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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40.7KNew |
$3.52M - $3.72M
|
40.7K
$3.73M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.5K- 40.04% |
$130K - $137K
|
2.25K
$206K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
60New |
$5.18K - $5.48K
|
60
$5.5K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.49KNew |
$215K - $228K
|
2.49K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
420New |
$36.3K - $38.4K
|
420
$38.5K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.05K- 40.64% |
$177K - $187K
|
2.99K
$275K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.16K- 58.22% |
$446K - $472K
|
3.71K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.11KNew |
$442K - $467K
|
5.11K
$469K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.73K+ 51.39% |
$150K - $158K
|
5.11K
$468K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
10New |
$864 - $914
|
10
$917
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
196+ 19600.0% |
$16.9K - $17.9K
|
197
$18.1K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
157New |
$13.6K - $14.3K
|
157
$14.4K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.39KNew |
$465K - $492K
|
5.39K
$494K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-355- 6.15% |
$30.7K - $32.4K
|
5.42K
$497K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-149- 5.91% |
$12.9K - $13.6K
|
2.37K
$218K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
101KNew |
$8.69M - $9.19M
|
101K
$9.23M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.2KNew |
$449K - $475K
|
5.2K
$477K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
254+ 145.14% |
$21.9K - $23.2K
|
429
$39.3K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1New |
$86.4 - $91.4
|
1
$91.7
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-25- 0.33% |
$2.16K - $2.28K
|
7.56K
$694K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.14K- 80.74% |
$185K - $195K
|
510
$46.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 8.21% |
$45.2K - $47.8K
|
6.9K
$632K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.04KNew |
$608K - $643K
|
7.04K
$646K
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$11.7K - $12.3K
|
135
$12.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5.2K- 32.19% |
$449K - $475K
|
11K
$1M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-754- 22.95% |
$65.1K - $68.9K
|
2.53K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Mendel Capital Management LLC
|
BUY
|
- |
2+ 0.09% |
$173 - $183
|
2.3K
$211K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-129- 2.01% |
$11.1K - $11.8K
|
6.29K
$577K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-749- 22.95% |
$64.7K - $68.4K
|
2.51K
$231K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
247+ 8.76% |
$21.3K - $22.6K
|
3.07K
$281K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-166- 1.92% |
$14.3K - $15.2K
|
8.49K
$779K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-20- 2.44% |
$1.73K - $1.83K
|
800
$73.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
320New |
$27.6K - $29.2K
|
320
$29.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
629New |
$54.3K - $57.5K
|
629
$57.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8KNew |
$1.19M - $1.26M
|
13.8K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
594+ 5.75% |
$51.3K - $54.3K
|
10.9K
$1M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.88K+ 3.83% |
$162K - $172K
|
50.9K
$4.67M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
55New |
$4.75K - $5.02K
|
55
$5.04K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.24KNew |
$193K - $204K
|
2.24K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
38New |
$3.28K - $3.47K
|
38
$3.48K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
2New |
$173 - $183
|
2
$183
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 56.84% |
$360K - $380K
|
3.16K
$290K
|
|
| Q4 2024 | |||||||
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management LLP
London, |
BUY
|
- |
400New |
$35K - $37.6K
|
400
$36.7K
|
|
|
Dec 11, 2025
Q4 2024
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
BUY
|
- |
206KNew |
$18.1M - $19.4M
|
206K
$18.9M
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
342New |
$30K - $32.2K
|
342
$31.4K
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-261- 8.89% |
$22.9K - $24.5K
|
2.68K
$245K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
48New |
$4.21K - $4.51K
|
48
$4.4K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$1.93K - $2.07K
|
22
$2.02K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.36KNew |
$732K - $786K
|
8.36K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
985New |
$86.3K - $92.6K
|
985
$90.3K
|
|