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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-319- 1.0% |
$28K - $30K
|
31.5K
$2.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-832- 1.37% |
$72.9K - $78.2K
|
59.9K
$5.31M
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-452- 1.59% |
$39.6K - $42.5K
|
28K
$2.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
25+ 0.45% |
$2.19K - $2.35K
|
5.58K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-104- 2.66% |
$9.11K - $9.78K
|
3.81K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.65K+ 5.49% |
$232K - $249K
|
51K
$4.52M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
SELL
|
- |
-500- 4.5% |
$43.8K - $47K
|
10.6K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-24K- 20.72% |
$2.1M - $2.25M
|
91.7K
$8.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-127- 2.61% |
$11.1K - $11.9K
|
4.75K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.81KNew |
$509K - $547K
|
5.81K
$515K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-500- 3.5% |
$43.8K - $47K
|
13.8K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.74K+ 6.68% |
$328K - $352K
|
59.7K
$5.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-315- 3.35% |
$27.6K - $29.6K
|
9.09K
$805K
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
538+ 2.38% |
$47.1K - $50.6K
|
23.2K
$2.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.76KNew |
$242K - $260K
|
2.76K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-674- 6.08% |
$59.1K - $63.4K
|
10.4K
$922K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
100+ 1.0% |
$8.76K - $9.4K
|
10.1K
$895K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-73- 0.71% |
$6.4K - $6.86K
|
10.3K
$909K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.99% |
$4.82K - $5.17K
|
2.82K
$250K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.77K- 9.0% |
$856K - $918K
|
98.7K
$8.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7.65K- 11.39% |
$670K - $719K
|
59.5K
$5.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53.9K- 45.37% |
$4.72M - $5.07M
|
64.9K
$5.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-348- 2.11% |
$30.5K - $32.7K
|
16.1K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$175 - $188
|
5.51K
$488K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.24K- 13.51% |
$284K - $305K
|
20.7K
$1.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
592+ 34.48% |
$51.9K - $55.7K
|
2.31K
$205K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-19- 0.25% |
$1.66K - $1.79K
|
7.58K
$671K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-12.2K- 36.88% |
$1.07M - $1.15M
|
20.9K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20.6K- 89.01% |
$1.8M - $1.93M
|
2.54K
$225K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
558+ 5.71% |
$48.9K - $52.5K
|
10.3K
$916K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-22.7K- 46.27% |
$1.99M - $2.14M
|
26.4K
$2.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-18.6K- 6.79% |
$1.63M - $1.75M
|
255K
$22.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$289K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$21.5K - $23K
|
245
$21.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
27+ 0.27% |
$2.37K - $2.54K
|
10.2K
$903K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-550- 2.25% |
$48.2K - $51.7K
|
23.9K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-978- 22.67% |
$85.7K - $92K
|
3.34K
$296K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.47% |
$1.84K - $1.97K
|
4.5K
$399K
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.4KNew |
$2.31M - $2.48M
|
26.4K
$2.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.16K- 17.73% |
$102K - $109K
|
5.38K
$477K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-10.4K- 22.0% |
$913K - $980K
|
36.9K
$3.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
483+ 8.59% |
$42.3K - $45.4K
|
6.11K
$541K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.21K+ 303.83% |
$632K - $678K
|
9.58K
$849K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
153New |
$13.4K - $14.4K
|
153
$13.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.75K+ 535.71% |
$329K - $353K
|
4.45K
$394K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-3.08M- 98.72% |
$270M - $290M
|
39.9K
$3.54M
|
|
| Q3 2024 | |||||||
|
Mar 18, 2025
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.07M- 62.29% |
$89.3M - $97.1M
|
647K
$57.3M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-132- 1.06% |
$11K - $12K
|
12.4K
$1.1M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
290+ 8.79% |
$24.2K - $26.4K
|
3.59K
$318K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.6K+ 12.68% |
$301K - $328K
|
32K
$2.84M
|
|