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 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.62% |
$81.5 - $85.6
|
162
$14.9K
|
|
Q1 2024 | |||||||
May 29, 2025
Q1 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.2KNew |
$334K - $359K
|
4.2K
$386K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.24KNew |
$257K - $277K
|
3.24K
$298K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.1K+ 79.44% |
$3.11M - $3.35M
|
88.3K
$8.12M
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$1.11K - $1.2K
|
14
$1.29K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
230+ 6.35% |
$18.3K - $19.7K
|
3.85K
$354K
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$99.4K - $107K
|
1.25K
$115K
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-84- 1.92% |
$6.68K - $7.2K
|
4.3K
$395K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.12K - $6.6K
|
77
$7.08K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15K+ 25.49% |
$1.19M - $1.28M
|
73.6K
$6.77M
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.96% |
$79.5 - $85.7
|
105
$9.66K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57+ 0.01% |
$4.53K - $4.88K
|
498K
$45.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
292K+ 51.04% |
$23.2M - $25M
|
863K
$79.4M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$7.95K - $8.57K
|
100
$9.2K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
42New |
$3.34K - $3.6K
|
42
$3.86K
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-70- 1.12% |
$5.57K - $6K
|
6.16K
$567K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
185New |
$14.7K - $15.8K
|
185
$17K
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.65K- 9.02% |
$131K - $141K
|
16.7K
$1.53M
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$19.9K - $21.4K
|
250
$23K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
275New |
$21.9K - $23.6K
|
275
$25.3K
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.07K- 19.22% |
$324K - $349K
|
17.1K
$1.57M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.8K+ 3.74% |
$223K - $240K
|
77.6K
$7.14M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.84KNew |
$384K - $414K
|
4.84K
$445K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.3K+ 6.33% |
$103K - $111K
|
21.8K
$2M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
929+ 8.93% |
$73.9K - $79.6K
|
11.3K
$1.04M
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
80New |
$6.36K - $6.85K
|
80
$7.36K
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-685- 21.74% |
$54.5K - $58.7K
|
2.47K
$227K
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-223- 1.88% |
$17.7K - $19.1K
|
11.6K
$1.07M
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 3.68% |
$154K - $166K
|
50.9K
$4.68M
|
|
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
$269K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 3.16% |
$7.95K - $8.57K
|
3.26K
$300K
|
|
Q4 2023 | |||||||
Mar 21, 2025
Q4 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-10.9KClosed |
$779K - $876K
|
0
$0
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
177New |
$12.6K - $14.2K
|
177
$16.3K
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.55K- 41.72% |
$253K - $285K
|
4.95K
$456K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 7.25% |
$1.07K - $1.2K
|
192
$17.7K
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.5K- 34.44% |
$392K - $441K
|
10.5K
$962K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22New |
$1.57K - $1.77K
|
22
$2.02K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$72.3K - $81.4K
|
1.01K
$93.2K
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.63K- 24.49% |
$116K - $131K
|
5.03K
$463K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
75New |
$5.35K - $6.02K
|
75
$6.9K
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.77K- 39.14% |
$126K - $142K
|
2.76K
$253K
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.61KNew |
$186K - $210K
|
2.61K
$240K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.15K- 24.54% |
$81.7K - $92K
|
3.52K
$324K
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 15.45% |
$92K - $104K
|
7.06K
$649K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$410K - $461K
|
5.74K
$528K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.5KNew |
$179K - $201K
|
2.5K
$230K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.5KNew |
$250K - $281K
|
3.5K
$322K
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
28New |
$2K - $2.25K
|
28
$2.58K
|