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 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-2.17K- 29.59% |
$177K - $186K
|
5.16K
$479K
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
80+ 0.54% |
$6.52K - $6.85K
|
15K
$1.39M
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
224New |
$18.3K - $19.2K
|
224
$20.8K
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.04K- 16.9% |
$84.7K - $88.9K
|
5.11K
$474K
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
9.05K+ 3.77% |
$738K - $775K
|
249K
$23.1M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 2.38% |
$123K - $129K
|
64.7K
$6.01M
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-395- 8.88% |
$32.2K - $33.8K
|
4.05K
$376K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-2- 0.08% |
$163 - $171
|
2.43K
$225K
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-126- 4.22% |
$10.3K - $10.8K
|
2.86K
$265K
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.19KNew |
$667K - $701K
|
8.19K
$760K
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-179- 3.61% |
$14.6K - $15.3K
|
4.78K
$443K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 2.06% |
$570 - $599
|
347
$32.2K
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-22.2K- 99.11% |
$1.81M - $1.9M
|
200
$18.6K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$1.87K - $1.97K
|
23
$2.13K
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-582- 5.33% |
$47.4K - $49.8K
|
10.3K
$959K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.71K- 11.22% |
$546K - $574K
|
53.1K
$4.93M
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-115- 11.75% |
$9.37K - $9.84K
|
864
$80.2K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-107- 25.12% |
$8.72K - $9.16K
|
319
$29.6K
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.15K+ 87.29% |
$338K - $355K
|
8.9K
$826K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
301New |
$24.5K - $25.8K
|
301
$27.9K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.62% |
$81.5 - $85.6
|
162
$15K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 8.67% |
$3.98K - $4.28K
|
527
$48.9K
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.3KNew |
$262K - $283K
|
3.3K
$306K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.24KNew |
$257K - $277K
|
3.24K
$300K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.1K+ 79.44% |
$3.11M - $3.35M
|
88.3K
$8.2M
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-84- 1.92% |
$6.68K - $7.2K
|
4.3K
$399K
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$1.11K - $1.2K
|
14
$1.3K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
230+ 6.35% |
$18.3K - $19.7K
|
3.85K
$357K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$99.4K - $107K
|
1.25K
$116K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15K+ 25.49% |
$1.19M - $1.28M
|
73.6K
$6.83M
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.96% |
$79.5 - $85.7
|
105
$9.75K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.12K - $6.6K
|
77
$7.15K
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.81K- 11.66% |
$462K - $497K
|
44K
$4.08M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$7.95K - $8.57K
|
100
$9.28K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
292K+ 51.04% |
$23.2M - $25M
|
863K
$80.1M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57+ 0.01% |
$4.53K - $4.88K
|
498K
$46.2M
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.15K+ 9.73% |
$91.4K - $98.5K
|
13K
$1.2M
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
42New |
$3.34K - $3.6K
|
42
$3.9K
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-70- 1.12% |
$5.57K - $6K
|
6.16K
$572K
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-931- 11.88% |
$74K - $79.7K
|
6.9K
$641K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
741+ 6.2% |
$58.9K - $63.5K
|
12.7K
$1.18M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.35K- 8.78% |
$266K - $287K
|
34.8K
$3.23M
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
185New |
$14.7K - $15.8K
|
185
$17.2K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.65K- 9.02% |
$131K - $141K
|
16.7K
$1.55M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$19.9K - $21.4K
|
250
$23.2K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
98New |
$7.79K - $8.39K
|
98
$9.1K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
998+ 31.48% |
$79.4K - $85.5K
|
4.17K
$387K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
275New |
$21.9K - $23.6K
|
275
$25.5K
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.07K- 19.22% |
$324K - $349K
|
17.1K
$1.59M
|