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 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
2.23K+ 8.25% |
$187K - $203K
|
29.3K
$2.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7.37K- 24.18% |
$616K - $670K
|
23.1K
$2.14M
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.48K- 35.66% |
$208K - $226K
|
4.48K
$416K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
BUY
|
- |
2.22KNew |
$185K - $202K
|
2.22K
$206K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.08K- 6.03% |
$257K - $280K
|
48K
$4.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.27% |
$1.09K - $1.18K
|
4.86K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.01% |
$83.6 - $90.9
|
11.8K
$1.09M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-85.1K- 70.47% |
$7.11M - $7.74M
|
35.6K
$3.31M
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-434- 12.88% |
$36.3K - $39.5K
|
2.94K
$273K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.37KNew |
$198K - $216K
|
2.37K
$220K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.39KNew |
$367K - $399K
|
4.39K
$407K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.68K- 6.54% |
$140K - $153K
|
24K
$2.23M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-1.25K- 0.26% |
$105K - $114K
|
479K
$44.4M
|
|
| Q2 2024 | |||||||
|
Nov 14, 2024
Q2 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-360- 0.49% |
$29.3K - $30.8K
|
73K
$6.77M
|
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-69- 4.13% |
$5.62K - $5.91K
|
1.6K
$149K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.2K- 2.38% |
$3.03M - $3.18M
|
1.53M
$142M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-114K- 70.32% |
$9.27M - $9.74M
|
48K
$4.46M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
48New |
$3.91K - $4.11K
|
48
$4.46K
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-18.5K- 72.14% |
$1.5M - $1.58M
|
7.13K
$662K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$81.5 - $85.6
|
5.65K
$525K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.63KNew |
$214K - $225K
|
2.63K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-114- 2.44% |
$9.29K - $9.76K
|
4.56K
$423K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.3KNew |
$106K - $111K
|
1.3K
$120K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-57- 0.13% |
$4.64K - $4.88K
|
44.2K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365New |
$29.7K - $31.2K
|
365
$33.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.2% |
$4.32K - $4.54K
|
26.8K
$2.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.52K+ 100.0% |
$205K - $216K
|
5.04K
$468K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-13.3K- 83.7% |
$1.08M - $1.13M
|
2.58K
$240K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$376K - $395K
|
4.62K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
788+ 30.9% |
$64.2K - $67.4K
|
3.34K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.8KNew |
$1.04M - $1.1M
|
12.8K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.68KNew |
$626K - $657K
|
7.68K
$713K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.79KNew |
$553K - $581K
|
6.79K
$630K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.22KNew |
$99.1K - $104K
|
1.22K
$113K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.26K- 1.45% |
$265K - $279K
|
221K
$20.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.67KNew |
$380K - $399K
|
4.67K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-175- 2.67% |
$14.3K - $15K
|
6.37K
$591K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
922+ 124.09% |
$75.1K - $78.9K
|
1.67K
$155K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
497New |
$40.5K - $42.5K
|
497
$46.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-298- 21.0% |
$24.3K - $25.5K
|
1.12K
$104K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-61.2K- 69.57% |
$4.99M - $5.24M
|
26.8K
$2.49M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.8KNew |
$473K - $496K
|
5.8K
$538K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-593- 37.6% |
$48.3K - $50.7K
|
984
$91.3K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.01K- 43.18% |
$164K - $172K
|
2.65K
$246K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
368New |
$30K - $31.5K
|
368
$34.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.41M
|
16.5K
$1.53M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-60- 4.94% |
$4.89K - $5.13K
|
1.15K
$107K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$5.3K - $5.56K
|
65
$6.03K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.65KNew |
$216K - $227K
|
2.65K
$246K
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-118- 2.66% |
$9.61K - $10.1K
|
4.31K
$400K
|
|