Latest Institutional Purchases of First Trust Capital Strength E (FTCS)
This list provides information on the latest institutional transactions involving First Trust Capital Strength E (FTCS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.63MNew |
$493M - $529M
|
5.63M
$510M
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
679KNew |
$59.5M - $63.9M
|
679K
$61.6M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
628K+ 57.8% |
$55M - $59.1M
|
1.71M
$156M
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
551KNew |
$48.3M - $51.8M
|
551K
$50M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
309K+ 1793.16% |
$27.1M - $29.1M
|
327K
$29.6M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
245K+ 5063.77% |
$21.5M - $23.1M
|
250K
$22.7M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
217K+ 141.25% |
$19M - $20.4M
|
370K
$33.6M
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
205KNew |
$18M - $19.3M
|
205K
$18.6M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 126.02% |
$14.9M - $16M
|
304K
$27.6M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 2.29% |
$14.8M - $15.9M
|
7.54M
$684M
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
120KNew |
$10.5M - $11.3M
|
120K
$10.9M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
109K+ 78.48% |
$9.53M - $10.2M
|
247K
$22.5M
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
107KNew |
$9.4M - $10.1M
|
107K
$9.73M
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
86.7KNew |
$7.6M - $8.15M
|
86.7K
$7.87M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.1K+ 20.58% |
$7.54M - $8.1M
|
504K
$45.8M
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
73.7KNew |
$6.46M - $6.93M
|
73.7K
$6.69M
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
61.7KNew |
$5.4M - $5.8M
|
61.7K
$5.6M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59.2KNew |
$5.19M - $5.57M
|
59.2K
$5.37M
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
55.2KNew |
$4.83M - $5.19M
|
55.2K
$5.01M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.1K+ 4.96% |
$4.56M - $4.9M
|
1.1M
$100M
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
46.4KNew |
$4.06M - $4.36M
|
46.4K
$4.21M
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44.7KNew |
$3.92M - $4.21M
|
44.7K
$4.06M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.5K+ 34.6% |
$3.9M - $4.19M
|
173K
$15.7M
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
43.5KNew |
$3.82M - $4.09M
|
43.5K
$3.95M
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
43.3KNew |
$3.8M - $4.07M
|
43.3K
$3.93M
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
36KNew |
$3.15M - $3.38M
|
36K
$3.26M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.7KNew |
$2.77M - $2.98M
|
31.7K
$2.87M
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
30.2KNew |
$2.64M - $2.84M
|
30.2K
$2.74M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
29.2KNew |
$2.56M - $2.74M
|
29.2K
$2.65M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.6KNew |
$2.5M - $2.69M
|
28.6K
$2.59M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.4KNew |
$2.31M - $2.48M
|
26.4K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.4K+ 868.82% |
$2.31M - $2.48M
|
29.4K
$2.67M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.5K+ 36.91% |
$2.23M - $2.39M
|
94.4K
$8.57M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24K+ 8.62% |
$2.1M - $2.26M
|
302K
$27.4M
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.6KNew |
$1.98M - $2.13M
|
22.6K
$2.05M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
21.9KNew |
$1.92M - $2.06M
|
21.9K
$1.99M
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
21.2K+ 43.14% |
$1.86M - $2M
|
70.4K
$6.39M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 5.97% |
$1.83M - $1.96M
|
370K
$33.6M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 63.2% |
$1.78M - $1.92M
|
52.6K
$4.77M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 131.21% |
$1.58M - $1.7M
|
31.8K
$2.89M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
17.6KNew |
$1.54M - $1.65M
|
17.6K
$1.6M
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.4KNew |
$1.53M - $1.64M
|
17.4K
$1.58M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 109.1% |
$1.51M - $1.62M
|
32.9K
$2.99M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.3KNew |
$1.43M - $1.53M
|
16.3K
$1.48M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.4K+ 4.59% |
$1.35M - $1.45M
|
351K
$31.9M
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
15.4KNew |
$1.35M - $1.45M
|
15.4K
$1.4M
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.6K+ 6.32% |
$1.28M - $1.37M
|
246K
$22.3M
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.4K+ 6.4% |
$1.17M - $1.26M
|
222K
$20.1M
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.2KNew |
$1.07M - $1.15M
|
12.2K
$1.11M
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12KNew |
$1.06M - $1.13M
|
12K
$1.09M
|