Panoramic Investment Advisors, LLC First Trust Capital Strength E Transaction History

Panoramic Investment Advisors, LLC

$154 Billion
Q4 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 7,200 shares of FTCS stock, worth $646,344. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,200

Previous 8,095 11.06%

Holding current value

$646,344

Previous $735 Million 13.98%

% of portfolio

0.41%

Previous 0.51%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$87.62 - $94.03 $78,419 - $84,156	-895 Reduced 11.06%	7,200 $632 Million
Q3 2024 Oct 31, 2024	SELL	$83.58 - $90.94 $21,062 - $22,916	-252 Reduced 3.02%	8,095 $735 Million
Q1 2024 Apr 18, 2024	SELL	$79.51 - $85.66 $34,666 - $37,347	-436 Reduced 4.96%	8,347 $715 Million
Q4 2023 Jan 23, 2024	SELL	$71.38 - $80.32 $193,511 - $217,747	-2,711 Reduced 23.59%	8,783 $703 Million
Q3 2023 Nov 15, 2023	SELL	$73.63 - $77.19 $438,687 - $459,898	-5,958 Reduced 34.14%	11,494 $846 Million
Q4 2022 Mar 01, 2023	BUY	$67.28 - $78.75 $1.17 Million - $1.37 Million	17,452 New	17,452 $1.31 Billion

Others Institutions Holding FTCS

# of Institutions

529

Shares Held

58.2M

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 Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Account

Panoramic Investment Advisors, LLC First Trust Capital Strength E Transaction History