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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
467+ 1.41% |
$39K - $42.5K
|
33.5K
$2.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
444+ 2.58% |
$37.1K - $40.4K
|
17.6K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
444+ 13.45% |
$37.1K - $40.4K
|
3.75K
$330K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
411+ 1.15% |
$34.4K - $37.4K
|
36.2K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
404+ 16.42% |
$33.8K - $36.7K
|
2.86K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
389+ 1.13% |
$32.5K - $35.4K
|
34.9K
$3.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
371+ 4.45% |
$31K - $33.7K
|
8.7K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
369+ 2.69% |
$30.8K - $33.6K
|
14.1K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
336+ 2.98% |
$28.1K - $30.6K
|
11.6K
$1.03M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
334+ 39.11% |
$27.9K - $30.4K
|
1.19K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
329+ 0.73% |
$27.5K - $29.9K
|
45.6K
$4.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
320New |
$26.7K - $29.1K
|
320
$28.2K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
312+ 5.77% |
$26.1K - $28.4K
|
5.72K
$504K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
290+ 8.79% |
$24.2K - $26.4K
|
3.59K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
279New |
$23.3K - $25.4K
|
279
$24.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
263+ 1.14% |
$22K - $23.9K
|
23.4K
$2.06M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
254+ 0.69% |
$21.2K - $23.1K
|
37.1K
$3.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
253+ 0.09% |
$21.1K - $23K
|
278K
$24.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
238+ 0.51% |
$19.9K - $21.6K
|
46.8K
$4.12M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
191New |
$16K - $17.4K
|
191
$16.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 7.73% |
$13.3K - $14.5K
|
2.22K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
157+ 0.85% |
$13.1K - $14.3K
|
18.6K
$1.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.67% |
$13K - $14.1K
|
9.43K
$831K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$12.5K - $13.6K
|
150
$13.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 0.87% |
$12.5K - $13.6K
|
17.3K
$1.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
129+ 2.42% |
$10.8K - $11.7K
|
5.45K
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
115+ 2.67% |
$9.61K - $10.5K
|
4.42K
$390K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 0.43% |
$9.19K - $10K
|
25.8K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
100+ 3.4% |
$8.36K - $9.09K
|
3.04K
$268K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
85+ 3.17% |
$7.1K - $7.73K
|
2.76K
$244K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
75+ 3.03% |
$6.27K - $6.82K
|
2.55K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
67+ 1.75% |
$5.6K - $6.09K
|
3.89K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66+ 0.12% |
$5.52K - $6K
|
53.3K
$4.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
64+ 1.89% |
$5.35K - $5.82K
|
3.46K
$305K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
63+ 0.52% |
$5.27K - $5.73K
|
12.3K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
62+ 0.69% |
$5.18K - $5.64K
|
9.1K
$802K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37+ 90.24% |
$3.09K - $3.36K
|
78
$6.88K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
28+ 0.25% |
$2.34K - $2.55K
|
11.1K
$980K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
17+ 0.17% |
$1.42K - $1.55K
|
10.2K
$896K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
16+ 4.97% |
$1.34K - $1.46K
|
338
$29.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13+ 0.15% |
$1.09K - $1.18K
|
8.89K
$783K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.27% |
$1.09K - $1.18K
|
4.86K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.16% |
$669 - $728
|
4.97K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
6+ 3.17% |
$501 - $546
|
195
$17.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.11% |
$418 - $455
|
4.45K
$392K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
4+ 0.14% |
$334 - $364
|
2.82K
$249K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.25% |
$251 - $273
|
1.19K
$104K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3+ 0.11% |
$251 - $273
|
2.65K
$233K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.08% |
$251 - $273
|
3.78K
$334K
|
|
|
Oct 10, 2024
Q3 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
3+ 1.02% |
$251 - $273
|
298
$26.3K
|