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 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-33- 3.22% |
$2.76K - $3K
|
992
$92.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 6.47% |
$155K - $169K
|
30.6K
$2.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.6K+ 12.68% |
$301K - $328K
|
32K
$2.97M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
477+ 15.13% |
$39.9K - $43.4K
|
3.63K
$337K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.64K+ 1.05% |
$388K - $422K
|
445K
$41.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.3K+ 77.36% |
$2.19M - $2.39M
|
60.2K
$5.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-352- 13.04% |
$29.4K - $32K
|
2.35K
$218K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.3K- 16.71% |
$192K - $209K
|
11.4K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.7K- 3.52% |
$393K - $428K
|
129K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75- 0.07% |
$6.27K - $6.82K
|
110K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.7K- 10.77% |
$1.15M - $1.25M
|
114K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.27K+ 2.61% |
$190K - $207K
|
89.4K
$8.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.36K+ 52.01% |
$783K - $851K
|
27.4K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.1K- 36.64% |
$510K - $555K
|
10.6K
$979K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-80.7K- 7.1% |
$6.75M - $7.34M
|
1.06M
$97.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-34.4K- 3.76% |
$2.87M - $3.12M
|
880K
$81.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.36KNew |
$197K - $215K
|
2.36K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
444+ 2.58% |
$37.1K - $40.4K
|
17.6K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.32KNew |
$277K - $302K
|
3.32K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-297- 2.49% |
$24.8K - $27K
|
11.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.32K+ 4.62% |
$361K - $392K
|
97.8K
$9.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 25.16% |
$1.96M - $2.13M
|
69.8K
$6.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.63K+ 13.07% |
$554K - $603K
|
57.4K
$5.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.7K- 80.71% |
$1.06M - $1.16M
|
3.04K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.23KNew |
$187K - $203K
|
2.23K
$207K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 9.86% |
$88.9K - $96.8K
|
9.73K
$903K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
756+ 9.44% |
$63.2K - $68.8K
|
8.76K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-669- 1.52% |
$55.9K - $60.8K
|
43.2K
$4.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.98K- 1.44% |
$249K - $271K
|
204K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 0.79% |
$1.05M - $1.14M
|
1.6M
$149M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66K+ 1.02% |
$138K - $151K
|
164K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 21.52% |
$1.11M - $1.21M
|
75.1K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.23K- 9.97% |
$437K - $476K
|
47.2K
$4.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-5.09K- 17.22% |
$426K - $463K
|
24.5K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.4K+ 38.09% |
$3.54M - $3.85M
|
154K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-217- 0.68% |
$18.1K - $19.7K
|
31.6K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-722K- 39.93% |
$60.4M - $65.7M
|
1.09M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-281K- 4.2% |
$23.5M - $25.5M
|
6.41M
$595M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 19.58% |
$1.06M - $1.15M
|
51.9K
$4.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.15K- 34.19% |
$598K - $650K
|
13.8K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.8KNew |
$4.66M - $5.07M
|
55.8K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.83K+ 53.99% |
$153K - $166K
|
5.21K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13+ 0.15% |
$1.09K - $1.18K
|
8.89K
$825K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
44.4KNew |
$3.71M - $4.03M
|
44.4K
$4.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.16% |
$669 - $728
|
4.97K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1.01K- 1.31% |
$84.6K - $92K
|
76.2K
$7.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-25- 0.76% |
$2.09K - $2.27K
|
3.27K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.93KNew |
$245K - $266K
|
2.93K
$272K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.7KNew |
$309K - $336K
|
3.7K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.36KNew |
$113K - $123K
|
1.36K
$126K
|