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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Peterson Wealth Management
|
SELL
|
- |
-10.1KClosed |
$757K - $808K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.64KClosed |
$347K - $371K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-16.2KClosed |
$1.21M - $1.29M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8Closed |
$599 - $639
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-405Closed |
$30.3K - $32.4K
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
SELL
|
- |
-7.27KClosed |
$544K - $581K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-402Closed |
$30.1K - $32.1K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-5.18KClosed |
$388K - $414K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$167K - $178K
|
2.23K
$198K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-150Closed |
$11.2K - $12K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 12, 2021
Q2 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4.76KClosed |
$339K - $362K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-101Closed |
$7.19K - $7.69K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-51Closed |
$3.63K - $3.88K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-400Closed |
$26.2K - $28.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
408New |
$26.8K - $29.1K
|
408
$36.2K
|
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 19.67% |
$9.38K - $10.2K
|
584
$51.7K
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-857Closed |
$56.2K - $61.1K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-6.81KClosed |
$446K - $485K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-96.4KClosed |
$6.32M - $6.87M
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-500Closed |
$32.8K - $35.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
568New |
$34.6K - $38.4K
|
568
$50.3K
|
|
|
Feb 19, 2021
Q4 2020
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-8.7KClosed |
$531K - $588K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
1.29KNew |
$78.5K - $87K
|
1.29K
$114K
|
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
62New |
$3.78K - $4.19K
|
62
$5.49K
|
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$6.1K - $6.76K
|
100
$8.86K
|
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
183KNew |
$11.1M - $12.3M
|
183K
$16.2M
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-27.7KClosed |
$1.69M - $1.87M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Dec 07, 2020
Q3 2020
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.33KClosed |
$490K - $553K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Old Mission Capital LLC
|
SELL
|
- |
-46.7KClosed |
$2.74M - $3.1M
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-159KClosed |
$9.35M - $10.6M
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.26KNew |
$426K - $482K
|
7.26K
$643K
|
|
|
Nov 13, 2020
Q3 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-4.38KClosed |
$257K - $291K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
138New |
$8.11K - $9.16K
|
138
$12.2K
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
21.5KNew |
$1.26M - $1.42M
|
21.5K
$1.9M
|
|
|
Oct 20, 2020
Q3 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5.97KClosed |
$351K - $396K
|
0
$0
|
|
|
Oct 16, 2020
Q3 2020
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.64KClosed |
$449K - $507K
|
0
$0
|
|
|
Oct 14, 2020
Q3 2020
|
Westside Investment Management, Inc.
|
SELL
|
- |
-700Closed |
$41.1K - $46.5K
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-57Closed |
$3.35K - $3.79K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.21K+ 5.36% |
$153K - $192K
|
63.1K
$5.59M
|
|
|
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14.9KNew |
$713K - $893K
|
14.9K
$1.32M
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-67Closed |
$3.2K - $4.01K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-192Closed |
$9.17K - $11.5K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.45KClosed |
$404K - $506K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
First Hawaiian Bank
|
SELL
|
- |
-21.4KClosed |
$1.02M - $1.28M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-90Closed |
$4.3K - $5.39K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-357Closed |
$17.1K - $21.4K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.32KClosed |
$229K - $337K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-524Closed |
$22.6K - $33.2K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-352Closed |
$15.2K - $22.3K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-5.63KClosed |
$243K - $356K
|
0
$0
|
|