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 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
89.2KNew |
$6.35M - $6.69M
|
89.2K
$8.2M
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
56.4KNew |
$4.02M - $4.24M
|
56.4K
$5.19M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
11.2KNew |
$795K - $838K
|
11.2K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9KNew |
$641K - $676K
|
9K
$828K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
8.18K+ 14.6% |
$583K - $614K
|
64.2K
$5.91M
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
4.55K+ 2.68% |
$324K - $342K
|
174K
$16M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.1KNew |
$150K - $158K
|
2.1K
$193K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
835+ 8.32% |
$59.5K - $62.7K
|
10.9K
$1M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
625+ 21.79% |
$44.5K - $46.9K
|
3.49K
$321K
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
508New |
$36.2K - $38.1K
|
508
$46.7K
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
328+ 360.44% |
$23.4K - $24.6K
|
419
$38.5K
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200New |
$14.2K - $15K
|
200
$18.4K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
116+ 54.46% |
$8.26K - $8.71K
|
329
$30.3K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
93New |
$6.62K - $6.98K
|
93
$8.55K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
93New |
$6.62K - $6.98K
|
93
$8.55K
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
79New |
$5.63K - $5.93K
|
79
$7.27K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$2.85K - $3K
|
40
$3.68K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.85% |
$71.2 - $75.1
|
119
$10.9K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
56.1KNew |
$3.95M - $4.3M
|
56.1K
$5.16M
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.74KNew |
$334K - $364K
|
4.74K
$436K
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.7KNew |
$261K - $284K
|
3.7K
$340K
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.51KNew |
$107K - $116K
|
1.51K
$139K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 3.75% |
$84.9K - $92.4K
|
33.4K
$3.07M
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
233New |
$16.4K - $17.9K
|
233
$21.4K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
165New |
$11.6K - $12.7K
|
165
$15.2K
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$7.05K - $7.67K
|
100
$9.2K
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
72New |
$5.07K - $5.52K
|
72
$6.62K
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.12% |
$423 - $460
|
5.03K
$462K
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
18.2KNew |
$1.22M - $1.43M
|
18.2K
$1.67M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.73KNew |
$251K - $294K
|
3.73K
$343K
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
2.91KNew |
$196K - $229K
|
2.91K
$268K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.32K+ 31.74% |
$88.5K - $104K
|
5.46K
$502K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
529New |
$35.6K - $41.7K
|
529
$48.7K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$10.1K - $11.8K
|
150
$13.8K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$4.24K - $4.96K
|
63
$5.79K
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.38% |
$1.48K - $1.73K
|
5.79K
$533K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15+ 0.26% |
$1.01K - $1.18K
|
5.7K
$524K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
14.2K+ 4.69% |
$942K - $1.08M
|
316K
$29.1M
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.16KNew |
$409K - $471K
|
6.16K
$566K
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.99KNew |
$398K - $459K
|
5.99K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$256K - $294K
|
3.85K
$354K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.65KNew |
$109K - $126K
|
1.65K
$152K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1KNew |
$66.4K - $76.5K
|
1K
$92K
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
685New |
$45.5K - $52.4K
|
685
$63K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
405+ 5.55% |
$26.9K - $31K
|
7.7K
$708K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
58New |
$3.85K - $4.44K
|
58
$5.33K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.8KNew |
$591K - $695K
|
8.8K
$809K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$258K - $304K
|
3.85K
$354K
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.39K+ 98.03% |
$228K - $268K
|
6.85K
$630K
|