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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-597- 22.13% |
$52.3K - $56.1K
|
2.1K
$190K
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
448+ 20.3% |
$39.3K - $42.1K
|
2.66K
$240K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.12K- 2.29% |
$98.3K - $106K
|
47.8K
$4.31M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.52K- 6.03% |
$133K - $143K
|
23.7K
$2.14M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-196- 2.97% |
$17.2K - $18.4K
|
6.4K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.4K+ 6.4% |
$1.17M - $1.26M
|
222K
$20.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.02K+ 9.71% |
$440K - $472K
|
56.8K
$5.13M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-8.74K- 2.23% |
$766K - $822K
|
382K
$34.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.06KNew |
$531K - $570K
|
6.06K
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
30.2KNew |
$2.64M - $2.84M
|
30.2K
$2.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.05K+ 1.81% |
$267K - $287K
|
172K
$15.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.01K- 6.67% |
$263K - $283K
|
42K
$3.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.91KNew |
$255K - $273K
|
2.91K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
267+ 3.06% |
$23.4K - $25.1K
|
8.99K
$812K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
115+ 0.36% |
$10.1K - $10.8K
|
32.2K
$2.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-679- 37.14% |
$59.5K - $63.8K
|
1.15K
$104K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.48KNew |
$831K - $891K
|
9.48K
$856K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-717- 1.81% |
$62.8K - $67.4K
|
38.8K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
154+ 1.44% |
$13.5K - $14.5K
|
10.9K
$980K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6- 3.08% |
$526 - $564
|
189
$17.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.8K- 6.06% |
$158K - $170K
|
28K
$2.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-222- 7.29% |
$19.5K - $20.9K
|
2.82K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-526- 1.47% |
$46.1K - $49.5K
|
35.2K
$3.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-130- 2.37% |
$11.4K - $12.2K
|
5.36K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-807- 10.32% |
$70.7K - $75.9K
|
7.01K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.3K- 3.39% |
$464K - $498K
|
151K
$13.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.67K- 11.81% |
$584K - $627K
|
49.8K
$4.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
21.9KNew |
$1.92M - $2.06M
|
21.9K
$1.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
437+ 15.88% |
$38.3K - $41.1K
|
3.19K
$288K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4K- 4.73% |
$350K - $376K
|
80.5K
$7.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-553- 10.82% |
$48.5K - $52K
|
4.56K
$412K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.6K- 14.71% |
$1.81M - $1.94M
|
120K
$10.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.34K+ 2.88% |
$118K - $126K
|
47.9K
$4.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
3+ 0.03% |
$263 - $282
|
9.98K
$901K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10.9K+ 3.59% |
$956K - $1.03M
|
315K
$28.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.14KNew |
$451K - $484K
|
5.14K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.36K- 49.8% |
$119K - $128K
|
1.37K
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4- 0.02% |
$350 - $376
|
24.6K
$2.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-740- 2.81% |
$64.8K - $69.6K
|
25.6K
$2.31M
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 2.68% |
$701 - $752
|
306
$27.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 21.03% |
$229K - $245K
|
9.8K
$885K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.5K- 8.25% |
$1.36M - $1.46M
|
173K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-646- 0.89% |
$56.6K - $60.7K
|
71.9K
$6.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-214- 8.08% |
$18.8K - $20.1K
|
2.43K
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.33KNew |
$116K - $125K
|
1.33K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17+ 0.3% |
$1.49K - $1.6K
|
5.74K
$518K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-172- 2.29% |
$15.1K - $16.2K
|
7.33K
$662K
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-40K- 32.0% |
$3.5M - $3.76M
|
85K
$7.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
700+ 3.47% |
$61.3K - $65.8K
|
20.9K
$1.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.9K- 4.68% |
$1.48M - $1.59M
|
343K
$31M
|