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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
1.45M+ 8467.21% |
$115M - $124M
|
1.46M
$122M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.36M+ 671.79% |
$108M - $117M
|
1.56M
$131M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
292K+ 51.04% |
$23.2M - $25M
|
863K
$72.2M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
107KNew |
$8.47M - $9.13M
|
107K
$8.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
64.5KNew |
$5.13M - $5.52M
|
64.5K
$5.39M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
57.5K+ 87.69% |
$4.57M - $4.93M
|
123K
$10.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
51.5K+ 44.85% |
$4.09M - $4.41M
|
166K
$13.9M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
49.2K+ 8.06% |
$3.91M - $4.21M
|
660K
$55.2M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
48.6K+ 20.49% |
$3.87M - $4.17M
|
286K
$23.9M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.1K+ 79.44% |
$3.11M - $3.35M
|
88.3K
$7.38M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
36.1KNew |
$2.87M - $3.1M
|
36.1K
$3.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.5KNew |
$2.82M - $3.04M
|
35.5K
$2.97M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
30.1K+ 27.21% |
$2.39M - $2.58M
|
141K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
25K+ 13.58% |
$1.99M - $2.14M
|
209K
$17.5M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
25K+ 165.62% |
$1.99M - $2.14M
|
40.1K
$3.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
22.4KNew |
$1.78M - $1.92M
|
22.4K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
21.9K+ 31.82% |
$1.74M - $1.87M
|
90.6K
$7.57M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.7K+ 34.87% |
$1.73M - $1.86M
|
84K
$7.02M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21.5K+ 15.76% |
$1.71M - $1.84M
|
158K
$13.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
20.3KNew |
$1.62M - $1.74M
|
20.3K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
19.6KNew |
$1.56M - $1.68M
|
19.6K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
18.1K+ 16.77% |
$1.44M - $1.55M
|
126K
$10.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
16K+ 94.38% |
$1.27M - $1.37M
|
33K
$2.76M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
15.9K+ 40.64% |
$1.26M - $1.36M
|
54.9K
$4.59M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15K+ 25.49% |
$1.19M - $1.28M
|
73.6K
$6.16M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
13.1KNew |
$1.04M - $1.12M
|
13.1K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
13.1K+ 4.16% |
$1.04M - $1.12M
|
328K
$27.4M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.7K+ 5.0% |
$1.01M - $1.09M
|
266K
$22.3M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6K+ 89.92% |
$922K - $994K
|
24.5K
$2.05M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
10.6K+ 27.04% |
$842K - $907K
|
49.8K
$4.16M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4K+ 2.48% |
$829K - $894K
|
431K
$36M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
9.07KNew |
$721K - $777K
|
9.07K
$758K
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
9.05KNew |
$719K - $775K
|
9.05K
$756K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.97K+ 24.07% |
$713K - $769K
|
46.2K
$3.87M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
8.92K+ 11.61% |
$709K - $764K
|
85.8K
$7.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.77KNew |
$697K - $751K
|
8.77K
$733K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.72K+ 1.85% |
$693K - $747K
|
479K
$40.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.67KNew |
$690K - $743K
|
8.67K
$725K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.14K+ 5.3% |
$647K - $697K
|
162K
$13.5M
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
8.12K+ 22.74% |
$646K - $695K
|
43.8K
$3.66M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.08K+ 16.26% |
$642K - $692K
|
57.8K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.96K+ 157.47% |
$633K - $682K
|
13K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
7.85KNew |
$624K - $673K
|
7.85K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.77KNew |
$617K - $665K
|
7.77K
$649K
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
7.39K+ 6.08% |
$587K - $633K
|
129K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
7.33KNew |
$583K - $628K
|
7.33K
$612K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.07K+ 120.06% |
$562K - $605K
|
13K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.55K+ 3.32% |
$520K - $561K
|
204K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
6.37K+ 8.14% |
$506K - $545K
|
84.5K
$7.07M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
6.28KNew |
$499K - $538K
|
6.28K
$525K
|
|