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 |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 0.09% |
$21.1K - $23K
|
278K
$26.1M
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4+ 0.14% |
$334 - $364
|
2.82K
$264K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.72K- 18.96% |
$395K - $430K
|
20.2K
$1.89M
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-132- 0.44% |
$11K - $12K
|
29.8K
$2.79M
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-200- 8.31% |
$16.7K - $18.2K
|
2.21K
$207K
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-238- 3.52% |
$19.9K - $21.6K
|
6.53K
$612K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-33.1K- 3.06% |
$2.77M - $3.01M
|
1.05M
$98.4M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
822+ 8.84% |
$68.7K - $74.8K
|
10.1K
$948K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.46K- 15.98% |
$289K - $314K
|
18.2K
$1.7M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
540+ 0.75% |
$45.1K - $49.1K
|
72.5K
$6.8M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
822+ 1.86% |
$68.7K - $74.8K
|
45K
$4.22M
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.27K- 17.36% |
$440K - $479K
|
25.1K
$2.35M
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-647- 5.7% |
$54.1K - $58.8K
|
10.7K
$1M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-46- 0.42% |
$3.84K - $4.18K
|
11K
$1.03M
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.67% |
$13K - $14.1K
|
9.43K
$883K
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.07K- 2.27% |
$758K - $824K
|
391K
$36.7M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-108- 0.56% |
$9.03K - $9.82K
|
19.3K
$1.81M
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-139- 0.36% |
$11.6K - $12.6K
|
38.8K
$3.64M
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 33.76% |
$1.74M - $1.89M
|
40.8K
$3.82M
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.83K+ 2.32% |
$320K - $348K
|
169K
$15.8M
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.32KNew |
$194K - $211K
|
2.32K
$218K
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.27KNew |
$190K - $206K
|
2.27K
$213K
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.98K- 12.46% |
$249K - $271K
|
20.9K
$1.96M
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.34% |
$83.6 - $90.9
|
291
$27.3K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.53K+ 19.02% |
$128K - $139K
|
9.58K
$898K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$186K - $203K
|
2.23K
$209K
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.37KNew |
$198K - $216K
|
2.37K
$222K
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.32K- 3.24% |
$111K - $120K
|
39.6K
$3.71M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.69K- 62.14% |
$559K - $608K
|
4.08K
$382K
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
2.33KNew |
$195K - $212K
|
2.33K
$219K
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8K+ 14.64% |
$1.16M - $1.26M
|
108K
$10.2M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63+ 0.52% |
$5.27K - $5.73K
|
12.3K
$1.15M
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.11% |
$418 - $455
|
4.45K
$417K
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
997+ 11.86% |
$83.3K - $90.7K
|
9.4K
$881K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.47K- 3.38% |
$290K - $316K
|
99.2K
$9.29M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
254+ 0.69% |
$21.2K - $23.1K
|
37.1K
$3.47M
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
981+ 2.15% |
$82K - $89.2K
|
46.6K
$4.36M
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.38K- 13.55% |
$115K - $125K
|
8.78K
$823K
|
|
Oct 23, 2024
Q3 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.19K+ 1.08% |
$183K - $199K
|
204K
$19.1M
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-606- 15.11% |
$50.6K - $55.1K
|
3.4K
$319K
|
|
Oct 23, 2024
Q3 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-944- 3.21% |
$78.9K - $85.8K
|
28.5K
$2.67M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.99K+ 1.42% |
$501K - $545K
|
427K
$40M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.2K+ 11.33% |
$100K - $109K
|
11.8K
$1.1M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
590+ 7.25% |
$49.3K - $53.7K
|
8.72K
$818K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.24K+ 10.97% |
$187K - $203K
|
22.6K
$2.12M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.69K- 6.63% |
$309K - $336K
|
52K
$4.87M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
336+ 2.98% |
$28.1K - $30.6K
|
11.6K
$1.09M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-124K- 10.15% |
$10.3M - $11.2M
|
1.09M
$103M
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-9.27K- 7.41% |
$775K - $843K
|
116K
$10.8M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.31KNew |
$193K - $210K
|
2.31K
$216K
|