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 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$7.05K - $7.67K
|
100
$8.92K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
16.1K+ 100825.0% |
$1.14M - $1.24M
|
16.1K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
56.1KNew |
$3.95M - $4.3M
|
56.1K
$5M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-429- 75.26% |
$30.2K - $32.9K
|
141
$12.6K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-621- 5.89% |
$43.8K - $47.6K
|
9.92K
$885K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.51KNew |
$107K - $116K
|
1.51K
$135K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
165New |
$11.6K - $12.7K
|
165
$14.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.7KNew |
$261K - $284K
|
3.7K
$330K
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
233New |
$16.4K - $17.9K
|
233
$20.8K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-462- 54.48% |
$32.6K - $35.4K
|
386
$34.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 3.75% |
$84.9K - $92.4K
|
33.4K
$2.98M
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-90- 6.67% |
$6.34K - $6.9K
|
1.26K
$112K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
2.73K+ 5.11% |
$192K - $209K
|
56.2K
$5.01M
|
|
|
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
$6.86M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 26.02% |
$9.02K - $10.6K
|
381
$34K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
18.2KNew |
$1.22M - $1.43M
|
18.2K
$1.62M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.83KClosed |
$325K - $381K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-796- 4.84% |
$53.6K - $62.7K
|
15.7K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$4.24K - $4.96K
|
63
$5.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-58.6K- 77.97% |
$3.95M - $4.62M
|
16.6K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15+ 0.26% |
$1.01K - $1.18K
|
5.7K
$508K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.38% |
$1.48K - $1.73K
|
5.79K
$517K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.73KNew |
$251K - $294K
|
3.73K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.2KNew |
$956K - $1.12M
|
14.2K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 5.64% |
$13.5K - $15.8K
|
3.35K
$299K
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-598- 12.4% |
$40.2K - $47.1K
|
4.22K
$377K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.91KNew |
$196K - $229K
|
2.91K
$260K
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.32K+ 31.74% |
$88.5K - $104K
|
5.46K
$487K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 5.26% |
$251K - $294K
|
67.2K
$5.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3.67K- 7.52% |
$247K - $289K
|
45.2K
$4.03M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$10.1K - $11.8K
|
150
$13.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-135- 3.62% |
$9.08K - $10.6K
|
3.6K
$321K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-123- 0.58% |
$8.28K - $9.69K
|
21.2K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-350- 7.66% |
$23.5K - $27.6K
|
4.22K
$376K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-70- 1.37% |
$4.71K - $5.51K
|
5.06K
$451K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
529New |
$35.6K - $41.7K
|
529
$47.2K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-364- 99.73% |
$24.5K - $28.7K
|
1
$89.2
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-246Closed |
$16.3K - $18.8K
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
58New |
$3.85K - $4.44K
|
58
$5.17K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.99KNew |
$398K - $459K
|
5.99K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$256K - $294K
|
3.85K
$343K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
405+ 5.55% |
$26.9K - $31K
|
7.7K
$687K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.2K+ 4.69% |
$942K - $1.08M
|
316K
$28.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1KNew |
$66.4K - $76.5K
|
1K
$89.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.16KNew |
$409K - $471K
|
6.16K
$549K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.65KNew |
$109K - $126K
|
1.65K
$147K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 40.54% |
$49.8K - $57.4K
|
1.1K
$98.1K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
685New |
$45.5K - $52.4K
|
685
$61.1K
|
|
| Q2 2022 | |||||||
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-450Closed |
$30.2K - $35.5K
|
0
$0
|
|