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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.63K+ 13.07% |
$554K - $603K
|
57.4K
$5.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6.57K+ 8.37% |
$549K - $597K
|
85.1K
$7.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.41KNew |
$535K - $582K
|
6.41K
$565K
|
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
6.18K+ 3.05% |
$517K - $562K
|
209K
$18.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.99K+ 1.42% |
$501K - $545K
|
427K
$37.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5.94K+ 101.66% |
$497K - $540K
|
11.8K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.55K+ 4.21% |
$464K - $505K
|
137K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.4K+ 2.39% |
$452K - $491K
|
231K
$20.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.25KNew |
$439K - $478K
|
5.25K
$463K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.64K+ 1.05% |
$388K - $422K
|
445K
$39.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
4.46KNew |
$372K - $405K
|
4.46K
$393K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.42KNew |
$369K - $402K
|
4.42K
$389K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.39KNew |
$367K - $399K
|
4.39K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.32K+ 4.62% |
$361K - $392K
|
97.8K
$8.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
4.2KNew |
$351K - $382K
|
4.2K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.1K+ 35.25% |
$343K - $373K
|
15.7K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.1K+ 30.46% |
$343K - $373K
|
17.6K
$1.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.1KNew |
$343K - $373K
|
4.1K
$361K
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.06KNew |
$340K - $370K
|
4.06K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.01KNew |
$335K - $364K
|
4.01K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.83K+ 2.32% |
$320K - $348K
|
169K
$14.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.77K+ 2.64% |
$315K - $343K
|
146K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.7KNew |
$309K - $336K
|
3.7K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.69K+ 12.93% |
$308K - $335K
|
32.2K
$2.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.6K+ 12.68% |
$301K - $328K
|
32K
$2.82M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.4K+ 7.35% |
$284K - $309K
|
49.6K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
3.32KNew |
$277K - $302K
|
3.32K
$293K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
3.15K+ 9.35% |
$263K - $287K
|
36.9K
$3.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.12K+ 120.82% |
$260K - $283K
|
5.7K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.11KNew |
$260K - $283K
|
3.11K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.96K+ 2.36% |
$247K - $269K
|
128K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
2.93KNew |
$245K - $266K
|
2.93K
$258K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.91KNew |
$244K - $265K
|
2.91K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.79KNew |
$233K - $254K
|
2.79K
$246K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.74KNew |
$229K - $250K
|
2.74K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
2.64KNew |
$221K - $240K
|
2.64K
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.59KNew |
$216K - $235K
|
2.59K
$228K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.41KNew |
$202K - $219K
|
2.41K
$213K
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.41KNew |
$201K - $219K
|
2.41K
$212K
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
2.37KNew |
$198K - $216K
|
2.37K
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.37KNew |
$198K - $216K
|
2.37K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.36KNew |
$197K - $215K
|
2.36K
$208K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
2.33KNew |
$195K - $212K
|
2.33K
$206K
|
|
|
Oct 25, 2024
Q3 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
2.32KNew |
$194K - $211K
|
2.32K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.32K+ 32.17% |
$194K - $211K
|
9.53K
$840K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.31KNew |
$193K - $210K
|
2.31K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
2.3KNew |
$192K - $209K
|
2.3K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.27K+ 2.61% |
$190K - $207K
|
89.4K
$7.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
2.27KNew |
$190K - $206K
|
2.27K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
2.24K+ 10.97% |
$187K - $203K
|
22.6K
$1.99M
|