Moneywise, Inc. First Trust Capital Strength E Transaction History

Moneywise, Inc.

$186 Million
Q4 2024

A detailed history of Moneywise, Inc. transactions in First Trust Capital Strength E stock. As of the latest transaction made, Moneywise, Inc. holds 13,197 shares of FTCS stock, worth $1.18 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

13,197

Previous 21,214 37.79%

Holding current value

$1.18 Million

Previous $1.93 Million 39.82%

% of portfolio

0.62%

Previous 1.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$87.62 - $94.03 $702,449 - $753,838	-8,017 Reduced 37.79%	13,197 $1.16 Million
Q3 2024 Oct 21, 2024	SELL	$83.58 - $90.94 $732,077 - $796,543	-8,759 Reduced 29.22%	21,214 $1.93 Million
Q2 2024 Jul 17, 2024	SELL	$81.48 - $85.58 $492,628 - $517,416	-6,046 Reduced 16.79%	29,973 $2.52 Million
Q1 2024 Apr 22, 2024	SELL	$79.51 - $85.66 $955,789 - $1.03 Million	-12,021 Reduced 25.02%	36,019 $3.09 Million
Q4 2023 Jan 29, 2024	SELL	$71.38 - $80.32 $494,092 - $555,975	-6,922 Reduced 12.59%	48,040 $3.85 Million
Q3 2023 Oct 23, 2023	SELL	$73.63 - $77.19 $173,840 - $182,245	-2,361 Reduced 4.12%	54,962 $4.05 Million
Q2 2023 Jul 24, 2023	SELL	$71.23 - $75.08 $172,234 - $181,543	-2,418 Reduced 4.05%	57,323 $4.3 Million
Q1 2023 Apr 21, 2023	BUY	$70.47 - $76.69 $162,785 - $177,153	2,310 Added 4.02%	59,741 $4.36 Million
Q4 2022 Jan 30, 2023	BUY	$67.28 - $78.75 $62,234 - $72,843	925 Added 1.64%	57,431 $4.3 Million
Q3 2022 Nov 03, 2022	SELL	$66.42 - $76.5 $61,571 - $70,915	-927 Reduced 1.61%	56,506 $3.75 Million
Q2 2022 Aug 02, 2022	SELL	$67.19 - $78.97 $200,696 - $235,883	-2,987 Reduced 4.94%	57,433 $4.02 Million
Q1 2022 Apr 20, 2022	SELL	$73.54 - $83.8 $76,334 - $86,984	-1,038 Reduced 1.69%	60,420 $4.73 Million
Q4 2021 Jan 12, 2022	SELL	$74.77 - $84.75 $504,847 - $572,232	-6,752 Reduced 9.9%	61,458 $5.2 Million
Q3 2021 Oct 12, 2021	BUY	$74.82 - $79.92 $191,763 - $204,834	2,563 Added 3.9%	68,210 $5.1 Million
Q2 2021 Jul 22, 2021	BUY	$71.15 - $76.1 $45,536 - $48,704	640 Added 0.98%	65,647 $4.96 Million
Q1 2021 Apr 14, 2021	BUY	$65.61 - $71.26 $160,416 - $174,230	2,445 Added 3.91%	65,007 $4.6 Million
Q4 2020 Jan 15, 2021	BUY	$60.98 - $67.58 $1.21 Million - $1.34 Million	19,776 Added 46.22%	62,562 $4.22 Million
Q3 2020 Oct 13, 2020	BUY	$58.76 - $66.41 $559,277 - $632,090	9,518 Added 28.61%	42,786 $2.71 Million
Q2 2020 Jul 10, 2020	BUY	$47.78 - $59.86 $860,278 - $1.08 Million	18,005 Added 117.97%	33,268 $1.94 Million
Q1 2020 Apr 13, 2020	BUY	$43.11 - $63.33 $657,987 - $966,605	15,263 New	15,263 $759,000

Others Institutions Holding FTCS

# of Institutions

555

Shares Held

66.7M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST CAPITAL STRENGTH E

Ticker FTCS
Sector ETFs
Industry ETFs

More about FTCS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Moneywise, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Moneywise, Inc. with notifications on news.

Account