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 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.3K- 1.25% |
$1.69M - $1.81M
|
1.52M
$132M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
925+ 38.43% |
$81K - $87K
|
3.33K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-566- 0.27% |
$49.6K - $53.2K
|
209K
$18.1M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.02K- 3.31% |
$88.9K - $95.4K
|
29.7K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-108- 1.19% |
$9.46K - $10.2K
|
8.94K
$774K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.2% |
$263 - $282
|
1.53K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11+ 0.33% |
$964 - $1.03K
|
3.33K
$288K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-811- 5.44% |
$71.1K - $76.3K
|
14.1K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 6.19% |
$174K - $186K
|
30K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.71KNew |
$237K - $254K
|
2.71K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
61.7KNew |
$5.4M - $5.8M
|
61.7K
$5.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.05K+ 11.29% |
$180K - $193K
|
20.2K
$1.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.6K- 7.08% |
$491K - $527K
|
73.5K
$6.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.22K- 0.36% |
$195K - $209K
|
620K
$53.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-72- 1.46% |
$6.31K - $6.77K
|
4.87K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
551KNew |
$48.3M - $51.8M
|
551K
$47.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.45K+ 16.65% |
$127K - $136K
|
10.1K
$878K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3+ 0.1% |
$263 - $282
|
2.87K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
233+ 0.48% |
$20.4K - $21.9K
|
48.4K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
43.5KNew |
$3.82M - $4.09M
|
43.5K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79.1K- 6.16% |
$6.93M - $7.44M
|
1.2M
$104M
|
|
|
Feb 07, 2025
Q4 2024
|
Strategic Equity Management
|
BUY
|
- |
931+ 19.32% |
$81.6K - $87.5K
|
5.75K
$498K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 24.39% |
$87.6K - $94K
|
3.1K
$268K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 1.09% |
$4.82K - $5.17K
|
5.08K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.31K+ 4.91% |
$553K - $593K
|
135K
$11.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8KNew |
$508K - $545K
|
5.8K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
245K+ 5063.77% |
$21.5M - $23.1M
|
250K
$21.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
298+ 4.77% |
$26.1K - $28K
|
6.55K
$567K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
72+ 0.24% |
$6.31K - $6.77K
|
30K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-884- 0.34% |
$77.5K - $83.1K
|
259K
$22.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1KNew |
$87.6K - $94K
|
1K
$86.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51New |
$4.47K - $4.8K
|
51
$4.41K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
122+ 2.65% |
$10.7K - $11.5K
|
4.72K
$409K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 10.45% |
$1.01M - $1.08M
|
122K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23+ 0.52% |
$2.02K - $2.16K
|
4.44K
$384K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
679KNew |
$59.5M - $63.9M
|
679K
$58.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24- 0.18% |
$2.1K - $2.26K
|
13.1K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.65K+ 8.48% |
$846K - $908K
|
123K
$10.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.2KNew |
$1.07M - $1.15M
|
12.2K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 1.94% |
$166K - $178K
|
99.7K
$8.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-75- 2.05% |
$6.57K - $7.05K
|
3.59K
$310K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$405K - $434K
|
4.62K
$400K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-445- 0.94% |
$39K - $41.8K
|
47K
$4.07M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-500- 3.29% |
$43.8K - $47K
|
14.7K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.28K- 80.0% |
$112K - $120K
|
320
$27.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.44KNew |
$564K - $606K
|
6.44K
$558K
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.4K- 69.77% |
$648K - $696K
|
3.21K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 8.66% |
$129K - $139K
|
18.5K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
2.69KNew |
$235K - $252K
|
2.69K
$232K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.67K+ 0.82% |
$146K - $157K
|
206K
$17.8M
|