Latest Institutional Purchases of First Trust Capital Strength E (FTCS)
This list provides information on the latest institutional transactions involving First Trust Capital Strength E (FTCS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.17K+ 5.62% |
$181K - $197K
|
40.8K
$3.67M
|
|
Nov 04, 2024
Q3 2024
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
2K+ 29.89% |
$167K - $182K
|
8.7K
$782K
|
|
Nov 05, 2024
Q3 2024
|
Strategic Equity Management
|
BUY
|
- |
1.96K+ 68.53% |
$164K - $178K
|
4.82K
$433K
|
|
Nov 15, 2024
Q3 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 6.47% |
$155K - $169K
|
30.6K
$2.75M
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.83K+ 53.99% |
$153K - $166K
|
5.21K
$468K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.66K+ 1.02% |
$138K - $151K
|
164K
$14.8M
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.64K+ 1.89% |
$137K - $149K
|
88.5K
$7.96M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
1.62KNew |
$135K - $147K
|
1.62K
$145K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.59KNew |
$133K - $144K
|
1.59K
$143K
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.55K+ 32.83% |
$129K - $141K
|
6.25K
$562K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
1.53K+ 19.02% |
$128K - $139K
|
9.58K
$862K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.48K+ 2.95% |
$124K - $135K
|
51.7K
$4.65M
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.37K+ 4.81% |
$115K - $125K
|
29.9K
$2.69M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.36KNew |
$113K - $123K
|
1.36K
$122K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
1.2K+ 11.33% |
$100K - $109K
|
11.8K
$1.06M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
822+ 8.84% |
$68.7K - $74.8K
|
10.1K
$910K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
822+ 1.86% |
$68.7K - $74.8K
|
45K
$4.05M
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
820+ 1.71% |
$68.5K - $74.6K
|
48.9K
$4.4M
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
793+ 6.62% |
$66.3K - $72.1K
|
12.8K
$1.15M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
781+ 24.61% |
$65.3K - $71K
|
3.96K
$356K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
757+ 19.71% |
$63.3K - $68.8K
|
4.6K
$413K
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
756+ 9.44% |
$63.2K - $68.8K
|
8.76K
$788K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
714+ 2.22% |
$59.7K - $64.9K
|
32.9K
$2.96M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
626+ 17.31% |
$52.3K - $56.9K
|
4.24K
$381K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
600+ 240.0% |
$50.1K - $54.6K
|
850
$76.4K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
590+ 7.25% |
$49.3K - $53.7K
|
8.72K
$785K
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
502New |
$42K - $45.7K
|
502
$45.1K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
477+ 15.13% |
$39.9K - $43.4K
|
3.63K
$326K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
475New |
$39.7K - $43.2K
|
475
$42.7K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
467+ 1.41% |
$39K - $42.5K
|
33.5K
$3.02M
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
444+ 2.58% |
$37.1K - $40.4K
|
17.6K
$1.59M
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
444+ 13.45% |
$37.1K - $40.4K
|
3.75K
$337K
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
404+ 16.42% |
$33.8K - $36.7K
|
2.86K
$258K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
389+ 1.13% |
$32.5K - $35.4K
|
34.9K
$3.14M
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
371+ 4.45% |
$31K - $33.7K
|
8.7K
$782K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
369+ 2.69% |
$30.8K - $33.6K
|
14.1K
$1.26M
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
334+ 39.11% |
$27.9K - $30.4K
|
1.19K
$107K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
329+ 0.73% |
$27.5K - $29.9K
|
45.6K
$4.11M
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
320New |
$26.7K - $29.1K
|
320
$28.8K
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
290+ 8.79% |
$24.2K - $26.4K
|
3.59K
$323K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
279New |
$23.3K - $25.4K
|
279
$25.1K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
254+ 0.69% |
$21.2K - $23.1K
|
37.1K
$3.33M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
238+ 0.51% |
$19.9K - $21.6K
|
46.8K
$4.21M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
191New |
$16K - $17.4K
|
191
$17.2K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
159+ 7.73% |
$13.3K - $14.5K
|
2.22K
$199K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.67% |
$13K - $14.1K
|
9.43K
$848K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
150New |
$12.5K - $13.6K
|
150
$13.5K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
149+ 0.87% |
$12.5K - $13.6K
|
17.3K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
115+ 2.67% |
$9.61K - $10.5K
|
4.42K
$398K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 0.43% |
$9.19K - $10K
|
25.8K
$2.32M
|