A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 46,984 shares of FTCS stock, worth $4.31 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
46,984
Previous 46,415 1.23%
Holding current value
$4.31 Million
Previous $4.22 Billion 4.29%
% of portfolio
4.07%
Previous 4.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025

BUY
$89.72 - $93.74 $51,050 - $53,338
569 Added 1.23%
46,984 $4.4 Billion
Q2 2025

Aug 14, 2025

BUY
$81.6 - $92.39 $89,352 - $101,167
1,095 Added 2.42%
46,415 $4.22 Billion
Q1 2025

May 15, 2025

BUY
$86.39 - $91.35 $1.18 Million - $1.25 Million
13,669 Added 43.19%
45,320 $4.06 Billion
Q4 2024

Feb 13, 2025

BUY
$87.62 - $94.03 $2.77 Million - $2.98 Million
31,651 New
31,651 $2.78 Billion

Others Institutions Holding FTCS

About FIRST TRUST CAPITAL STRENGTH E


  • Ticker FTCS
  • Sector ETFs
  • Industry ETFs
More about FTCS
Track This Portfolio

Track Stonehaven Wealth & Tax Solutions, LLC Portfolio

Follow Stonehaven Wealth & Tax Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stonehaven Wealth & Tax Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonehaven Wealth & Tax Solutions, LLC with notifications on news.