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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-108K- 28.43% |
$8.78M - $9.94M
|
271K
$25.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
206+ 1.43% |
$16.8K - $19K
|
14.7K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-58- 0.22% |
$4.73K - $5.36K
|
26.2K
$2.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124K+ 28.83% |
$10.1M - $11.5M
|
555K
$51.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.1K+ 130.24% |
$1.8M - $2.04M
|
39.1K
$3.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 32.0% |
$90.5K - $102K
|
2.36K
$220K
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
58.4KNew |
$4.77M - $5.4M
|
58.4K
$5.45M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
174KNew |
$14.2M - $16.1M
|
174K
$16.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-630- 4.23% |
$51.4K - $58.2K
|
14.3K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
253+ 1.13% |
$20.6K - $23.4K
|
22.6K
$2.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-287- 5.42% |
$23.4K - $26.5K
|
5.01K
$467K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29K+ 9.52% |
$2.37M - $2.68M
|
334K
$31.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 11.54% |
$149K - $169K
|
17.6K
$1.64M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.05K+ 43.26% |
$412K - $467K
|
16.7K
$1.56M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.13K+ 6.14% |
$174K - $197K
|
36.9K
$3.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
129+ 1.04% |
$10.5K - $11.9K
|
12.5K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-872- 6.63% |
$71.2K - $80.6K
|
12.3K
$1.15M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 8.97% |
$9.32M - $10.6M
|
1.16M
$108M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 0.27% |
$245 - $277
|
1.12K
$104K
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
91+ 1.88% |
$7.43K - $8.41K
|
4.94K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-106- 61.27% |
$8.65K - $9.79K
|
67
$6.24K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1+ 0.03% |
$81.6 - $92.4
|
3.56K
$332K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
79+ 0.84% |
$6.45K - $7.3K
|
9.45K
$881K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-701- 4.59% |
$57.2K - $64.8K
|
14.6K
$1.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.35K- 6.27% |
$600K - $679K
|
110K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.26% |
$1.06K - $1.2K
|
4.93K
$460K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
241+ 2.56% |
$19.7K - $22.3K
|
9.65K
$899K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-776- 6.81% |
$63.3K - $71.7K
|
10.6K
$989K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
246+ 492.0% |
$20.1K - $22.7K
|
296
$27.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-64- 3.92% |
$5.22K - $5.91K
|
1.57K
$146K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-25.4K- 46.05% |
$2.07M - $2.35M
|
29.8K
$2.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$253K - $286K
|
3.1K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.79K+ 9.72% |
$146K - $166K
|
20.2K
$1.89M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-108- 1.07% |
$8.81K - $9.98K
|
9.97K
$929K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
5.77K+ 1.79% |
$471K - $533K
|
328K
$30.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-575- 0.57% |
$46.9K - $53.1K
|
100K
$9.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-60- 0.21% |
$4.9K - $5.54K
|
29.2K
$2.72M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108+ 0.21% |
$8.81K - $9.98K
|
52.1K
$4.85M
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-88- 1.27% |
$7.18K - $8.13K
|
6.83K
$637K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.98K+ 4.37% |
$162K - $183K
|
47.4K
$4.42M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.72K- 11.19% |
$304K - $344K
|
29.5K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.49KNew |
$367K - $415K
|
4.49K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-51- 0.17% |
$4.16K - $4.71K
|
29.5K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-151- 0.68% |
$12.3K - $14K
|
21.9K
$2.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1.51K- 1.47% |
$124K - $140K
|
101K
$9.46M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
13.6K+ 79.48% |
$1.11M - $1.26M
|
30.7K
$2.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
798+ 1.41% |
$65.1K - $73.7K
|
57.4K
$5.35M
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.47K- 3.46% |
$120K - $136K
|
41K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-308- 4.68% |
$25.1K - $28.5K
|
6.27K
$584K
|