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 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
613New |
$41.2K - $48.4K
|
613
$54K
|
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-207- 4.83% |
$13.9K - $16.3K
|
4.08K
$360K
|
|
|
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 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
$2.4M
|
|
|
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
$476K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 10.47% |
$67.2K - $79K
|
8.55K
$753K
|
|
|
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
$16.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
364+ 8.52% |
$24.5K - $28.7K
|
4.64K
$408K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
19New |
$1.28K - $1.5K
|
19
$1.67K
|
|
| Q1 2022 | |||||||
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
2.66KNew |
$196K - $223K
|
2.66K
$235K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 166.67% |
$36.8K - $41.9K
|
800
$70.5K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-45Closed |
$3.31K - $3.77K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$935K - $1.07M
|
12.7K
$1.12M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46Closed |
$3.38K - $3.85K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
300New |
$22.1K - $25.1K
|
300
$26.4K
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4+ 0.02% |
$294 - $335
|
23.9K
$2.11M
|
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-500Closed |
$36.8K - $41.9K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
5.54KNew |
$408K - $465K
|
5.54K
$488K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-257Closed |
$18.9K - $21.5K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-259Closed |
$19K - $21.7K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-69.9KClosed |
$5.14M - $5.86M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
359New |
$26.4K - $30.1K
|
359
$31.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19.7KClosed |
$1.45M - $1.65M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
29New |
$2.13K - $2.43K
|
29
$2.55K
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $287K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.04KClosed |
$371K - $422K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.61KClosed |
$118K - $135K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.12KClosed |
$82.1K - $93.6K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.52KClosed |
$112K - $127K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-735Closed |
$55K - $62.3K
|
0
$0
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$10.5K - $11.9K
|
141
$12.4K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.33KNew |
$99.1K - $112K
|
1.33K
$117K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-238Closed |
$17.8K - $20.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.93KClosed |
$219K - $248K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-104KClosed |
$7.8M - $8.84M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-700Closed |
$52.3K - $59.3K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-3Closed |
$224 - $254
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-2.87KClosed |
$215K - $243K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.37KClosed |
$103K - $116K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29.8KClosed |
$2.23M - $2.52M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-5.33KClosed |
$398K - $452K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-181Closed |
$13.5K - $15.3K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-131Closed |
$9.79K - $11.1K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-4.16KClosed |
$311K - $333K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-10.1KClosed |
$757K - $808K
|
0
$0
|
|