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
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.01K- 6.67% |
$263K - $283K
|
42K
$3.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-807- 10.32% |
$70.7K - $75.9K
|
7.01K
$645K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
437+ 15.88% |
$38.3K - $41.1K
|
3.19K
$293K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6- 3.08% |
$526 - $564
|
189
$17.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-214- 8.08% |
$18.8K - $20.1K
|
2.43K
$224K
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.33KNew |
$116K - $125K
|
1.33K
$122K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
700+ 3.47% |
$61.3K - $65.8K
|
20.9K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-40K- 32.0% |
$3.5M - $3.76M
|
85K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
629+ 15.44% |
$55.1K - $59.1K
|
4.7K
$433K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$374K - $401K
|
4.26K
$392K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.5K- 18.05% |
$918K - $985K
|
47.6K
$4.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.88KNew |
$428K - $459K
|
4.88K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.96K- 81.25% |
$873K - $937K
|
2.3K
$212K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.7K- 32.88% |
$149K - $160K
|
3.46K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.76KNew |
$242K - $260K
|
2.76K
$254K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-315- 3.35% |
$27.6K - $29.6K
|
9.09K
$836K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-73- 0.71% |
$6.4K - $6.86K
|
10.3K
$944K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.99% |
$4.82K - $5.17K
|
2.82K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$21.5K - $23K
|
245
$22.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20.6K- 89.01% |
$1.8M - $1.93M
|
2.54K
$234K
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-978- 22.67% |
$85.7K - $92K
|
3.34K
$307K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
153New |
$13.4K - $14.4K
|
153
$14.1K
|
|
| Q3 2024 | |||||||
|
May 19, 2025
Q3 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-6.51K- 2.97% |
$544K - $592K
|
212K
$19.5M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
290+ 8.79% |
$24.2K - $26.4K
|
3.59K
$330K
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
6.89KNew |
$576K - $626K
|
6.89K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
2.64KNew |
$221K - $240K
|
2.64K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
502New |
$42K - $45.7K
|
502
$46.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 35.38% |
$110K - $119K
|
2.4K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.7KNew |
$309K - $336K
|
3.7K
$340K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
600+ 240.0% |
$50.1K - $54.6K
|
850
$78.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-161- 4.96% |
$13.5K - $14.6K
|
3.08K
$283K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 476.0% |
$995K - $1.08M
|
14.4K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-2.71K- 44.97% |
$227K - $247K
|
3.32K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.3KNew |
$192K - $209K
|
2.3K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
238+ 0.51% |
$19.9K - $21.6K
|
46.8K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1New |
$83.6 - $90.9
|
1
$92
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$202K - $219K
|
2.41K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59KNew |
$216K - $235K
|
2.59K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
27KNew |
$2.26M - $2.46M
|
27K
$2.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
2.23KNew |
$186K - $202K
|
2.23K
$205K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.79KNew |
$233K - $254K
|
2.79K
$257K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.62KNew |
$135K - $147K
|
1.62K
$149K
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-500- 17.9% |
$41.8K - $45.5K
|
2.29K
$211K
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
71.9KNew |
$6.01M - $6.54M
|
71.9K
$6.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$12.5K - $13.6K
|
150
$13.8K
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
626+ 17.31% |
$52.3K - $56.9K
|
4.24K
$390K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-656- 73.63% |
$54.8K - $59.7K
|
235
$21.6K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-468- 71.12% |
$39.1K - $42.6K
|
190
$17.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.32KNew |
$194K - $211K
|
2.32K
$214K
|
|