Holistic Financial Partners First Trust Capital Strength E Transaction History
Holistic Financial Partners
- $197 Million
- Q4 2024
A detailed history of Holistic Financial Partners transactions in First Trust Capital Strength E stock. As of the latest transaction made, Holistic Financial Partners holds 105,759 shares of FTCS stock, worth $9.49 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
105,759
Previous 102,165
3.52%
Holding current value
$9.49 Million
Previous $9.28 Million
0.16%
% of portfolio
4.71%
Previous 4.52%
Shares
4 transactions
Others Institutions Holding FTCS
# of Institutions
546Shares Held
66.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC7.54MShares$677 Million0.28% of portfolio
-
Morgan Stanley New York, NY6.41MShares$575 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL5.63MShares$505 Million0.19% of portfolio
-
Wells Fargo & Company San Francisco, CA3.54MShares$318 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL3.29MShares$295 Million0.41% of portfolio