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, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12K- 93.29% |
$1.08M - $1.12M
|
862
$79K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.8K- 1.73% |
$1.77M - $1.85M
|
1.12M
$103M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17K+ 52.7% |
$1.52M - $1.59M
|
49.1K
$4.51M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-60- 0.53% |
$5.38K - $5.62K
|
11.3K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.98K+ 6.91% |
$177K - $185K
|
30.6K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 2.25% |
$559K - $584K
|
284K
$26M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 0.61% |
$28.8K - $30.1K
|
52.7K
$4.84M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-95- 1.56% |
$8.52K - $8.91K
|
6.01K
$551K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$449 - $469
|
19.5K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5+ 0.01% |
$449 - $469
|
58.4K
$5.36M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-535- 2.44% |
$48K - $50.2K
|
21.4K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.6KNew |
$1.31M - $1.37M
|
14.6K
$1.34M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13K+ 17.36% |
$1.16M - $1.21M
|
87.6K
$8.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-384- 1.3% |
$34.5K - $36K
|
29.1K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.61% |
$1.79K - $1.87K
|
3.27K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
164+ 1.77% |
$14.7K - $15.4K
|
9.44K
$866K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.94K+ 1.85% |
$713K - $745K
|
438K
$40.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-282- 9.78% |
$25.3K - $26.4K
|
2.6K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-29- 0.64% |
$2.6K - $2.72K
|
4.51K
$414K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
148+ 6.52% |
$13.3K - $13.9K
|
2.42K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.81K- 5.32% |
$162K - $170K
|
32.2K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-593- 21.72% |
$53.2K - $55.6K
|
2.14K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-567- 13.99% |
$50.9K - $53.2K
|
3.49K
$320K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18.2K- 41.67% |
$1.63M - $1.7M
|
25.4K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-39.4K- 24.49% |
$3.54M - $3.69M
|
122K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-280- 14.66% |
$25.1K - $26.2K
|
1.63K
$149K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
319New |
$28.6K - $29.9K
|
319
$29.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-139- 2.82% |
$12.5K - $13K
|
4.8K
$440K
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-859- 12.25% |
$77.1K - $80.5K
|
6.15K
$564K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-576- 5.64% |
$51.7K - $54K
|
9.64K
$884K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-15.5K- 26.36% |
$1.39M - $1.46M
|
43.4K
$3.98M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.03% |
$89.7 - $93.7
|
3.19K
$292K
|
|
|
Oct 17, 2025
Q3 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-245- 2.18% |
$22K - $23K
|
11K
$1.01M
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-215- 9.28% |
$19.3K - $20.2K
|
2.1K
$193K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 0.04% |
$7.54K - $7.87K
|
223K
$20.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.16K- 19.31% |
$104K - $108K
|
4.83K
$443K
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-586- 2.95% |
$52.6K - $54.9K
|
19.3K
$1.77M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-261- 1.37% |
$23.4K - $24.5K
|
18.8K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-701- 5.37% |
$62.9K - $65.7K
|
12.4K
$1.13M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.21% |
$449 - $469
|
2.37K
$217K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.63K- 27.22% |
$236K - $246K
|
7.03K
$644K
|
|
|
Oct 15, 2025
Q3 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.58K- 4.09% |
$321K - $336K
|
83.9K
$7.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.73K+ 14.48% |
$155K - $162K
|
13.6K
$1.25M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-1.38K- 4.36% |
$124K - $130K
|
30.3K
$2.78M
|
|
|
Oct 15, 2025
Q3 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-412- 2.48% |
$37K - $38.6K
|
16.2K
$1.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-108- 12.19% |
$9.69K - $10.1K
|
778
$71.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
199+ 4.31% |
$17.9K - $18.7K
|
4.81K
$441K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-4- 0.03% |
$359 - $375
|
15.2K
$1.4M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
12.8K+ 4.92% |
$1.15M - $1.2M
|
273K
$25M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-861- 3.68% |
$77.2K - $80.7K
|
22.5K
$2.06M
|
|