Summit Investment Advisory Services, LLC First Trust Capital Strength E Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in First Trust Capital Strength E stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,939 shares of FTCS stock, worth $269,506. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,939
Previous 2,971 1.08%
Holding current value
$269,506
Previous $270 Million 1.92%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Nov 07, 2025
SELL
$89.72 - $93.74 $2,871 - $2,999
-32 Reduced 1.08%
2,939 $275 Million
Q3 2025

Nov 03, 2025
BUY
$89.72 - $93.74 $266,558 - $278,501
2,971 New
2,971 $270 Million
Q1 2025

Apr 11, 2025
SELL
$86.39 - $91.35 $12,180 - $12,880
-141 Reduced 4.53%
2,971 $266 Million
Q4 2024

Jan 21, 2025
BUY
$87.62 - $94.03 $17,348 - $18,617
198 Added 6.79%
3,112 $273 Million
Q3 2024

Oct 16, 2024
BUY
$83.58 - $90.94 $243,552 - $264,999
2,914 New
2,914 $265 Million
Q1 2024

Apr 18, 2024
BUY
$79.51 - $85.66 $159 - $171
2 Added 0.07%
3,046 $261 Million
Q4 2023

Jan 18, 2024
BUY
$71.38 - $80.32 $214 - $240
3 Added 0.1%
3,044 $244 Million
Q3 2023

Oct 10, 2023
BUY
$73.63 - $77.19 $73 - $77
1 Added 0.03%
3,041 $224 Million
Q2 2023

Jul 26, 2023
BUY
$71.23 - $75.08 $19,588 - $20,647
275 Added 9.95%
3,040 $228 Million
Q1 2023

Apr 17, 2023
BUY
$70.47 - $76.69 $194,849 - $212,047
2,765 New
2,765 $202 Million

Others Institutions Holding FTCS

# of Institutions
576
Shares Held
62M
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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