Latest Institutional Transactions on First Trust Capital Strength E (FTCS)
This table provides information on the latest institutional transactions involving First Trust Capital Strength E (FTCS) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
217K+ 141.25% |
$19M - $20.4M
|
370K
$33.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.13KNew |
$98.6K - $106K
|
1.13K
$101K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
940+ 162.91% |
$82.4K - $88.4K
|
1.52K
$136K
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
55.2KNew |
$4.83M - $5.19M
|
55.2K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.59K+ 14.84% |
$577K - $619K
|
51K
$4.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.44KNew |
$565K - $606K
|
6.44K
$578K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.42KNew |
$388K - $416K
|
4.42K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
49+ 0.11% |
$4.29K - $4.61K
|
46.5K
$4.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 126.02% |
$14.9M - $16M
|
304K
$27.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.82K+ 102.23% |
$510K - $547K
|
11.5K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
557+ 14.32% |
$48.8K - $52.4K
|
4.45K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.24KNew |
$372K - $399K
|
4.24K
$380K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.07K- 6.06% |
$93.7K - $101K
|
16.6K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-117- 3.57% |
$10.3K - $11K
|
3.16K
$283K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.45KNew |
$214K - $230K
|
2.45K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 2.29% |
$14.8M - $15.9M
|
7.54M
$676M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.2% |
$263 - $282
|
1.53K
$137K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.1K+ 20.58% |
$7.54M - $8.1M
|
504K
$45.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
276+ 6.85% |
$24.2K - $26K
|
4.31K
$386K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.3K- 1.25% |
$1.69M - $1.81M
|
1.52M
$136M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
925+ 38.43% |
$81K - $87K
|
3.33K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-566- 0.27% |
$49.6K - $53.2K
|
209K
$18.7M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.02K- 3.31% |
$88.9K - $95.4K
|
29.7K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-108- 1.19% |
$9.46K - $10.2K
|
8.94K
$802K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11+ 0.33% |
$964 - $1.03K
|
3.33K
$298K
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.45K+ 16.65% |
$127K - $136K
|
10.1K
$910K
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
551KNew |
$48.3M - $51.8M
|
551K
$49.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.05K+ 11.29% |
$180K - $193K
|
20.2K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-811- 5.44% |
$71.1K - $76.3K
|
14.1K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 6.19% |
$174K - $186K
|
30K
$2.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.71KNew |
$237K - $254K
|
2.71K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
61.7KNew |
$5.4M - $5.8M
|
61.7K
$5.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.6K- 7.08% |
$491K - $527K
|
73.5K
$6.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.22K- 0.36% |
$195K - $209K
|
620K
$55.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-72- 1.46% |
$6.31K - $6.77K
|
4.87K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.31K+ 4.91% |
$553K - $593K
|
135K
$12.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
245K+ 5063.77% |
$21.5M - $23.1M
|
250K
$22.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7.23K+ 5.61% |
$633K - $680K
|
136K
$12.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8KNew |
$508K - $545K
|
5.8K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.1% |
$263 - $282
|
2.87K
$258K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 24.39% |
$87.6K - $94K
|
3.1K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
43.5KNew |
$3.82M - $4.09M
|
43.5K
$3.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
861+ 11.96% |
$75.4K - $81K
|
8.06K
$723K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79.1K- 6.16% |
$6.93M - $7.44M
|
1.2M
$108M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
931+ 19.32% |
$81.6K - $87.5K
|
5.75K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 1.09% |
$4.82K - $5.17K
|
5.08K
$455K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
298+ 4.77% |
$26.1K - $28K
|
6.55K
$587K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.2KNew |
$1.07M - $1.15M
|
12.2K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
233+ 0.48% |
$20.4K - $21.9K
|
48.4K
$4.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203+ 2.15% |
$17.8K - $19.1K
|
9.63K
$864K
|