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 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-135- 3.62% |
$9.08K - $10.6K
|
3.6K
$334K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$10.1K - $11.8K
|
150
$13.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-123- 0.58% |
$8.28K - $9.69K
|
21.2K
$1.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-350- 7.66% |
$23.5K - $27.6K
|
4.22K
$392K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-70- 1.37% |
$4.71K - $5.51K
|
5.06K
$469K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
529New |
$35.6K - $41.7K
|
529
$49.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-364- 99.73% |
$24.5K - $28.7K
|
1
$92.8
|
|
| 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
$5.38K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
405+ 5.55% |
$26.9K - $31K
|
7.7K
$715K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$256K - $294K
|
3.85K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.99KNew |
$398K - $459K
|
5.99K
$556K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.2K+ 4.69% |
$942K - $1.08M
|
316K
$29.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1KNew |
$66.4K - $76.5K
|
1K
$92.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.16KNew |
$409K - $471K
|
6.16K
$571K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.65KNew |
$109K - $126K
|
1.65K
$153K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 40.54% |
$49.8K - $57.4K
|
1.1K
$102K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
685New |
$45.5K - $52.4K
|
685
$63.6K
|
|
| Q2 2022 | |||||||
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-450Closed |
$30.2K - $35.5K
|
0
$0
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-441- 33.23% |
$29.6K - $34.8K
|
886
$82.2K
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 23.2% |
$6.72K - $7.9K
|
331
$30.7K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 3.03% |
$67.2 - $79
|
32
$2.97K
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12KClosed |
$806K - $948K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.22KClosed |
$82K - $96.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-517Closed |
$34.7K - $40.8K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.67KClosed |
$179K - $211K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-112- 28.94% |
$7.53K - $8.84K
|
275
$25.5K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$258K - $304K
|
3.85K
$357K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.59KClosed |
$174K - $205K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.58K- 35.78% |
$173K - $204K
|
4.63K
$430K
|
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.8KNew |
$591K - $695K
|
8.8K
$816K
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-363Closed |
$24.4K - $28.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
7New |
$470 - $553
|
7
$650
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.28KClosed |
$220K - $259K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.39K+ 98.03% |
$228K - $268K
|
6.85K
$636K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155New |
$10.4K - $12.2K
|
155
$14.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-495Closed |
$33.3K - $39.1K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$79.7K - $93.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$206K - $242K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-207- 4.83% |
$13.9K - $16.3K
|
4.08K
$379K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
613New |
$41.2K - $48.4K
|
613
$56.9K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-195Closed |
$13.1K - $15.4K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-30.7KClosed |
$2.06M - $2.43M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-28.3K- 50.94% |
$1.9M - $2.24M
|
27.3K
$2.53M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-931Closed |
$62.6K - $73.5K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-183- 3.27% |
$12.3K - $14.5K
|
5.41K
$502K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 10.47% |
$67.2K - $79K
|
8.55K
$794K
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.99KClosed |
$201K - $236K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.27K- 87.12% |
$85.5K - $100K
|
188
$17.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
364+ 8.52% |
$24.5K - $28.7K
|
4.64K
$430K
|
|