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 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
$4.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
320New |
$26.7K - $29.1K
|
320
$28.7K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
290+ 8.79% |
$24.2K - $26.4K
|
3.59K
$322K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
279New |
$23.3K - $25.4K
|
279
$25K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
238+ 0.51% |
$19.9K - $21.6K
|
46.8K
$4.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
191New |
$16K - $17.4K
|
191
$17.1K
|
|
|
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
$846K
|
|
|
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
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
110+ 0.43% |
$9.19K - $10K
|
25.8K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
75+ 3.03% |
$6.27K - $6.82K
|
2.55K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
67+ 1.75% |
$5.6K - $6.09K
|
3.89K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
66+ 0.12% |
$5.52K - $6K
|
53.3K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
62+ 0.69% |
$5.18K - $5.64K
|
9.1K
$816K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
16+ 4.97% |
$1.34K - $1.46K
|
338
$30.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13+ 0.15% |
$1.09K - $1.18K
|
8.89K
$798K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
13+ 0.27% |
$1.09K - $1.18K
|
4.86K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.16% |
$669 - $728
|
4.97K
$446K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.11% |
$418 - $455
|
4.45K
$399K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.25% |
$251 - $273
|
1.19K
$106K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.01% |
$83.6 - $90.9
|
8.63K
$774K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1New |
$83.6 - $90.9
|
1
$89.8
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$83.6 - $90.9
|
1.53K
$137K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$83.6 - $90.9
|
2.87K
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.32% |
$83.6 - $90.9
|
310
$27.8K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.8KNew |
$1.04M - $1.1M
|
12.8K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
9.05K+ 3.77% |
$738K - $775K
|
249K
$22.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.68KNew |
$626K - $657K
|
7.68K
$690K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.79KNew |
$553K - $581K
|
6.79K
$609K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.8KNew |
$473K - $496K
|
5.8K
$521K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.67KNew |
$380K - $399K
|
4.67K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$376K - $395K
|
4.62K
$415K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.65KNew |
$216K - $227K
|
2.65K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.63KNew |
$214K - $225K
|
2.63K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.52K+ 100.0% |
$205K - $216K
|
5.04K
$453K
|
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.3KNew |
$106K - $111K
|
1.3K
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.22KNew |
$99.1K - $104K
|
1.22K
$109K
|
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
788+ 30.9% |
$64.2K - $67.4K
|
3.34K
$300K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
497New |
$40.5K - $42.5K
|
497
$44.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
368New |
$30K - $31.5K
|
368
$33K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365New |
$29.7K - $31.2K
|
365
$32.8K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
301New |
$24.5K - $25.8K
|
301
$27K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
224New |
$18.3K - $19.2K
|
224
$20.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
80+ 0.54% |
$6.52K - $6.85K
|
15K
$1.34M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$5.3K - $5.56K
|
65
$5.84K
|
|