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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
205KNew |
$18M - $19.3M
|
205K
$18.6M
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.6KNew |
$2.5M - $2.69M
|
28.6K
$2.58M
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.4KNew |
$2.31M - $2.48M
|
26.4K
$2.38M
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.5K+ 36.91% |
$2.23M - $2.39M
|
94.4K
$8.53M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24K+ 8.62% |
$2.1M - $2.26M
|
302K
$27.3M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
21.9KNew |
$1.92M - $2.06M
|
21.9K
$1.98M
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10.9K+ 3.59% |
$956K - $1.03M
|
315K
$28.4M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.21K+ 303.83% |
$632K - $678K
|
9.58K
$866K
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.81KNew |
$509K - $547K
|
5.81K
$525K
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.14KNew |
$451K - $484K
|
5.14K
$465K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.88KNew |
$428K - $459K
|
4.88K
$441K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.72K+ 1.11% |
$414K - $444K
|
431K
$39M
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$374K - $401K
|
4.26K
$385K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.08K+ 8.23% |
$358K - $384K
|
53.7K
$4.85M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.79K+ 3.43% |
$332K - $356K
|
114K
$10.3M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.75K+ 535.71% |
$329K - $353K
|
4.45K
$402K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.74K+ 6.68% |
$328K - $352K
|
59.7K
$5.39M
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$295K
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.76KNew |
$242K - $260K
|
2.76K
$250K
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.65K+ 5.49% |
$232K - $249K
|
51K
$4.61M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.62K+ 3358.97% |
$230K - $246K
|
2.7K
$244K
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
2.62K+ 0.55% |
$229K - $246K
|
481K
$43.5M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.56K+ 73.75% |
$224K - $241K
|
6.04K
$545K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
2.46K+ 1.81% |
$215K - $231K
|
138K
$12.5M
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.23K+ 27.25% |
$195K - $210K
|
10.4K
$941K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.11K+ 4.49% |
$185K - $198K
|
49.1K
$4.43M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 4.44% |
$143K - $154K
|
38.5K
$3.48M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 4.94% |
$127K - $136K
|
30.8K
$2.78M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 5.83% |
$119K - $128K
|
24.7K
$2.23M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.34K+ 2.88% |
$118K - $126K
|
47.9K
$4.33M
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.33KNew |
$116K - $125K
|
1.33K
$120K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.87% |
$98.2K - $105K
|
20.2K
$1.83M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
950+ 1.12% |
$83.2K - $89.3K
|
86.1K
$7.77M
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
749+ 3.88% |
$65.6K - $70.4K
|
20K
$1.81M
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
729+ 0.89% |
$63.9K - $68.5K
|
82.7K
$7.47M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
700+ 3.47% |
$61.3K - $65.8K
|
20.9K
$1.89M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
629+ 15.44% |
$55.1K - $59.1K
|
4.7K
$425K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
592+ 34.48% |
$51.9K - $55.7K
|
2.31K
$209K
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
558+ 5.71% |
$48.9K - $52.5K
|
10.3K
$933K
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
548+ 12.49% |
$48K - $51.5K
|
4.94K
$446K
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
538+ 2.38% |
$47.1K - $50.6K
|
23.2K
$2.09M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
520+ 1.04% |
$45.6K - $48.9K
|
50.7K
$4.58M
|
|
Jan 10, 2025
Q4 2024
|
Lynch & Associates
|
BUY
|
- |
483+ 8.59% |
$42.3K - $45.4K
|
6.11K
$551K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
469+ 4.03% |
$41.1K - $44.1K
|
12.1K
$1.09M
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
437+ 15.88% |
$38.3K - $41.1K
|
3.19K
$288K
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
436+ 8.3% |
$38.2K - $41K
|
5.69K
$514K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
419+ 4.71% |
$36.7K - $39.4K
|
9.32K
$842K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
346+ 1.84% |
$30.3K - $32.5K
|
19.1K
$1.73M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$21.5K - $23K
|
245
$22.1K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
198+ 6.79% |
$17.3K - $18.6K
|
3.11K
$281K
|