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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.63MNew |
$493M - $529M
|
5.63M
$487M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-25.6K- 22.58% |
$2.25M - $2.41M
|
87.9K
$7.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
50+ 2.14% |
$4.38K - $4.7K
|
2.38K
$206K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
166+ 6.51% |
$14.5K - $15.6K
|
2.72K
$235K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.09% |
$350 - $376
|
4.45K
$386K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.27K- 8.8% |
$812K - $871K
|
96K
$8.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
43.3KNew |
$3.8M - $4.07M
|
43.3K
$3.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-11.7K- 5.72% |
$1.02M - $1.1M
|
192K
$16.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.06K+ 15.16% |
$180K - $193K
|
15.6K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.05% |
$87.6 - $94
|
1.94K
$168K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
761+ 7.52% |
$66.7K - $71.6K
|
10.9K
$942K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
109K+ 78.48% |
$9.53M - $10.2M
|
247K
$21.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
309K+ 1793.16% |
$27.1M - $29.1M
|
327K
$28.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 15.46% |
$8.76K - $9.4K
|
747
$64.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-470- 4.04% |
$41.2K - $44.2K
|
11.2K
$966K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-90- 0.76% |
$7.89K - $8.46K
|
11.7K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.01K+ 36.63% |
$88.1K - $94.5K
|
3.75K
$325K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.88KNew |
$340K - $365K
|
3.88K
$336K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 5.38% |
$298K - $319K
|
66.5K
$5.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.32K- 5.92% |
$204K - $219K
|
37K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.59K+ 3.52% |
$315K - $338K
|
106K
$9.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
454+ 1.24% |
$39.8K - $42.7K
|
36.9K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
175New |
$15.3K - $16.5K
|
175
$15.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
73.7KNew |
$6.46M - $6.93M
|
73.7K
$6.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.93K+ 5.42% |
$695K - $746K
|
154K
$13.4M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.09% |
$1.58K - $1.69K
|
20.3K
$1.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.14K+ 13.1% |
$99.9K - $107K
|
9.84K
$852K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-62- 0.46% |
$5.43K - $5.83K
|
13.5K
$1.16M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.65KNew |
$408K - $438K
|
4.65K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-43- 1.44% |
$3.77K - $4.04K
|
2.95K
$255K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-525- 4.45% |
$46K - $49.4K
|
11.3K
$975K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 5.97% |
$1.83M - $1.96M
|
370K
$32M
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
247+ 0.61% |
$21.6K - $23.2K
|
41K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-172- 4.97% |
$15.1K - $16.2K
|
3.29K
$284K
|
|
|
Feb 03, 2025
Q4 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-300- 10.63% |
$26.3K - $28.2K
|
2.52K
$218K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.8K- 11.79% |
$1.12M - $1.2M
|
95.8K
$8.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
29.2KNew |
$2.56M - $2.74M
|
29.2K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.6K- 14.39% |
$1.11M - $1.19M
|
75.1K
$6.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.6KNew |
$1.98M - $2.13M
|
22.6K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.8K- 4.57% |
$2.78M - $2.99M
|
664K
$57.5M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.4K+ 4.59% |
$1.35M - $1.45M
|
351K
$30.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.8K- 5.65% |
$1.48M - $1.58M
|
281K
$24.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
3.14K+ 48.98% |
$275K - $295K
|
9.54K
$826K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
433New |
$37.9K - $40.7K
|
433
$37.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
362+ 1.1% |
$31.7K - $34K
|
33.2K
$2.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-249K- 22.71% |
$21.8M - $23.4M
|
846K
$73.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.02K+ 9.71% |
$440K - $472K
|
56.8K
$4.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.4K+ 6.4% |
$1.17M - $1.26M
|
222K
$19.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-597- 22.13% |
$52.3K - $56.1K
|
2.1K
$182K
|