Axxcess Wealth Management, LLC First Trust Capital Strength E Transaction History

Axxcess Wealth Management, LLC

$3.96 Billion
Q4 2024

A detailed history of Axxcess Wealth Management, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 14,084 shares of FTCS stock, worth $1.26 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

14,084

Previous 14,895 5.44%

Holding current value

$1.26 Million

Previous $1.35 Million 8.51%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$87.62 - $94.03 $71,059 - $76,258	-811 Reduced 5.44%	14,084 $1.24 Million
Q3 2024 Nov 04, 2024	SELL	$83.58 - $90.94 $151,196 - $164,510	-1,809 Reduced 10.83%	14,895 $1.35 Million
Q2 2024 Aug 09, 2024	SELL	$81.48 - $85.58 $87,753 - $92,169	-1,077 Reduced 6.06%	16,704 $1.4 Million
Q1 2024 May 14, 2024	BUY	$79.51 - $85.66 $53,907 - $58,077	678 Added 3.96%	17,781 $1.52 Million
Q4 2023 Feb 06, 2024	BUY	$71.38 - $80.32 $670,115 - $754,044	9,388 Added 121.69%	17,103 $1.37 Million
Q3 2023 Nov 14, 2023	BUY	$73.63 - $77.19 $568,055 - $595,520	7,715 New	7,715 $568,000

Others Institutions Holding FTCS

# of Institutions

544

Shares Held

66.5M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC First Trust Capital Strength E Transaction History