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

Summit Investment Advisory Services, LLC

$194 Billion
Q4 2024

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 3,112 shares of FTCS stock, worth $279,364. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,112

Previous 2,914 6.79%

Holding current value

$279,364

Previous $265 Million 3.31%

% of portfolio

0.14%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

529

Shares Held

58.2M

Call Options Held

Put Options Held

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About FIRST TRUST CAPITAL STRENGTH E

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