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 |
---|---|---|---|---|---|---|---|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-60K- 32.43% |
$4.77M - $5.14M
|
125K
$11.7M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.8K+ 3.74% |
$223K - $240K
|
77.6K
$7.27M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.84KNew |
$384K - $414K
|
4.84K
$453K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.3K+ 6.33% |
$103K - $111K
|
21.8K
$2.04M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
929+ 8.93% |
$73.9K - $79.6K
|
11.3K
$1.06M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.01K- 2.04% |
$80.6K - $86.9K
|
48.8K
$4.57M
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-985- 50.64% |
$78.3K - $84.4K
|
960
$90K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
80New |
$6.36K - $6.85K
|
80
$7.5K
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-685- 21.74% |
$54.5K - $58.7K
|
2.47K
$231K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.67K - $1.8K
|
21
$1.97K
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-223- 1.88% |
$17.7K - $19.1K
|
11.6K
$1.09M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-57- 62.64% |
$4.53K - $4.88K
|
34
$3.19K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 3.68% |
$154K - $166K
|
50.9K
$4.77M
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8KNew |
$461K - $497K
|
5.8K
$544K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-207- 6.62% |
$16.5K - $17.7K
|
2.92K
$274K
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
48New |
$3.82K - $4.11K
|
48
$4.5K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 3.16% |
$7.95K - $8.57K
|
3.26K
$305K
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.45M+ 8467.21% |
$115M - $124M
|
1.46M
$137M
|
|
Q4 2023 | |||||||
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
177New |
$12.6K - $14.2K
|
177
$16.6K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.55K- 41.72% |
$253K - $285K
|
4.95K
$464K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 7.25% |
$1.07K - $1.2K
|
192
$18K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.5K- 34.44% |
$392K - $441K
|
10.5K
$980K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22New |
$1.57K - $1.77K
|
22
$2.06K
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.63K- 24.49% |
$116K - $131K
|
5.03K
$471K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$72.3K - $81.4K
|
1.01K
$94.9K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.13K- 13.81% |
$80.5K - $90.6K
|
7.04K
$660K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.15K- 24.54% |
$81.7K - $92K
|
3.52K
$330K
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.61KNew |
$186K - $210K
|
2.61K
$244K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 15.45% |
$92K - $104K
|
7.06K
$661K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
75New |
$5.35K - $6.02K
|
75
$7.03K
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.77K- 39.14% |
$126K - $142K
|
2.76K
$258K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.5KNew |
$250K - $281K
|
3.5K
$328K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$410K - $461K
|
5.74K
$538K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.5KNew |
$179K - $201K
|
2.5K
$234K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
28New |
$2K - $2.25K
|
28
$2.62K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.56KNew |
$540K - $607K
|
7.56K
$708K
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
174+ 0.32% |
$12.4K - $14K
|
54.3K
$5.09M
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
255New |
$18.2K - $20.5K
|
255
$23.9K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.87KNew |
$348K - $391K
|
4.87K
$456K
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
103New |
$7.35K - $8.27K
|
103
$9.65K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.69KNew |
$192K - $216K
|
2.69K
$252K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
180New |
$12.8K - $14.5K
|
180
$16.9K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
753New |
$53.7K - $60.5K
|
753
$70.6K
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-4.88K- 6.32% |
$349K - $392K
|
72.3K
$6.78M
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
910New |
$65K - $73.1K
|
910
$85.3K
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-42- 47.19% |
$3K - $3.37K
|
47
$4.4K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-170- 2.49% |
$12.1K - $13.7K
|
6.66K
$624K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
203New |
$14.5K - $16.3K
|
203
$19K
|