Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 5.26% |
$251K - $294K
|
67.2K
$5.95M
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3.67K- 7.52% |
$247K - $289K
|
45.2K
$4M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-796- 4.84% |
$53.6K - $62.7K
|
15.7K
$1.39M
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-598- 12.4% |
$40.2K - $47.1K
|
4.22K
$374K
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-364- 99.73% |
$24.5K - $28.7K
|
1
$88.6
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-350- 7.66% |
$23.5K - $27.6K
|
4.22K
$374K
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 5.64% |
$13.5K - $15.8K
|
3.35K
$297K
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-135- 3.62% |
$9.08K - $10.6K
|
3.6K
$319K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 26.02% |
$9.02K - $10.6K
|
381
$33.8K
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-123- 0.58% |
$8.28K - $9.69K
|
21.2K
$1.88M
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-70- 1.37% |
$4.71K - $5.51K
|
5.06K
$448K
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 40.54% |
$49.8K - $57.4K
|
1.1K
$97.5K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-246Closed |
$16.3K - $18.8K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-30.7KClosed |
$2.06M - $2.43M
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-28.3K- 50.94% |
$1.9M - $2.24M
|
27.3K
$2.42M
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12KClosed |
$806K - $948K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.28KClosed |
$220K - $259K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$206K - $242K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.99KClosed |
$201K - $236K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.67KClosed |
$179K - $211K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.58K- 35.78% |
$173K - $204K
|
4.63K
$410K
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.27K- 87.12% |
$85.5K - $100K
|
188
$16.7K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.22KClosed |
$82K - $96.3K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$79.7K - $93.7K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 10.47% |
$67.2K - $79K
|
8.55K
$758K
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-931Closed |
$62.6K - $73.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-517Closed |
$34.7K - $40.8K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-495Closed |
$33.3K - $39.1K
|
0
$0
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-450Closed |
$30.2K - $35.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-363Closed |
$24.4K - $28.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-207- 4.83% |
$13.9K - $16.3K
|
4.08K
$362K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-195Closed |
$13.1K - $15.4K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-183- 3.27% |
$12.3K - $14.5K
|
5.41K
$479K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-112- 28.94% |
$7.53K - $8.84K
|
275
$24.4K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-100- 23.2% |
$6.72K - $7.9K
|
331
$29.3K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1- 3.03% |
$67.2 - $79
|
32
$2.84K
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-69.9KClosed |
$5.14M - $5.86M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19.7KClosed |
$1.45M - $1.65M
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.04KClosed |
$371K - $422K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-3.42KClosed |
$252K - $287K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.61KClosed |
$118K - $135K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.52KClosed |
$112K - $127K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.12KClosed |
$82.1K - $93.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-500Closed |
$36.8K - $41.9K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-259Closed |
$19K - $21.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-257Closed |
$18.9K - $21.5K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46Closed |
$3.38K - $3.85K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-45Closed |
$3.31K - $3.77K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-104KClosed |
$7.8M - $8.84M
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-29.8KClosed |
$2.23M - $2.52M
|
0
$0
|