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 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-230- 3.15% |
$16.4K - $17.3K
|
7.07K
$662K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
508New |
$36.2K - $38.1K
|
508
$47.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-508- 13.43% |
$36.2K - $38.1K
|
3.28K
$307K
|
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
328+ 360.44% |
$23.4K - $24.6K
|
419
$39.3K
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.55K+ 2.68% |
$324K - $342K
|
174K
$16.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
625+ 21.79% |
$44.5K - $46.9K
|
3.49K
$327K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
8.18K+ 14.6% |
$583K - $614K
|
64.2K
$6.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
93New |
$6.62K - $6.98K
|
93
$8.72K
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200New |
$14.2K - $15K
|
200
$18.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-143- 70.79% |
$10.2K - $10.7K
|
59
$5.53K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-19.4K- 87.6% |
$1.38M - $1.45M
|
2.74K
$257K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-93- 77.5% |
$6.62K - $6.98K
|
27
$2.53K
|
|
| Q1 2023 | |||||||
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
72New |
$5.07K - $5.52K
|
72
$6.75K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-14.7K- 6.54% |
$1.04M - $1.13M
|
211K
$19.7M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.74KNew |
$334K - $364K
|
4.74K
$444K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.12% |
$423 - $460
|
5.03K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2K- 94.79% |
$141K - $153K
|
110
$10.3K
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.41KNew |
$381K - $415K
|
5.41K
$507K
|
|
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-68.9K- 95.25% |
$4.86M - $5.29M
|
3.44K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$7.05K - $7.67K
|
100
$9.37K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
16.1K+ 100825.0% |
$1.14M - $1.24M
|
16.1K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-944- 15.48% |
$66.5K - $72.4K
|
5.15K
$483K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
56.1KNew |
$3.95M - $4.3M
|
56.1K
$5.25M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-429- 75.26% |
$30.2K - $32.9K
|
141
$13.2K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-621- 5.89% |
$43.8K - $47.6K
|
9.92K
$930K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.51KNew |
$107K - $116K
|
1.51K
$142K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.7KNew |
$261K - $284K
|
3.7K
$347K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
165New |
$11.6K - $12.7K
|
165
$15.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
233New |
$16.4K - $17.9K
|
233
$21.8K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-462- 54.48% |
$32.6K - $35.4K
|
386
$36.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 3.75% |
$84.9K - $92.4K
|
33.4K
$3.13M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-90- 6.67% |
$6.34K - $6.9K
|
1.26K
$118K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
76.9KNew |
$5.18M - $6.06M
|
76.9K
$7.21M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 26.02% |
$9.02K - $10.6K
|
381
$35.7K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
18.2KNew |
$1.22M - $1.43M
|
18.2K
$1.71M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.83KClosed |
$325K - $381K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$4.24K - $4.96K
|
63
$5.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-58.6K- 77.97% |
$3.95M - $4.62M
|
16.6K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-796- 4.84% |
$53.6K - $62.7K
|
15.7K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.38% |
$1.48K - $1.73K
|
5.79K
$543K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.73KNew |
$251K - $294K
|
3.73K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15+ 0.26% |
$1.01K - $1.18K
|
5.7K
$534K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 5.64% |
$13.5K - $15.8K
|
3.35K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.91KNew |
$196K - $229K
|
2.91K
$273K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-598- 12.4% |
$40.2K - $47.1K
|
4.22K
$396K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.32K+ 31.74% |
$88.5K - $104K
|
5.46K
$512K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 5.26% |
$251K - $294K
|
67.2K
$6.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3.67K- 7.52% |
$247K - $289K
|
45.2K
$4.23M
|
|