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 |
---|---|---|---|---|---|---|---|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.52K- 14.04% |
$124K - $140K
|
9.28K
$853K
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-11.1K- 27.64% |
$904K - $1.02M
|
29K
$2.67M
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 0.38% |
$177K - $201K
|
571K
$52.6M
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 6.28% |
$221K - $250K
|
40.4K
$3.71M
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.2% |
$979 - $1.11K
|
6.1K
$561K
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-83- 0.56% |
$6.77K - $7.67K
|
14.6K
$1.35M
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-18- 0.39% |
$1.47K - $1.66K
|
4.54K
$417K
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$1.39K - $1.57K
|
5.8K
$533K
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
845+ 8.05% |
$69K - $78.1K
|
11.3K
$1.04M
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52Closed |
$4.24K - $4.8K
|
0
$0
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-707- 3.48% |
$57.7K - $65.3K
|
19.6K
$1.8M
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-134- 1.8% |
$10.9K - $12.4K
|
7.3K
$671K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.3K+ 21.93% |
$5.41M - $6.12M
|
368K
$33.9M
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.28K+ 10.2% |
$104K - $118K
|
13.8K
$1.27M
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-49- 16.61% |
$4K - $4.53K
|
246
$22.6K
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
39+ 1.64% |
$3.18K - $3.6K
|
2.42K
$223K
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 3.05% |
$130K - $147K
|
50.4K
$4.64M
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
547+ 1.49% |
$44.6K - $50.5K
|
37.2K
$3.42M
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8.14K- 29.18% |
$664K - $752K
|
19.8K
$1.82M
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-210- 65.63% |
$17.1K - $19.4K
|
110
$10.1K
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-250- 6.33% |
$20.4K - $23.1K
|
3.7K
$340K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-975- 30.57% |
$79.6K - $90.1K
|
2.21K
$204K
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
89+ 1.31% |
$7.26K - $8.22K
|
6.9K
$634K
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
45New |
$3.67K - $4.16K
|
45
$4.14K
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
575+ 18.65% |
$46.9K - $53.1K
|
3.66K
$336K
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.57K- 4.42% |
$128K - $145K
|
34K
$3.13M
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
3.41K+ 2.27% |
$278K - $315K
|
154K
$14.1M
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-287- 10.77% |
$23.4K - $26.5K
|
2.38K
$219K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
633New |
$51.7K - $58.5K
|
633
$58.2K
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.95K- 24.24% |
$241K - $273K
|
9.23K
$849K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.37K+ 288.45% |
$112K - $127K
|
1.85K
$170K
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.18K+ 75.26% |
$259K - $294K
|
7.4K
$681K
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2K+ 26.25% |
$164K - $185K
|
9.64K
$886K
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.38K- 33.5% |
$112K - $127K
|
2.73K
$251K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-152- 0.8% |
$12.4K - $14K
|
18.8K
$1.73M
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.17K- 1.32% |
$95.8K - $108K
|
87.5K
$8.05M
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
350New |
$28.6K - $32.3K
|
350
$32.2K
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.61K- 7.2% |
$376K - $426K
|
59.4K
$5.46M
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.28K+ 8.77% |
$105K - $119K
|
15.9K
$1.46M
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 9.57% |
$144K - $163K
|
16.6K
$1.53M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
279New |
$22.8K - $25.8K
|
279
$25.7K
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
193+ 4.5% |
$15.7K - $17.8K
|
4.49K
$413K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
879+ 13.12% |
$71.7K - $81.2K
|
7.58K
$697K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44K+ 14.83% |
$117K - $133K
|
11.1K
$1.02M
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.21% |
$490 - $554
|
2.85K
$262K
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
710+ 3.2% |
$57.9K - $65.6K
|
22.9K
$2.11M
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 25.4% |
$105K - $119K
|
3.78K
$348K
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-468- 0.81% |
$38.2K - $43.2K
|
57K
$5.24M
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-274- 23.06% |
$22.4K - $25.3K
|
914
$84.1K
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-36.8K- 76.65% |
$3M - $3.4M
|
11.2K
$1.03M
|