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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
292K+ 51.04% |
$23.2M - $25M
|
863K
$77.6M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.1K+ 79.44% |
$3.11M - $3.35M
|
88.3K
$7.94M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
15K+ 25.49% |
$1.19M - $1.28M
|
73.6K
$6.62M
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8KNew |
$461K - $497K
|
5.8K
$522K
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.84KNew |
$384K - $414K
|
4.84K
$435K
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
3.24KNew |
$257K - $277K
|
3.24K
$291K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.8K+ 3.74% |
$223K - $240K
|
77.6K
$6.98M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.3K+ 6.33% |
$103K - $111K
|
21.8K
$1.96M
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$99.4K - $107K
|
1.25K
$112K
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.15K+ 9.73% |
$91.4K - $98.5K
|
13K
$1.17M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
998+ 31.48% |
$79.4K - $85.5K
|
4.17K
$375K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
929+ 8.93% |
$73.9K - $79.6K
|
11.3K
$1.02M
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
741+ 6.2% |
$58.9K - $63.5K
|
12.7K
$1.14M
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
275New |
$21.9K - $23.6K
|
275
$24.7K
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$19.9K - $21.4K
|
250
$22.5K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
230+ 6.35% |
$18.3K - $19.7K
|
3.85K
$346K
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
185New |
$14.7K - $15.8K
|
185
$16.6K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
100New |
$7.95K - $8.57K
|
100
$8.99K
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
100+ 3.16% |
$7.95K - $8.57K
|
3.26K
$293K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
98New |
$7.79K - $8.39K
|
98
$8.81K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
80New |
$6.36K - $6.85K
|
80
$7.19K
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
77New |
$6.12K - $6.6K
|
77
$6.92K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
57+ 0.01% |
$4.53K - $4.88K
|
498K
$44.8M
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
48New |
$3.82K - $4.11K
|
48
$4.32K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
42New |
$3.34K - $3.6K
|
42
$3.78K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
21New |
$1.67K - $1.8K
|
21
$1.89K
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
14New |
$1.11K - $1.2K
|
14
$1.26K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1+ 0.96% |
$79.5 - $85.7
|
105
$9.44K
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
7.82KNew |
$558K - $628K
|
7.82K
$703K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.56KNew |
$540K - $607K
|
7.56K
$680K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
5.74KNew |
$410K - $461K
|
5.74K
$516K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.87KNew |
$348K - $391K
|
4.87K
$438K
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
4.32KNew |
$309K - $347K
|
4.32K
$389K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.5KNew |
$250K - $281K
|
3.5K
$315K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
3.12KNew |
$222K - $250K
|
3.12K
$280K
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.69KNew |
$192K - $216K
|
2.69K
$242K
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.66KNew |
$190K - $214K
|
2.66K
$239K
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.65KNew |
$189K - $213K
|
2.65K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.61KNew |
$186K - $210K
|
2.61K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.5KNew |
$179K - $201K
|
2.5K
$225K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
1.01KNew |
$72.3K - $81.4K
|
1.01K
$91.1K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
910New |
$65K - $73.1K
|
910
$81.8K
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
753New |
$53.7K - $60.5K
|
753
$67.7K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
282New |
$20.1K - $22.7K
|
282
$25.4K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
255New |
$18.2K - $20.5K
|
255
$22.9K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
203New |
$14.5K - $16.3K
|
203
$18.3K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
180New |
$12.8K - $14.5K
|
180
$16.2K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
177New |
$12.6K - $14.2K
|
177
$15.9K
|