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 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 6.52% |
$1.09M - $1.18M
|
186K
$17.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.7K- 8.68% |
$2.07M - $2.25M
|
260K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.2KNew |
$351K - $382K
|
4.2K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
781+ 24.61% |
$65.3K - $71K
|
3.96K
$371K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.01K- 49.88% |
$335K - $365K
|
4.03K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 12.25% |
$1.23M - $1.34M
|
135K
$12.6M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.3KNew |
$1.7M - $1.84M
|
20.3K
$1.9M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32K+ 32.17% |
$194K - $211K
|
9.53K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$202K - $219K
|
2.41K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
329+ 0.73% |
$27.5K - $29.9K
|
45.6K
$4.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.7K- 2.65% |
$476K - $518K
|
210K
$19.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1New |
$83.6 - $90.9
|
1
$93.7
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-872- 8.92% |
$72.9K - $79.3K
|
8.9K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-9- 0.07% |
$752 - $818
|
13.5K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
7.3K+ 13.66% |
$610K - $664K
|
60.7K
$5.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
8.93K+ 7.44% |
$746K - $812K
|
129K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-289- 11.42% |
$24.2K - $26.3K
|
2.24K
$210K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.5K+ 29.58% |
$2.71M - $2.95M
|
142K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.5K- 13.62% |
$2.13M - $2.31M
|
161K
$15.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
238+ 0.51% |
$19.9K - $21.6K
|
46.8K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-95- 1.55% |
$7.94K - $8.64K
|
6.03K
$565K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-92.5K- 91.08% |
$7.73M - $8.41M
|
9.05K
$848K
|
|
|
Nov 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-177- 0.49% |
$14.8K - $16.1K
|
35.7K
$3.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-320- 6.19% |
$26.7K - $29.1K
|
4.85K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.07K- 37.42% |
$424K - $461K
|
8.48K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-933- 15.66% |
$78K - $84.8K
|
5.03K
$471K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
369+ 2.69% |
$30.8K - $33.6K
|
14.1K
$1.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-11- 0.3% |
$919 - $1K
|
3.66K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
279New |
$23.3K - $25.4K
|
279
$26.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.74KNew |
$229K - $250K
|
2.74K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
81K+ 140.63% |
$6.77M - $7.37M
|
139K
$13M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-472- 0.84% |
$39.4K - $42.9K
|
56K
$5.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72.5K+ 674.9% |
$6.06M - $6.59M
|
83.3K
$7.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
679+ 0.81% |
$56.8K - $61.7K
|
84.5K
$7.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.4K+ 2.39% |
$452K - $491K
|
231K
$21.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-888- 15.24% |
$74.2K - $80.8K
|
4.94K
$463K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59KNew |
$216K - $235K
|
2.59K
$243K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
389+ 1.13% |
$32.5K - $35.4K
|
34.9K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.01KNew |
$335K - $364K
|
4.01K
$375K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.24K- 1.16% |
$103K - $112K
|
105K
$9.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.29K- 1.09% |
$275K - $299K
|
298K
$27.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.59KNew |
$133K - $144K
|
1.59K
$149K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.2K+ 12.21% |
$184K - $200K
|
20.3K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
115+ 2.67% |
$9.61K - $10.5K
|
4.42K
$414K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.41K- 2.73% |
$118K - $128K
|
50.2K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-763- 6.16% |
$63.8K - $69.4K
|
11.6K
$1.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.96K+ 2.36% |
$247K - $269K
|
128K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-189K- 2.5% |
$15.8M - $17.2M
|
7.37M
$691M
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-550- 4.93% |
$46K - $50K
|
10.6K
$994K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.7K- 5.79% |
$142K - $155K
|
27.7K
$2.6M
|