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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-130- 1.93% |
$11.7K - $12.2K
|
6.59K
$604K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-252- 0.43% |
$22.6K - $23.6K
|
59K
$5.41M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20- 0.84% |
$1.79K - $1.87K
|
2.36K
$216K
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-8.09K- 3.51% |
$726K - $758K
|
223K
$20.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.08% |
$449 - $469
|
6.55K
$600K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.45K- 7.44% |
$130K - $136K
|
18K
$1.65M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.66KNew |
$777K - $812K
|
8.66K
$794K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
136+ 0.37% |
$12.2K - $12.7K
|
37.3K
$3.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-2.02K- 23.81% |
$181K - $189K
|
6.45K
$591K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19K+ 24.31% |
$1.71M - $1.78M
|
97.2K
$8.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.29K- 2.28% |
$205K - $214K
|
98.2K
$9.01M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
SELL
|
- |
-407- 4.41% |
$36.5K - $38.2K
|
8.82K
$809K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.05% |
$179 - $187
|
4.41K
$404K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.27K- 9.83% |
$203K - $213K
|
20.8K
$1.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.5K+ 56.43% |
$2.82M - $2.95M
|
87.3K
$8M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
10.1K+ 6.6% |
$910K - $951K
|
164K
$15M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-28K- 70.57% |
$2.52M - $2.63M
|
11.7K
$1.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5+ 0.01% |
$449 - $469
|
58.4K
$5.36M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12K- 93.29% |
$1.08M - $1.12M
|
862
$79K
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.6KNew |
$1.31M - $1.37M
|
14.6K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.98K+ 6.91% |
$177K - $185K
|
30.6K
$2.8M
|
|
|
Oct 22, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-535- 2.44% |
$48K - $50.2K
|
21.4K
$1.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$449 - $469
|
19.5K
$1.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-321- 0.61% |
$28.8K - $30.1K
|
52.7K
$4.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.8K- 1.73% |
$1.77M - $1.85M
|
1.12M
$103M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-60- 0.53% |
$5.38K - $5.62K
|
11.3K
$1.03M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-95- 1.56% |
$8.52K - $8.91K
|
6.01K
$551K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 2.25% |
$559K - $584K
|
284K
$26M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13K+ 17.36% |
$1.16M - $1.21M
|
87.6K
$8.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
148+ 6.52% |
$13.3K - $13.9K
|
2.42K
$222K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.81K- 5.32% |
$162K - $170K
|
32.2K
$2.95M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.94K+ 1.85% |
$713K - $745K
|
438K
$40.2M
|
|
|
Oct 21, 2025
Q3 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-29- 0.64% |
$2.6K - $2.72K
|
4.51K
$414K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-384- 1.3% |
$34.5K - $36K
|
29.1K
$2.67M
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-282- 9.78% |
$25.3K - $26.4K
|
2.6K
$238K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-567- 13.99% |
$50.9K - $53.2K
|
3.49K
$320K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-593- 21.72% |
$53.2K - $55.6K
|
2.14K
$196K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.61% |
$1.79K - $1.87K
|
3.27K
$300K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
164+ 1.77% |
$14.7K - $15.4K
|
9.44K
$866K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18.2K- 41.67% |
$1.63M - $1.7M
|
25.4K
$2.33M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-139- 2.82% |
$12.5K - $13K
|
4.8K
$440K
|
|
|
Oct 20, 2025
Q3 2025
|
Albion Financial Group
|
SELL
|
- |
-280- 14.66% |
$25.1K - $26.2K
|
1.63K
$149K
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-39.4K- 24.49% |
$3.54M - $3.69M
|
122K
$11.1M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
319New |
$28.6K - $29.9K
|
319
$29.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-15.5K- 26.36% |
$1.39M - $1.46M
|
43.4K
$3.98M
|
|
|
Oct 20, 2025
Q3 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-859- 12.25% |
$77.1K - $80.5K
|
6.15K
$564K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.03% |
$89.7 - $93.7
|
3.19K
$292K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-215- 9.28% |
$19.3K - $20.2K
|
2.1K
$193K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-84- 0.04% |
$7.54K - $7.87K
|
223K
$20.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.16K- 19.31% |
$104K - $108K
|
4.83K
$443K
|
|