Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-685- 21.74% |
$54.5K - $58.7K
|
2.47K
$221K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-223- 1.88% |
$17.7K - $19.1K
|
11.6K
$1.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-207- 6.62% |
$16.5K - $17.7K
|
2.92K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-84- 1.92% |
$6.68K - $7.2K
|
4.3K
$386K
|
|
|
May 10, 2024
Q1 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-70- 1.12% |
$5.57K - $6K
|
6.16K
$553K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-57- 62.64% |
$4.53K - $4.88K
|
34
$3.05K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-50- 8.67% |
$3.98K - $4.28K
|
527
$47.3K
|
|
| Q4 2023 | |||||||
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.5K- 34.44% |
$392K - $441K
|
10.5K
$939K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.55K- 41.72% |
$253K - $285K
|
4.95K
$445K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.78K- 17.67% |
$127K - $143K
|
8.3K
$745K
|
|
|
Feb 14, 2024
Q4 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-1.77K- 39.14% |
$126K - $142K
|
2.76K
$247K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
SELL
|
- |
-1.63K- 24.49% |
$116K - $131K
|
5.03K
$452K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.29K- 15.45% |
$92K - $104K
|
7.06K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.15K- 24.54% |
$81.7K - $92K
|
3.52K
$316K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.13K- 13.81% |
$80.5K - $90.6K
|
7.04K
$632K
|
|
|
Jan 11, 2024
Q4 2023
|
Bcs Wealth Management
|
SELL
|
- |
-670- 14.5% |
$47.8K - $53.8K
|
3.95K
$355K
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-375- 10.27% |
$26.8K - $30.1K
|
3.28K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-170- 2.49% |
$12.1K - $13.7K
|
6.66K
$598K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-50- 20.0% |
$3.57K - $4.02K
|
200
$18K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-42- 47.19% |
$3K - $3.37K
|
47
$4.22K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-15- 7.25% |
$1.07K - $1.2K
|
192
$17.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-9- 0.08% |
$642 - $723
|
11.4K
$1.02M
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-55.1K- 69.8% |
$4.06M - $4.25M
|
23.8K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.4K- 36.8% |
$1.06M - $1.11M
|
24.7K
$2.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 27.9% |
$93.5K - $98K
|
3.28K
$295K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-417- 5.2% |
$30.7K - $32.2K
|
7.61K
$683K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-59Closed |
$4.34K - $4.55K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-41- 0.36% |
$3.02K - $3.16K
|
11.5K
$1.03M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-212K- 67.32% |
$15.1M - $15.9M
|
103K
$9.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-19.4K- 87.6% |
$1.38M - $1.45M
|
2.74K
$246K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.8K- 68.46% |
$270K - $285K
|
1.75K
$157K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.59K- 25.4% |
$113K - $119K
|
4.66K
$418K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.11K- 28.37% |
$79.3K - $83.6K
|
2.81K
$252K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-575- 12.2% |
$41K - $43.2K
|
4.14K
$371K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-508- 13.43% |
$36.2K - $38.1K
|
3.28K
$294K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-230- 3.15% |
$16.4K - $17.3K
|
7.07K
$635K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-143- 70.79% |
$10.2K - $10.7K
|
59
$5.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-93- 77.5% |
$6.62K - $6.98K
|
27
$2.42K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-68.9K- 95.25% |
$4.86M - $5.29M
|
3.44K
$309K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-14.7K- 6.54% |
$1.04M - $1.13M
|
211K
$18.9M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2K- 94.79% |
$141K - $153K
|
110
$9.87K
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-944- 15.48% |
$66.5K - $72.4K
|
5.15K
$463K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-621- 5.89% |
$43.8K - $47.6K
|
9.92K
$891K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-462- 54.48% |
$32.6K - $35.4K
|
386
$34.7K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-429- 75.26% |
$30.2K - $32.9K
|
141
$12.7K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-90- 6.67% |
$6.34K - $6.9K
|
1.26K
$113K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-58.6K- 77.97% |
$3.95M - $4.62M
|
16.6K
$1.49M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-4.83KClosed |
$325K - $381K
|
0
$0
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.73K- 5.26% |
$251K - $294K
|
67.2K
$6.03M
|
|