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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
52New |
$4.49K - $4.75K
|
52
$4.53K
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.96K- 5.81% |
$256K - $271K
|
48K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.9K- 22.36% |
$1.2M - $1.27M
|
48.1K
$4.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
3+ 0.12% |
$259 - $274
|
2.48K
$216K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.26K+ 15.01% |
$627K - $663K
|
55.6K
$4.85M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-797- 15.5% |
$68.9K - $72.8K
|
4.35K
$379K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
629New |
$54.3K - $57.5K
|
629
$54.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
77+ 1.35% |
$6.65K - $7.03K
|
5.77K
$503K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-286- 0.09% |
$24.7K - $26.1K
|
302K
$26.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
1.53K+ 25.03% |
$132K - $140K
|
7.63K
$665K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-183- 17.12% |
$15.8K - $16.7K
|
886
$77.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.08K+ 23.63% |
$179K - $190K
|
10.9K
$946K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8KNew |
$1.19M - $1.26M
|
13.8K
$1.21M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.09K- 30.34% |
$94.1K - $99.5K
|
2.5K
$218K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-424- 0.46% |
$36.6K - $38.7K
|
91.3K
$7.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.22K- 2.17% |
$106K - $112K
|
55.1K
$4.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
807+ 8.51% |
$69.7K - $73.7K
|
10.3K
$896K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.78K- 15.4% |
$240K - $254K
|
15.3K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.6K+ 3.02% |
$225K - $238K
|
88.7K
$7.73M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-39- 0.53% |
$3.37K - $3.56K
|
7.38K
$643K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.98K- 6.37% |
$257K - $272K
|
43.8K
$3.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-335- 1.04% |
$28.9K - $30.6K
|
31.9K
$2.78M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
595+ 0.69% |
$51.4K - $54.4K
|
87.3K
$7.61M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.07K- 8.94% |
$179K - $189K
|
21.1K
$1.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
13+ 0.12% |
$1.12K - $1.19K
|
10.9K
$947K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.43K- 6.97% |
$469K - $496K
|
72.5K
$6.32M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-484- 50.42% |
$41.8K - $44.2K
|
476
$41.5K
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.31K- 9.48% |
$200K - $211K
|
22.1K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.12K- 33.45% |
$183K - $194K
|
4.22K
$368K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
594+ 5.75% |
$51.3K - $54.3K
|
10.9K
$952K
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-843- 5.22% |
$72.8K - $77K
|
15.3K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.81K- 8.72% |
$156K - $165K
|
18.9K
$1.65M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5.95K- 43.17% |
$514K - $543K
|
7.83K
$682K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 24.16% |
$201K - $213K
|
12K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 0.59% |
$15.8K - $16.7K
|
30.9K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.03K- 37.59% |
$262K - $277K
|
5.03K
$438K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
190+ 1.88% |
$16.4K - $17.4K
|
10.3K
$897K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-858K- 98.88% |
$74.1M - $78.4M
|
9.68K
$843K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-128- 1.21% |
$11.1K - $11.7K
|
10.5K
$914K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
77+ 2.34% |
$6.65K - $7.03K
|
3.37K
$294K
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.36K+ 6.52% |
$117K - $124K
|
22.2K
$1.93M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-441- 8.0% |
$38.1K - $40.3K
|
5.07K
$442K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-141- 4.53% |
$12.2K - $12.9K
|
2.97K
$259K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.88K+ 3.83% |
$162K - $172K
|
50.9K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.06K+ 16.38% |
$178K - $188K
|
14.6K
$1.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-20.1K- 52.23% |
$1.74M - $1.84M
|
18.4K
$1.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-821- 1.34% |
$70.9K - $75K
|
60.4K
$5.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
754+ 32.65% |
$65.1K - $68.9K
|
3.06K
$267K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-115- 0.44% |
$9.93K - $10.5K
|
26.3K
$2.29M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.24% |
$950 - $1K
|
4.51K
$393K
|