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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 12.74% |
$124K - $141K
|
13.5K
$1.24M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1.1K- 6.74% |
$89.8K - $102K
|
15.2K
$1.4M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-390- 1.64% |
$31.8K - $36K
|
23.4K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.36K- 1.96% |
$601K - $680K
|
368K
$33.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 0.46% |
$20.6K - $23.3K
|
54.9K
$5.05M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 5.14% |
$110K - $125K
|
24.9K
$2.29M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.1KNew |
$988K - $1.12M
|
12.1K
$1.11M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
989New |
$80.7K - $91.4K
|
989
$91K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.13% |
$1.06K - $1.2K
|
10.2K
$940K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.13% |
$1.14K - $1.29K
|
10.9K
$1M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 5.75% |
$94.2K - $107K
|
18.9K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-720- 1.19% |
$58.8K - $66.5K
|
59.7K
$5.49M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.66K+ 5.67% |
$217K - $245K
|
49.5K
$4.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-715- 15.84% |
$58.3K - $66.1K
|
3.8K
$349K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-434- 0.99% |
$35.4K - $40.1K
|
43.3K
$3.99M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-393- 1.49% |
$32.1K - $36.3K
|
25.9K
$2.38M
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-1.29K- 23.06% |
$105K - $119K
|
4.3K
$396K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 5.38% |
$285K - $323K
|
68.5K
$6.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-31- 1.23% |
$2.53K - $2.86K
|
2.5K
$230K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.24K- 14.62% |
$183K - $207K
|
13.1K
$1.2M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 48.68% |
$122K - $138K
|
4.55K
$419K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
12.2K+ 8.29% |
$995K - $1.13M
|
159K
$14.7M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
2.22KNew |
$181K - $205K
|
2.22K
$204K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-90- 2.12% |
$7.34K - $8.32K
|
4.16K
$382K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
119+ 2.03% |
$9.71K - $11K
|
5.98K
$550K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-48K- 10.19% |
$3.92M - $4.44M
|
424K
$39M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-306- 9.84% |
$25K - $28.3K
|
2.8K
$258K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
530New |
$45.8K - $48.4K
|
530
$48.7K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
818New |
$70.7K - $74.7K
|
818
$75.2K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
404K+ 1514.94% |
$34.9M - $36.9M
|
431K
$39.6M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.14K- 3.78% |
$98.7K - $104K
|
29.1K
$2.68M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.08K- 9.7% |
$93.6K - $98.9K
|
10.1K
$927K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26.4K- 46.71% |
$2.28M - $2.41M
|
30.1K
$2.77M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
37.3KNew |
$3.22M - $3.4M
|
37.3K
$3.43M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.95K- 56.3% |
$428K - $452K
|
3.84K
$353K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
414New |
$35.8K - $37.8K
|
414
$38.1K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.24% |
$1.04K - $1.1K
|
4.94K
$455K
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
27.4KNew |
$2.37M - $2.5M
|
27.4K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.39K- 17.99% |
$206K - $218K
|
10.9K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.74K- 6.06% |
$582K - $616K
|
104K
$9.61M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.84K- 3.71% |
$764K - $808K
|
230K
$21.1M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.7K+ 16.01% |
$2.4M - $2.53M
|
201K
$18.5M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.64K+ 2.54% |
$487K - $515K
|
228K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
641+ 2.29% |
$55.4K - $58.6K
|
28.6K
$2.63M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.05KNew |
$436K - $461K
|
5.05K
$464K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-160- 2.26% |
$13.8K - $14.6K
|
6.92K
$636K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-272K- 4.38% |
$23.5M - $24.8M
|
5.93M
$546M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.59K- 31.05% |
$138K - $146K
|
3.54K
$326K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.71KNew |
$407K - $430K
|
4.71K
$433K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40.7KNew |
$3.52M - $3.72M
|
40.7K
$3.74M
|
|