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 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$4.24K - $4.96K
|
63
$5.55K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.38% |
$1.48K - $1.73K
|
5.79K
$511K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15+ 0.26% |
$1.01K - $1.18K
|
5.7K
$502K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.2K+ 4.69% |
$942K - $1.08M
|
316K
$27.9M
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.16KNew |
$409K - $471K
|
6.16K
$543K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.99KNew |
$398K - $459K
|
5.99K
$528K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$256K - $294K
|
3.85K
$339K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.65KNew |
$109K - $126K
|
1.65K
$145K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1KNew |
$66.4K - $76.5K
|
1K
$88.2K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
685New |
$45.5K - $52.4K
|
685
$60.4K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
405+ 5.55% |
$26.9K - $31K
|
7.7K
$679K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
58New |
$3.85K - $4.44K
|
58
$5.11K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.8KNew |
$591K - $695K
|
8.8K
$775K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$258K - $304K
|
3.85K
$339K
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.39K+ 98.03% |
$228K - $268K
|
6.85K
$604K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
613New |
$41.2K - $48.4K
|
613
$54K
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
364+ 8.52% |
$24.5K - $28.7K
|
4.64K
$409K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155New |
$10.4K - $12.2K
|
155
$13.7K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
19New |
$1.28K - $1.5K
|
19
$1.68K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
7New |
$470 - $553
|
7
$617
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$935K - $1.07M
|
12.7K
$1.12M
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
5.54KNew |
$408K - $465K
|
5.54K
$489K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
500+ 166.67% |
$36.8K - $41.9K
|
800
$70.5K
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
359New |
$26.4K - $30.1K
|
359
$31.6K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
300New |
$22.1K - $25.1K
|
300
$26.4K
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
29New |
$2.13K - $2.43K
|
29
$2.56K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4+ 0.02% |
$294 - $335
|
23.9K
$2.11M
|
|
Q4 2021 | |||||||
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
1.33KNew |
$99.1K - $112K
|
1.33K
$117K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
141New |
$10.5K - $11.9K
|
141
$12.4K
|
|
Q3 2021 | |||||||
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$167K - $178K
|
2.23K
$197K
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
408New |
$26.8K - $29.1K
|
408
$36K
|
|
Q4 2020 | |||||||
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
183KNew |
$11.1M - $12.3M
|
183K
$16.1M
|
|
Feb 16, 2021
Q4 2020
|
Hoese & CO LLP
|
BUY
|
- |
1.29KNew |
$78.5K - $87K
|
1.29K
$113K
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
568New |
$34.6K - $38.4K
|
568
$50.1K
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$6.1K - $6.76K
|
100
$8.82K
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
62New |
$3.78K - $4.19K
|
62
$5.47K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
21.5KNew |
$1.26M - $1.42M
|
21.5K
$1.89M
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7.26KNew |
$426K - $482K
|
7.26K
$640K
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
138New |
$8.11K - $9.16K
|
138
$12.2K
|
|
Q2 2020 | |||||||
Aug 18, 2020
Q2 2020
|
Wfa Of San Diego, LLC
|
BUY
|
- |
14.9KNew |
$713K - $893K
|
14.9K
$1.32M
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.21K+ 5.36% |
$153K - $192K
|
63.1K
$5.56M
|
|
Q1 2020 | |||||||
Apr 16, 2020
Q1 2020
|
Ballast Advisors LLC
|
BUY
|
- |
1.61KNew |
$69.4K - $102K
|
1.61K
$142K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
52.3KNew |
$2.66M - $2.92M
|
52.3K
$4.61M
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$844K - $924K
|
16.6K
$1.46M
|
|
Nov 14, 2018
Q3 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
CALL |
2.04KNew |
$104K - $114K
|
2.04K
$180K
|
|
Q4 2017 | |||||||
Feb 06, 2018
Q4 2017
|
Glassman Wealth Services
|
BUY
|
- |
1KNew |
$47.6K - $51.3K
|
1K
$88.2K
|
|
Q3 2017 | |||||||
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$47.1 - $47.4
|
1
$88.2
|