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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-421- 4.74% |
$36.9K - $39.6K
|
8.46K
$757K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
985New |
$86.3K - $92.6K
|
985
$88.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
9.62KNew |
$843K - $905K
|
9.62K
$860K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-38.4K- 13.86% |
$3.36M - $3.61M
|
238K
$21.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-581- 14.69% |
$50.9K - $54.6K
|
3.37K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
12.5KNew |
$1.09M - $1.17M
|
12.5K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.53KNew |
$572K - $614K
|
6.53K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 16.39% |
$990K - $1.06M
|
57.6K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
245+ 0.82% |
$21.5K - $23K
|
30.2K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-81K- 97.35% |
$7.1M - $7.62M
|
2.21K
$198K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-438- 6.71% |
$38.4K - $41.2K
|
6.09K
$544K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.69K- 2.85% |
$411K - $441K
|
159K
$14.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
317+ 3.74% |
$27.8K - $29.8K
|
8.79K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.78KNew |
$506K - $543K
|
5.78K
$516K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-309- 1.17% |
$27.1K - $29.1K
|
26.2K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12+ 1.07% |
$1.05K - $1.13K
|
1.13K
$101K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.73K- 3.66% |
$151K - $163K
|
45.5K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.39K+ 6.09% |
$472K - $507K
|
93.9K
$8.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.5K- 50.43% |
$1.18M - $1.27M
|
13.3K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.6K- 24.49% |
$2.68M - $2.88M
|
94.4K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.3K- 2.44% |
$114K - $122K
|
52K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-292- 1.75% |
$25.6K - $27.5K
|
16.4K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
242+ 0.94% |
$21.2K - $22.8K
|
26.1K
$2.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.69KNew |
$586K - $629K
|
6.69K
$598K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2K+ 45.22% |
$175K - $188K
|
6.42K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.82% |
$3.59K - $3.86K
|
4.93K
$441K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.4KNew |
$1.53M - $1.64M
|
17.4K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.47% |
$2.02K - $2.16K
|
4.88K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 10.37% |
$1.69M - $1.82M
|
167K
$14.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-587- 0.07% |
$51.4K - $55.2K
|
879K
$78.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
20+ 0.7% |
$1.75K - $1.88K
|
2.88K
$258K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.79K- 21.34% |
$157K - $168K
|
6.59K
$589K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
15.4KNew |
$1.35M - $1.45M
|
15.4K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.08K- 20.02% |
$94.8K - $102K
|
4.32K
$386K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.7K+ 4.25% |
$1.02M - $1.1M
|
287K
$25.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
74New |
$6.48K - $6.96K
|
74
$6.62K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
855+ 2.45% |
$74.9K - $80.4K
|
35.8K
$3.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
200New |
$17.5K - $18.8K
|
200
$17.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.7KNew |
$2.77M - $2.98M
|
31.7K
$2.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.62K+ 72.2% |
$667K - $716K
|
18.2K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.08K- 1.59% |
$620K - $666K
|
438K
$39.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.59KNew |
$314K - $337K
|
3.59K
$321K
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
120KNew |
$10.5M - $11.3M
|
120K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
107KNew |
$9.4M - $10.1M
|
107K
$9.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$789 - $846
|
5.57K
$498K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
21.2K+ 43.14% |
$1.86M - $2M
|
70.4K
$6.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
138+ 1.6% |
$12.1K - $13K
|
8.76K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.5K+ 34.6% |
$3.9M - $4.19M
|
173K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.6K+ 6.32% |
$1.28M - $1.37M
|
246K
$22M
|