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 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-57- 1.65% |
$5.11K - $5.34K
|
3.39K
$311K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
570+ 7.67% |
$51.1K - $53.4K
|
8K
$734K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-350- 32.17% |
$31.4K - $32.8K
|
738
$67.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.5KNew |
$494K - $516K
|
5.5K
$504K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-330- 2.26% |
$29.6K - $30.9K
|
14.2K
$1.31M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.72KNew |
$334K - $349K
|
3.72K
$341K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
147+ 0.75% |
$13.2K - $13.8K
|
19.7K
$1.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 60.0% |
$2.82M - $2.95M
|
21K
$1.92M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-1.23K- 8.4% |
$110K - $115K
|
13.4K
$1.23M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.02% |
$269 - $281
|
16.2K
$1.48M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-85- 0.3% |
$7.63K - $7.97K
|
27.8K
$2.55M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.66K- 4.85% |
$239K - $250K
|
52.2K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
31+ 0.58% |
$2.78K - $2.91K
|
5.4K
$495K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13K+ 14.9% |
$1.17M - $1.22M
|
100K
$9.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
400New |
$35.9K - $37.5K
|
400
$36.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-489- 6.57% |
$43.9K - $45.8K
|
6.96K
$638K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
114+ 1.96% |
$10.2K - $10.7K
|
5.94K
$545K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.13% |
$1.26K - $1.31K
|
11.1K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
283+ 4.56% |
$25.4K - $26.5K
|
6.49K
$595K
|
|
|
Oct 29, 2025
Q3 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-4.74K- 23.33% |
$425K - $444K
|
15.6K
$1.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9- 0.11% |
$807 - $844
|
8.46K
$776K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.2K+ 3.79% |
$1M - $1.05M
|
306K
$28.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22K+ 19.61% |
$1.98M - $2.06M
|
134K
$12.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$1.16M - $1.21M
|
12.9K
$1.19M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
46+ 0.25% |
$4.13K - $4.31K
|
18.7K
$1.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-533- 2.69% |
$47.8K - $50K
|
19.3K
$1.77M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.69KNew |
$241K - $252K
|
2.69K
$247K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-25- 17.73% |
$2.24K - $2.34K
|
116
$10.6K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 0.33% |
$1.61K - $1.69K
|
5.49K
$503K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-224- 3.07% |
$20.1K - $21K
|
7.07K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.24% |
$179 - $187
|
833
$76.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33K+ 8.95% |
$2.96M - $3.09M
|
401K
$36.8M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$924K - $965K
|
378K
$34.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-480- 3.68% |
$43.1K - $45K
|
12.6K
$1.15M
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
33+ 0.04% |
$2.96K - $3.09K
|
82.7K
$7.58M
|
|
|
Oct 27, 2025
Q3 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-234- 0.81% |
$21K - $21.9K
|
28.8K
$2.64M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-306- 0.42% |
$27.5K - $28.7K
|
72.6K
$6.66M
|
|
|
Oct 27, 2025
Q3 2025
|
Lvz, Inc.
|
SELL
|
- |
-341- 9.32% |
$30.6K - $32K
|
3.32K
$304K
|
|
|
Oct 27, 2025
Q3 2025
|
Dagco, Inc.
|
SELL
|
- |
-3.24K- 4.06% |
$291K - $304K
|
76.7K
$7.03M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5K+ 3.06% |
$1.21M - $1.27M
|
455K
$41.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
130+ 20.54% |
$11.7K - $12.2K
|
763
$70K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20- 0.84% |
$1.79K - $1.87K
|
2.36K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-8.09K- 3.51% |
$726K - $758K
|
223K
$20.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-130- 1.93% |
$11.7K - $12.2K
|
6.59K
$604K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.08% |
$449 - $469
|
6.55K
$600K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.45K- 7.44% |
$130K - $136K
|
18K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.66KNew |
$777K - $812K
|
8.66K
$794K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-252- 0.43% |
$22.6K - $23.6K
|
59K
$5.41M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
136+ 0.37% |
$12.2K - $12.7K
|
37.3K
$3.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.02K- 23.81% |
$181K - $189K
|
6.45K
$591K
|
|