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 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-257- 1.27% |
$22.2K - $23.5K
|
20K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.76K- 5.11% |
$324K - $343K
|
69.7K
$6.41M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-50- 1.12% |
$4.32K - $4.57K
|
4.4K
$405K
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
299+ 4.12% |
$25.8K - $27.3K
|
7.56K
$695K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.57K+ 6.2% |
$395K - $418K
|
78.3K
$7.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-166- 1.92% |
$14.3K - $15.2K
|
8.49K
$781K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-935- 14.61% |
$80.8K - $85.4K
|
5.47K
$503K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
247+ 8.76% |
$21.3K - $22.6K
|
3.07K
$282K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.29K- 7.27% |
$198K - $209K
|
29.3K
$2.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
320New |
$27.6K - $29.2K
|
320
$29.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.22K- 8.83% |
$365K - $385K
|
43.6K
$4.01M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.84K- 9.72% |
$418K - $442K
|
44.9K
$4.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
629New |
$54.3K - $57.5K
|
629
$57.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
77+ 1.35% |
$6.65K - $7.03K
|
5.77K
$530K
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-797- 15.5% |
$68.9K - $72.8K
|
4.35K
$400K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.26K+ 15.01% |
$627K - $663K
|
55.6K
$5.12M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.12% |
$259 - $274
|
2.48K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.9K- 22.36% |
$1.2M - $1.27M
|
48.1K
$4.42M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-424- 0.46% |
$36.6K - $38.7K
|
91.3K
$8.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.09K- 30.34% |
$94.1K - $99.5K
|
2.5K
$230K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8KNew |
$1.19M - $1.26M
|
13.8K
$1.27M
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.08K+ 23.63% |
$179K - $190K
|
10.9K
$999K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-183- 17.12% |
$15.8K - $16.7K
|
886
$81.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-11- 0.17% |
$950 - $1K
|
6.58K
$605K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
807+ 8.51% |
$69.7K - $73.7K
|
10.3K
$946K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.78K- 15.4% |
$240K - $254K
|
15.3K
$1.4M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-39- 0.53% |
$3.37K - $3.56K
|
7.38K
$679K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-335- 1.04% |
$28.9K - $30.6K
|
31.9K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
595+ 0.69% |
$51.4K - $54.4K
|
87.3K
$8.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.31K- 9.48% |
$200K - $211K
|
22.1K
$2.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.43K- 6.97% |
$469K - $496K
|
72.5K
$6.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.07K- 8.94% |
$179K - $189K
|
21.1K
$1.94M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5.95K- 43.17% |
$514K - $543K
|
7.83K
$720K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
594+ 5.75% |
$51.3K - $54.3K
|
10.9K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 0.59% |
$15.8K - $16.7K
|
30.9K
$2.85M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.03K- 37.59% |
$262K - $277K
|
5.03K
$463K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
190+ 1.88% |
$16.4K - $17.4K
|
10.3K
$947K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-141- 4.53% |
$12.2K - $12.9K
|
2.97K
$273K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
77+ 2.34% |
$6.65K - $7.03K
|
3.37K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.88K+ 3.83% |
$162K - $172K
|
50.9K
$4.69M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
55New |
$4.75K - $5.02K
|
55
$5.06K
|
|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.9K+ 1.92% |
$423K - $447K
|
260K
$23.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.24KNew |
$193K - $204K
|
2.24K
$206K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$3.28K - $3.47K
|
38
$3.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 5.26% |
$112K - $119K
|
23.4K
$2.15M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$173 - $183
|
2
$184
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 56.84% |
$360K - $380K
|
3.16K
$291K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
342New |
$30K - $32.2K
|
342
$31.5K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
59.3KNew |
$5.2M - $5.58M
|
59.3K
$5.46M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-96.6K- 7.58% |
$8.46M - $9.08M
|
1.18M
$108M
|
|