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 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298+ 6.71% |
$25.7K - $27.2K
|
4.74K
$436K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
272+ 0.33% |
$23.5K - $24.8K
|
82.9K
$7.63M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
254+ 145.14% |
$21.9K - $23.2K
|
429
$39.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
247+ 8.76% |
$21.3K - $22.6K
|
3.07K
$282K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
237New |
$20.5K - $21.6K
|
237
$21.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
233+ 6.99% |
$20.1K - $21.3K
|
3.57K
$328K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
196+ 19600.0% |
$16.9K - $17.9K
|
197
$18.1K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
192+ 64.65% |
$16.6K - $17.5K
|
489
$45K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
190+ 1.88% |
$16.4K - $17.4K
|
10.3K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 0.59% |
$15.8K - $16.7K
|
30.9K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
170+ 3.6% |
$14.7K - $15.5K
|
4.89K
$450K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
157New |
$13.6K - $14.3K
|
157
$14.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 0.38% |
$12.7K - $13.4K
|
38.5K
$3.54M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$11.7K - $12.3K
|
135
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
102+ 3.23% |
$8.81K - $9.32K
|
3.26K
$300K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
99+ 133.78% |
$8.55K - $9.04K
|
173
$15.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
77+ 1.35% |
$6.65K - $7.03K
|
5.77K
$530K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
77+ 2.34% |
$6.65K - $7.03K
|
3.37K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
63+ 2.82% |
$5.44K - $5.76K
|
2.3K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
60New |
$5.18K - $5.48K
|
60
$5.52K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
59+ 0.08% |
$5.1K - $5.39K
|
75.2K
$6.92M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
55New |
$4.75K - $5.02K
|
55
$5.06K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
51+ 0.32% |
$4.41K - $4.66K
|
15.9K
$1.46M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$3.28K - $3.47K
|
38
$3.5K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 0.69% |
$3.02K - $3.2K
|
5.12K
$470K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
29+ 0.26% |
$2.51K - $2.65K
|
11K
$1.01M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 0.98% |
$2.16K - $2.28K
|
2.59K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
13+ 0.2% |
$1.12K - $1.19K
|
6.55K
$602K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12+ 0.24% |
$1.04K - $1.1K
|
4.94K
$455K
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
12+ 0.25% |
$1.04K - $1.1K
|
4.89K
$450K
|
|
|
Apr 21, 2025
Q1 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
11+ 0.02% |
$950 - $1K
|
47.9K
$4.41M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10New |
$864 - $914
|
10
$920
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
9+ 0.19% |
$778 - $822
|
4.66K
$429K
|
|
|
May 12, 2025
Q1 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7+ 0.02% |
$605 - $639
|
33.3K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
4+ 0.06% |
$346 - $365
|
6.55K
$603K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.25% |
$259 - $274
|
1.19K
$110K
|
|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3+ 0.11% |
$259 - $274
|
2.69K
$247K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.05% |
$259 - $274
|
6.21K
$571K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.12% |
$259 - $274
|
2.48K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.65% |
$173 - $183
|
312
$28.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2+ 0.09% |
$173 - $183
|
2.3K
$211K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
2+ 0.04% |
$173 - $183
|
5.12K
$471K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$173 - $183
|
2
$184
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$86.4 - $91.4
|
1
$92
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
679KNew |
$59.5M - $63.9M
|
679K
$62.5M
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
59.3KNew |
$5.2M - $5.58M
|
59.3K
$5.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
46.4KNew |
$4.06M - $4.36M
|
46.4K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
21.2K+ 43.14% |
$1.86M - $2M
|
70.4K
$6.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
15.4KNew |
$1.35M - $1.45M
|
15.4K
$1.42M
|
|