|
61.8K
$5.47M
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
817New |
$71.6K - $76.8K
|
817
$72.3K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.37KNew |
$558K - $599K
|
6.37K
$564K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.37KNew |
$208K - $223K
|
2.37K
$210K
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.94KNew |
$257K - $276K
|
2.94K
$260K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.1K- 35.99% |
$1.76M - $1.89M
|
35.7K
$3.16M
|