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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-2- 0.06% |
$163 - $171
|
3.56K
$317K
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-425- 5.19% |
$34.6K - $36.4K
|
7.76K
$692K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32.3K- 55.98% |
$2.64M - $2.77M
|
25.4K
$2.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-2- 0.08% |
$163 - $171
|
2.43K
$217K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.69K- 3.51% |
$138K - $145K
|
46.6K
$4.15M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.66K- 19.26% |
$217K - $228K
|
11.2K
$995K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
50.7KNew |
$4.13M - $4.34M
|
50.7K
$4.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-126- 4.22% |
$10.3K - $10.8K
|
2.86K
$255K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
139+ 1.56% |
$11.3K - $11.9K
|
9.03K
$806K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
SELL
|
- |
-246- 3.92% |
$20K - $21.1K
|
6.03K
$538K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.2K+ 42.97% |
$1.24M - $1.3M
|
50.7K
$4.53M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-768- 2.36% |
$62.6K - $65.7K
|
31.8K
$2.84M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
160+ 0.92% |
$13K - $13.7K
|
17.6K
$1.57M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.19KNew |
$667K - $701K
|
8.19K
$730K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 0.4% |
$98K - $103K
|
301K
$26.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 2.06% |
$570 - $599
|
347
$31K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.01% |
$99.7K - $105K
|
122K
$10.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-104- 3.19% |
$8.47K - $8.9K
|
3.15K
$281K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-179- 3.61% |
$14.6K - $15.3K
|
4.78K
$426K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.65K- 14.41% |
$379K - $398K
|
27.6K
$2.46M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.5K- 7.19% |
$1.18M - $1.24M
|
187K
$16.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-22.2K- 99.11% |
$1.81M - $1.9M
|
200
$17.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$1.87K - $1.97K
|
23
$2.05K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-582- 5.33% |
$47.4K - $49.8K
|
10.3K
$922K
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.71K- 11.22% |
$546K - $574K
|
53.1K
$4.73M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-115- 11.75% |
$9.37K - $9.84K
|
864
$77.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.56K+ 1.36% |
$290K - $305K
|
266K
$23.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.84K- 3.38% |
$313K - $328K
|
110K
$9.79M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-107- 25.12% |
$8.72K - $9.16K
|
319
$28.5K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.62% |
$81.5 - $85.6
|
162
$14.5K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.15K+ 87.29% |
$338K - $355K
|
8.9K
$794K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
301New |
$24.5K - $25.8K
|
301
$26.9K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 8.67% |
$3.98K - $4.28K
|
527
$47K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
41.9K+ 13.68% |
$3.33M - $3.59M
|
348K
$31.1M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71KNew |
$136K - $146K
|
1.71K
$152K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.3KNew |
$262K - $283K
|
3.3K
$294K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.24KNew |
$257K - $277K
|
3.24K
$289K
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-834- 24.39% |
$66.3K - $71.4K
|
2.59K
$231K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.1K+ 79.44% |
$3.11M - $3.35M
|
88.3K
$7.88M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$99.4K - $107K
|
1.25K
$112K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-334- 7.2% |
$26.6K - $28.6K
|
4.31K
$384K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
230+ 6.35% |
$18.3K - $19.7K
|
3.85K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$1.11K - $1.2K
|
14
$1.25K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.12K - $6.6K
|
77
$6.87K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-84- 1.92% |
$6.68K - $7.2K
|
4.3K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17K- 34.4% |
$1.35M - $1.46M
|
32.4K
$2.89M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15K+ 25.49% |
$1.19M - $1.28M
|
73.6K
$6.57M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.96% |
$79.5 - $85.7
|
105
$9.37K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.81K- 11.66% |
$462K - $497K
|
44K
$3.92M
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-531- 8.9% |
$42.2K - $45.5K
|
5.44K
$485K
|
|