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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5.2K- 32.19% |
$449K - $475K
|
11K
$1.01M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.43K- 4.06% |
$123K - $130K
|
33.8K
$3.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$11.7K - $12.3K
|
135
$12.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1K- 9.62% |
$86.5K - $91.4K
|
9.41K
$865K
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
952+ 7.36% |
$82.2K - $87K
|
13.9K
$1.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-950- 82.68% |
$82.1K - $86.8K
|
199
$18.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.28K- 14.69% |
$456K - $482K
|
30.6K
$2.82M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.2K- 12.27% |
$190K - $201K
|
15.7K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.04% |
$173 - $183
|
5.12K
$471K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-754- 22.95% |
$65.1K - $68.9K
|
2.53K
$233K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
443+ 1.7% |
$38.3K - $40.5K
|
26.5K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-404- 47.98% |
$34.9K - $36.9K
|
438
$40.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-90- 1.68% |
$7.78K - $8.22K
|
5.27K
$485K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-77- 0.68% |
$6.65K - $7.03K
|
11.2K
$1.03M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-118K- 50.0% |
$10.2M - $10.8M
|
118K
$10.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2+ 0.09% |
$173 - $183
|
2.3K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.43KNew |
$728K - $770K
|
8.43K
$775K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-225- 7.2% |
$19.4K - $20.6K
|
2.9K
$267K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.85KNew |
$419K - $443K
|
4.85K
$446K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
31.9K+ 195.81% |
$2.76M - $2.92M
|
48.2K
$4.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-168- 1.76% |
$14.5K - $15.3K
|
9.37K
$862K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
233+ 6.99% |
$20.1K - $21.3K
|
3.57K
$328K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.92K+ 3.12% |
$166K - $176K
|
63.6K
$5.85M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.35K- 18.4% |
$635K - $671K
|
32.6K
$3M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.6K+ 5.55% |
$1M - $1.06M
|
221K
$20.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.11K- 20.34% |
$355K - $376K
|
16.1K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-129- 2.01% |
$11.1K - $11.8K
|
6.29K
$579K
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.58K- 2.15% |
$223K - $236K
|
117K
$10.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
272+ 0.33% |
$23.5K - $24.8K
|
82.9K
$7.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-863- 4.18% |
$74.6K - $78.8K
|
19.8K
$1.82M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-27.7K- 19.42% |
$2.39M - $2.53M
|
115K
$10.6M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.62K- 34.04% |
$140K - $148K
|
3.13K
$288K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298+ 6.71% |
$25.7K - $27.2K
|
4.74K
$436K
|
|
|
Apr 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-20.7K- 10.77% |
$1.79M - $1.89M
|
172K
$15.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-590- 3.16% |
$51K - $53.9K
|
18.1K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.2K- 4.28% |
$4.08M - $4.31M
|
1.05M
$97M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-90.6K- 79.26% |
$7.83M - $8.28M
|
23.7K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-866- 1.45% |
$74.8K - $79.1K
|
59K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.51K+ 21.79% |
$217K - $229K
|
14K
$1.29M
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-700- 2.32% |
$60.5K - $63.9K
|
29.5K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69K- 40.21% |
$5.96M - $6.31M
|
103K
$9.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-749- 22.95% |
$64.7K - $68.4K
|
2.51K
$231K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-961- 4.25% |
$83K - $87.8K
|
21.7K
$1.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
373+ 3.58% |
$32.2K - $34.1K
|
10.8K
$992K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-50- 1.42% |
$4.32K - $4.57K
|
3.47K
$319K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.82K+ 2.48% |
$330K - $349K
|
158K
$14.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-45.8K- 30.36% |
$3.95M - $4.18M
|
105K
$9.66M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
189K+ 200.03% |
$16.3M - $17.3M
|
283K
$26.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.02% |
$950 - $1K
|
47.9K
$4.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.44% |
$1.73K - $1.83K
|
800
$73.6K
|