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 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 5.38% |
$298K - $319K
|
66.5K
$6.04M
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$296K
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$296K
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.14K+ 48.98% |
$275K - $295K
|
9.54K
$866K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.05K+ 1.81% |
$267K - $287K
|
172K
$15.6M
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.94KNew |
$257K - $276K
|
2.94K
$266K
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.91KNew |
$255K - $273K
|
2.91K
$264K
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
2.82KNew |
$247K - $265K
|
2.82K
$256K
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.76KNew |
$242K - $260K
|
2.76K
$251K
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.71KNew |
$237K - $254K
|
2.71K
$245K
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.69KNew |
$235K - $252K
|
2.69K
$244K
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
2.67K+ 8.71% |
$234K - $251K
|
33.3K
$3.02M
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.65K+ 5.49% |
$232K - $249K
|
51K
$4.63M
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
2.62K+ 0.55% |
$229K - $246K
|
481K
$43.7M
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.56K+ 73.75% |
$224K - $241K
|
6.04K
$548K
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
2.46K+ 1.81% |
$215K - $231K
|
138K
$12.5M
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$214K - $230K
|
2.45K
$222K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.37KNew |
$208K - $223K
|
2.37K
$215K
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.23K+ 27.25% |
$195K - $210K
|
10.4K
$945K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.17K+ 5.79% |
$190K - $204K
|
39.6K
$3.59M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
2.11K+ 4.49% |
$185K - $198K
|
49.1K
$4.45M
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.06K+ 15.16% |
$180K - $193K
|
15.6K
$1.42M
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.05K+ 11.29% |
$180K - $193K
|
20.2K
$1.84M
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.02K+ 64.84% |
$177K - $190K
|
5.13K
$466K
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2K+ 45.22% |
$175K - $188K
|
6.42K
$583K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
1.98KNew |
$173K - $186K
|
1.98K
$179K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 1.94% |
$166K - $178K
|
99.7K
$9.05M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.84K+ 9.17% |
$161K - $173K
|
21.9K
$1.99M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.67K+ 9.5% |
$146K - $157K
|
19.2K
$1.75M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.67K+ 0.82% |
$146K - $157K
|
206K
$18.7M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.66K+ 70.64% |
$145K - $156K
|
4.01K
$363K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.64K+ 4.44% |
$143K - $154K
|
38.5K
$3.49M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 8.66% |
$129K - $139K
|
18.5K
$1.68M
|
|
Feb 12, 2025
Q4 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.46K+ 3.19% |
$128K - $137K
|
47.1K
$4.27M
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.45K+ 4.94% |
$127K - $136K
|
30.8K
$2.79M
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.45K+ 16.65% |
$127K - $136K
|
10.1K
$920K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.36K+ 5.83% |
$119K - $128K
|
24.7K
$2.24M
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.34K+ 2.88% |
$118K - $126K
|
47.9K
$4.35M
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.33KNew |
$116K - $125K
|
1.33K
$120K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.14K+ 13.1% |
$99.9K - $107K
|
9.84K
$893K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.13KNew |
$98.6K - $106K
|
1.13K
$102K
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.12K+ 5.87% |
$98.2K - $105K
|
20.2K
$1.83M
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 36.63% |
$88.1K - $94.5K
|
3.75K
$340K
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1KNew |
$87.6K - $94K
|
1K
$90.7K
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
985New |
$86.3K - $92.6K
|
985
$89.4K
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
950+ 1.12% |
$83.2K - $89.3K
|
86.1K
$7.81M
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
940+ 9.5% |
$82.4K - $88.4K
|
10.8K
$983K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
940+ 162.91% |
$82.4K - $88.4K
|
1.52K
$138K
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
931+ 19.32% |
$81.6K - $87.5K
|
5.75K
$522K
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
925+ 38.43% |
$81K - $87K
|
3.33K
$302K
|