Investment Planning Advisors, Inc. First Trust Capital Strength E Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 10,417 shares of FTCS stock, worth $936,800. This represents 0.46% of its overall portfolio holdings.

Number of Shares
10,417
Previous 8,186 27.25%
Holding current value
$936,800
Previous $743,000 23.15%
% of portfolio
0.46%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$87.62 - $94.03 $195,480 - $209,780
2,231 Added 27.25%
10,417 $915,000
Q2 2024

Jul 22, 2024
BUY
$81.48 - $85.58 $666,995 - $700,557
8,186 New
8,186 $688 Million

Others Institutions Holding FTCS

# of Institutions
525
Shares Held
58.3M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST CAPITAL STRENGTH E

FTCS Quotes by TradingView
  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
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