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 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-48- 5.53% |
$4.01K - $4.37K
|
820
$76.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
157+ 0.85% |
$13.1K - $14.3K
|
18.6K
$1.73M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-49- 0.98% |
$4.1K - $4.46K
|
4.93K
$457K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.67K- 11.96% |
$641K - $697K
|
56.5K
$5.24M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.09M+ 8647.86% |
$258M - $281M
|
3.12M
$290M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.73K- 14.14% |
$145K - $157K
|
10.5K
$975K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.1K+ 60.89% |
$2.18M - $2.37M
|
69K
$6.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-420- 13.82% |
$35.1K - $38.2K
|
2.62K
$243K
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-8.74K- 11.52% |
$731K - $795K
|
67.1K
$6.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-209- 3.67% |
$17.5K - $19K
|
5.49K
$509K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.32% |
$83.6 - $90.9
|
310
$28.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.42KNew |
$369K - $402K
|
4.42K
$410K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.14K- 18.14% |
$95.6K - $104K
|
5.16K
$479K
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
25.2KNew |
$2.1M - $2.29M
|
25.2K
$2.34M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-8.76K- 29.22% |
$732K - $797K
|
21.2K
$1.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.74K- 2.52% |
$145K - $158K
|
67.1K
$6.22M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-2.65K- 13.7% |
$222K - $241K
|
16.7K
$1.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
6+ 3.17% |
$501 - $546
|
195
$18.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
475New |
$39.7K - $43.2K
|
475
$44.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-118K- 3.47% |
$9.89M - $10.8M
|
3.29M
$305M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-25.8K- 0.98% |
$2.16M - $2.35M
|
2.61M
$242M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-133K- 7.95% |
$11.1M - $12.1M
|
1.54M
$143M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-75- 2.84% |
$6.27K - $6.82K
|
2.56K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.07K- 6.28% |
$340K - $370K
|
60.7K
$5.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.25KNew |
$439K - $478K
|
5.25K
$488K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.8K+ 13.88% |
$1.23M - $1.34M
|
121K
$11.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-127- 0.76% |
$10.6K - $11.5K
|
16.5K
$1.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.59K- 2.52% |
$133K - $144K
|
61.4K
$5.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-10- 0.1% |
$836 - $909
|
9.98K
$926K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-177- 6.39% |
$14.8K - $16.1K
|
2.59K
$240K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 90.24% |
$3.09K - $3.36K
|
78
$7.24K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-151- 1.52% |
$12.6K - $13.7K
|
9.78K
$907K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.06KNew |
$340K - $370K
|
4.06K
$377K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.84% |
$15K - $16.3K
|
9.56K
$887K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.61K- 1.8% |
$553K - $601K
|
360K
$33.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-325- 14.38% |
$27.2K - $29.6K
|
1.94K
$180K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.41K+ 3.08% |
$117K - $128K
|
47K
$4.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
846+ 1.78% |
$70.7K - $76.9K
|
48.3K
$4.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.55K+ 4.21% |
$464K - $505K
|
137K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-61- 0.8% |
$5.1K - $5.55K
|
7.6K
$705K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-138- 2.44% |
$11.5K - $12.5K
|
5.51K
$511K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-850- 54.84% |
$71K - $77.3K
|
700
$65K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.82K- 7.64% |
$486K - $529K
|
70.4K
$6.53M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-471- 1.89% |
$39.4K - $42.8K
|
24.4K
$2.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
714+ 2.22% |
$59.7K - $64.9K
|
32.9K
$3.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 1.14% |
$22K - $23.9K
|
23.4K
$2.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-509- 2.64% |
$42.5K - $46.3K
|
18.8K
$1.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.91KNew |
$244K - $265K
|
2.91K
$270K
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-576K- 94.31% |
$48.1M - $52.4M
|
34.7K
$3.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.33K- 4.0% |
$111K - $121K
|
31.9K
$2.96M
|