Kingswood Wealth Advisors, LLC First Trust Capital Strength E Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 94,420 shares of FTCS stock, worth $8.52 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

94,420

Previous 68,966 36.91%

Holding current value

$8.52 Million

Previous $6.25 Billion 32.59%

% of portfolio

0.62%

Previous 0.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$87.62 - $94.03 $2.23 Million - $2.39 Million	25,454 Added 36.91%	94,420 $8.29 Billion
Q3 2024 Oct 21, 2024	BUY	$83.58 - $90.94 $2.18 Million - $2.37 Million	26,100 Added 60.89%	68,966 $6.25 Billion
Q2 2024 Jul 09, 2024	BUY	$81.48 - $85.58 $9,940 - $10,440	122 Added 0.29%	42,866 $3.6 Billion
Q1 2024 Apr 15, 2024	BUY	$79.51 - $85.66 $138,347 - $149,048	1,740 Added 4.24%	42,744 $3.66 Billion
Q4 2023 Jan 16, 2024	BUY	$71.38 - $80.32 $2.41 Million - $2.71 Million	33,754 Added 465.57%	41,004 $3.28 Billion
Q3 2023 Oct 23, 2023	SELL	$73.63 - $77.19 $2.66 Million - $2.79 Million	-36,158 Reduced 83.3%	7,250 $534 Million
Q2 2023 Aug 09, 2023	BUY	$71.23 - $75.08 $3.09 Million - $3.26 Million	43,408 New	43,408 $3.26 Billion

Others Institutions Holding FTCS

# of Institutions

562

Shares Held

66.8M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
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Kingswood Wealth Advisors, LLC First Trust Capital Strength E Transaction History