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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
729+ 0.89% |
$63.9K - $68.5K
|
82.7K
$7.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-463- 1.13% |
$40.6K - $43.5K
|
40.4K
$3.52M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-171- 0.77% |
$15K - $16.1K
|
22K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.88KNew |
$428K - $459K
|
4.88K
$425K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.5K- 18.05% |
$918K - $985K
|
47.6K
$4.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.22% |
$2.1K - $2.26K
|
11K
$957K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-252- 0.7% |
$22.1K - $23.7K
|
35.9K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
205KNew |
$18M - $19.3M
|
205K
$17.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
85+ 2.79% |
$7.45K - $7.99K
|
3.13K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
469+ 4.03% |
$41.1K - $44.1K
|
12.1K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.91K- 8.82% |
$518K - $556K
|
61.1K
$5.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$175 - $188
|
18.6K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.79K+ 3.43% |
$332K - $356K
|
114K
$9.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.5K+ 36.91% |
$2.23M - $2.39M
|
94.4K
$8.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
2.46K+ 1.81% |
$215K - $231K
|
138K
$12M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.03K- 2.33% |
$90.6K - $97.2K
|
43.3K
$3.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.96K- 81.25% |
$873K - $937K
|
2.3K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
2.23K+ 27.25% |
$195K - $210K
|
10.4K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.21K- 3.23% |
$281K - $301K
|
96K
$8.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 4.8% |
$323K - $346K
|
73K
$6.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 7.11% |
$138K - $149K
|
20.6K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 6.41% |
$178K - $191K
|
29.6K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.7K- 32.88% |
$149K - $160K
|
3.46K
$302K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.6KNew |
$2.5M - $2.69M
|
28.6K
$2.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
7+ 0.1% |
$613 - $658
|
6.93K
$603K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-22- 0.13% |
$1.93K - $2.07K
|
16.7K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
749+ 3.88% |
$65.6K - $70.4K
|
20K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
520+ 1.04% |
$45.6K - $48.9K
|
50.7K
$4.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-319- 1.0% |
$28K - $30K
|
31.5K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-104- 2.66% |
$9.11K - $9.78K
|
3.81K
$332K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-452- 1.59% |
$39.6K - $42.5K
|
28K
$2.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-832- 1.37% |
$72.9K - $78.2K
|
59.9K
$5.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-127- 2.61% |
$11.1K - $11.9K
|
4.75K
$413K
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
2.76KNew |
$242K - $260K
|
2.76K
$241K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-315- 3.35% |
$27.6K - $29.6K
|
9.09K
$792K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.74K+ 6.68% |
$328K - $352K
|
59.7K
$5.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.81KNew |
$509K - $547K
|
5.81K
$507K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-674- 6.08% |
$59.1K - $63.4K
|
10.4K
$907K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53.9K- 45.37% |
$4.72M - $5.07M
|
64.9K
$5.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7.65K- 11.39% |
$670K - $719K
|
59.5K
$5.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.77K- 9.0% |
$856K - $918K
|
98.7K
$8.6M
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.99% |
$4.82K - $5.17K
|
2.82K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-73- 0.71% |
$6.4K - $6.86K
|
10.3K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-19- 0.25% |
$1.66K - $1.79K
|
7.58K
$660K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-12.2K- 36.88% |
$1.07M - $1.15M
|
20.9K
$1.82M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20.6K- 89.01% |
$1.8M - $1.93M
|
2.54K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
3.26KNew |
$286K - $307K
|
3.26K
$284K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$21.5K - $23K
|
245
$21.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-10.4K- 22.0% |
$913K - $980K
|
36.9K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.16K- 17.73% |
$102K - $109K
|
5.38K
$469K
|