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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-22.7K- 50.67% |
$1.96M - $2.07M
|
22.1K
$2.03M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.65% |
$173 - $183
|
312
$28.7K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 0.69% |
$3.02K - $3.2K
|
5.12K
$470K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.83K+ 145.69% |
$763K - $807K
|
14.9K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.2KNew |
$449K - $475K
|
5.2K
$478K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.29K+ 4.08% |
$284K - $300K
|
83.8K
$7.71M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
99+ 133.78% |
$8.55K - $9.04K
|
173
$15.9K
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
9.3K+ 172.0% |
$803K - $849K
|
14.7K
$1.35M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
254+ 145.14% |
$21.9K - $23.2K
|
429
$39.5K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
445+ 0.62% |
$38.4K - $40.7K
|
72.3K
$6.65M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.19K- 3.21% |
$103K - $108K
|
35.8K
$3.29M
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-25- 0.33% |
$2.16K - $2.28K
|
7.56K
$696K
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.86K+ 3.94% |
$160K - $169K
|
49K
$4.5M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
59+ 0.08% |
$5.1K - $5.39K
|
75.2K
$6.92M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.39K- 5.67% |
$120K - $127K
|
23.2K
$2.13M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$86.4 - $91.4
|
1
$92
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
925+ 12.41% |
$79.9K - $84.5K
|
8.38K
$771K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-177K- 51.5% |
$15.3M - $16.1M
|
166K
$15.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 8.21% |
$45.2K - $47.8K
|
6.9K
$634K
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.32K- 5.16% |
$114K - $121K
|
24.2K
$2.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
300+ 2.13% |
$25.9K - $27.4K
|
14.4K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 0.98% |
$2.16K - $2.28K
|
2.59K
$238K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.2K+ 22.1% |
$1.83M - $1.94M
|
117K
$10.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.14K- 80.74% |
$185K - $195K
|
510
$46.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-583- 6.48% |
$50.4K - $53.3K
|
8.41K
$773K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 5.71% |
$199K - $211K
|
38K
$3.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.2K+ 12.77% |
$4.08M - $4.32M
|
417K
$38.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-542- 10.07% |
$46.8K - $49.5K
|
4.84K
$445K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-705- 3.2% |
$60.9K - $64.4K
|
21.3K
$1.96M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-332- 5.54% |
$28.7K - $30.3K
|
5.67K
$521K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.51K- 15.28% |
$822K - $869K
|
52.7K
$4.85M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-121K- 9.23% |
$10.4M - $11M
|
1.19M
$109M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-755- 22.07% |
$65.2K - $69K
|
2.67K
$245K
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.47K- 14.71% |
$127K - $134K
|
8.51K
$783K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.07K- 16.58% |
$92.3K - $97.6K
|
5.37K
$494K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-160- 2.79% |
$13.8K - $14.6K
|
5.58K
$513K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 0.38% |
$12.7K - $13.4K
|
38.5K
$3.54M
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
765+ 7.54% |
$66.1K - $69.9K
|
10.9K
$1M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.03KNew |
$88.9K - $94K
|
1.03K
$94.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-44- 0.28% |
$3.8K - $4.02K
|
15.6K
$1.43M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.2K+ 13.8% |
$1.14M - $1.21M
|
109K
$10M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.04KNew |
$608K - $643K
|
7.04K
$648K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.1K- 55.72% |
$2.77M - $2.93M
|
25.5K
$2.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.05K- 5.48% |
$90.5K - $95.7K
|
18.1K
$1.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-461- 3.51% |
$39.8K - $42.1K
|
12.7K
$1.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
498+ 2.48% |
$43K - $45.5K
|
20.5K
$1.89M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-75.5K- 21.5% |
$6.52M - $6.9M
|
276K
$25.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
300+ 0.73% |
$25.9K - $27.4K
|
41.3K
$3.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.4K+ 275.25% |
$121K - $128K
|
1.91K
$176K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.75K- 5.79% |
$324K - $343K
|
61.1K
$5.62M
|