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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
52+ 1.39% |
$4.67K - $4.87K
|
3.81K
$349K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
46+ 0.25% |
$4.13K - $4.31K
|
18.7K
$1.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
44New |
$3.95K - $4.12K
|
44
$4.03K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
35+ 0.53% |
$3.14K - $3.28K
|
6.64K
$609K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
34New |
$3.05K - $3.19K
|
34
$3.12K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
33+ 0.04% |
$2.96K - $3.09K
|
82.7K
$7.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
31+ 0.58% |
$2.78K - $2.91K
|
5.4K
$495K
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
22+ 0.13% |
$1.97K - $2.06K
|
17.2K
$1.58M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.61% |
$1.79K - $1.87K
|
3.27K
$300K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 0.33% |
$1.61K - $1.69K
|
5.49K
$503K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.15% |
$1.44K - $1.5K
|
10.9K
$999K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.13% |
$1.26K - $1.31K
|
11.1K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$1.17K - $1.22K
|
13
$1.19K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12+ 0.06% |
$1.08K - $1.12K
|
18.8K
$1.72M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.29% |
$987 - $1.03K
|
3.81K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 0.21% |
$807 - $844
|
4.2K
$385K
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
6+ 0.54% |
$538 - $562
|
1.13K
$103K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5+ 0.1% |
$449 - $469
|
4.94K
$453K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.08% |
$449 - $469
|
6.55K
$600K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5+ 0.01% |
$449 - $469
|
58.4K
$5.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.21% |
$449 - $469
|
2.37K
$217K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.01% |
$359 - $375
|
29.1K
$2.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.25% |
$269 - $281
|
1.2K
$110K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.04% |
$269 - $281
|
6.7K
$614K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.02% |
$269 - $281
|
16.2K
$1.48M
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.05% |
$179 - $187
|
3.97K
$364K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.24% |
$179 - $187
|
833
$76.4K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.05% |
$179 - $187
|
4.41K
$404K
|
|
|
Nov 14, 2025
Q3 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.0% |
$89.7 - $93.7
|
39.3K
$3.61M
|
|
|
Nov 07, 2025
Q3 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1+ 0.02% |
$89.7 - $93.7
|
4.41K
$404K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.19% |
$89.7 - $93.7
|
533
$48.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.08% |
$89.7 - $93.7
|
1.25K
$115K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.03% |
$89.7 - $93.7
|
3.19K
$292K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
174KNew |
$14.2M - $16.1M
|
174K
$16M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43.6K+ 19.52% |
$3.56M - $4.03M
|
267K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
20K+ 25.51% |
$1.63M - $1.85M
|
98.2K
$9.01M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.5K+ 5.92% |
$1.1M - $1.24M
|
241K
$22.1M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.1KNew |
$988K - $1.12M
|
12.1K
$1.11M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.93K+ 18.2% |
$484K - $548K
|
38.5K
$3.53M
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.94KNew |
$322K - $364K
|
3.94K
$361K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.61KNew |
$294K - $333K
|
3.61K
$331K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$253K - $286K
|
3.1K
$284K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.43KNew |
$198K - $225K
|
2.43K
$223K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$182K - $206K
|
2.23K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.23KNew |
$182K - $206K
|
2.23K
$204K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
2.22KNew |
$181K - $205K
|
2.22K
$203K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.91K+ 1.75% |
$156K - $176K
|
111K
$10.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.79K+ 9.72% |
$146K - $166K
|
20.2K
$1.86M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.75K+ 12.45% |
$143K - $161K
|
15.8K
$1.45M
|
|