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 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.69KNew |
$586K - $629K
|
6.69K
$593K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.4KNew |
$1.53M - $1.64M
|
17.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.47% |
$2.02K - $2.16K
|
4.88K
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
411+ 3.22% |
$36K - $38.6K
|
13.2K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-587- 0.07% |
$51.4K - $55.2K
|
879K
$77.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
20+ 0.7% |
$1.75K - $1.88K
|
2.88K
$256K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.79K- 21.34% |
$157K - $168K
|
6.59K
$584K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
15.4KNew |
$1.35M - $1.45M
|
15.4K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.08K- 20.02% |
$94.8K - $102K
|
4.32K
$383K
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.7K+ 4.25% |
$1.02M - $1.1M
|
287K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
74New |
$6.48K - $6.96K
|
74
$6.56K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
200New |
$17.5K - $18.8K
|
200
$17.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.7KNew |
$2.77M - $2.98M
|
31.7K
$2.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
855+ 2.45% |
$74.9K - $80.4K
|
35.8K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 16.39% |
$990K - $1.06M
|
57.6K
$5.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 10.37% |
$1.69M - $1.82M
|
167K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.62K+ 72.2% |
$667K - $716K
|
18.2K
$1.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.08K- 1.59% |
$620K - $666K
|
438K
$38.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.59KNew |
$314K - $337K
|
3.59K
$318K
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
120KNew |
$10.5M - $11.3M
|
120K
$10.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
107KNew |
$9.4M - $10.1M
|
107K
$9.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$789 - $846
|
5.57K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
21.2K+ 43.14% |
$1.86M - $2M
|
70.4K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
138+ 1.6% |
$12.1K - $13K
|
8.76K
$776K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12KNew |
$1.06M - $1.13M
|
12K
$1.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.42% |
$438 - $470
|
1.19K
$105K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.6K+ 6.32% |
$1.28M - $1.37M
|
246K
$21.8M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.5K+ 34.6% |
$3.9M - $4.19M
|
173K
$15.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67K+ 8.71% |
$234K - $251K
|
33.3K
$2.95M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24+ 0.25% |
$2.1K - $2.26K
|
9.56K
$847K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
106+ 55.5% |
$9.29K - $9.97K
|
297
$26.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-98- 10.21% |
$8.59K - $9.21K
|
862
$76.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
504+ 34.17% |
$44.2K - $47.4K
|
1.98K
$175K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.19K+ 8.04% |
$630K - $676K
|
96.6K
$8.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 16.85% |
$897K - $962K
|
50.5K
$4.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.46K- 5.27% |
$128K - $137K
|
26.2K
$2.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.64K- 10.79% |
$231K - $248K
|
21.8K
$1.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 23.37% |
$234K - $251K
|
8.77K
$777K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.3K- 25.79% |
$201K - $216K
|
6.6K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.17K+ 5.79% |
$190K - $204K
|
39.6K
$3.51M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.91K- 4.18% |
$255K - $274K
|
66.9K
$5.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.01% |
$87.6 - $94
|
15K
$1.32M
|
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.46K+ 3.19% |
$128K - $137K
|
47.1K
$4.17M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.08% |
$3.5K - $3.76K
|
3.67K
$325K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 131.21% |
$1.58M - $1.7M
|
31.8K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-103- 0.73% |
$9.02K - $9.69K
|
14K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.53K- 12.56% |
$572K - $614K
|
45.4K
$4.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-187K- 12.52% |
$16.4M - $17.6M
|
1.31M
$116M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.49K+ 22.15% |
$393K - $422K
|
24.7K
$2.19M
|