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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-55.1K- 69.8% |
$4.06M - $4.25M
|
23.8K
$2.19M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.4K- 36.8% |
$1.06M - $1.11M
|
24.7K
$2.27M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 27.9% |
$93.5K - $98K
|
3.28K
$301K
|
|
|
Nov 01, 2023
Q3 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-417- 5.2% |
$30.7K - $32.2K
|
7.61K
$698K
|
|
|
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
$1.05M
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-212K- 67.32% |
$15.1M - $15.9M
|
103K
$9.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-19.4K- 87.6% |
$1.38M - $1.45M
|
2.74K
$251K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.8K- 68.46% |
$270K - $285K
|
1.75K
$160K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.59K- 25.4% |
$113K - $119K
|
4.66K
$427K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.11K- 28.37% |
$79.3K - $83.6K
|
2.81K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-575- 12.2% |
$41K - $43.2K
|
4.14K
$379K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-508- 13.43% |
$36.2K - $38.1K
|
3.28K
$300K
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-230- 3.15% |
$16.4K - $17.3K
|
7.07K
$648K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-143- 70.79% |
$10.2K - $10.7K
|
59
$5.41K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-93- 77.5% |
$6.62K - $6.98K
|
27
$2.48K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-68.9K- 95.25% |
$4.86M - $5.29M
|
3.44K
$315K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-2K- 94.79% |
$141K - $153K
|
110
$10.1K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-621- 5.89% |
$43.8K - $47.6K
|
9.92K
$910K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-462- 54.48% |
$32.6K - $35.4K
|
386
$35.4K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-429- 75.26% |
$30.2K - $32.9K
|
141
$12.9K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-90- 6.67% |
$6.34K - $6.9K
|
1.26K
$116K
|
|
|
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
$1.52M
|
|
|
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
$6.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-3.67K- 7.52% |
$247K - $289K
|
45.2K
$4.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-796- 4.84% |
$53.6K - $62.7K
|
15.7K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Tnf LLC
|
SELL
|
- |
-598- 12.4% |
$40.2K - $47.1K
|
4.22K
$387K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-364- 99.73% |
$24.5K - $28.7K
|
1
$91.7
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-350- 7.66% |
$23.5K - $27.6K
|
4.22K
$387K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-200- 5.64% |
$13.5K - $15.8K
|
3.35K
$307K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 26.02% |
$9.02K - $10.6K
|
381
$34.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-123- 0.58% |
$8.28K - $9.69K
|
21.2K
$1.94M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-70- 1.37% |
$4.71K - $5.51K
|
5.06K
$464K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 40.54% |
$49.8K - $57.4K
|
1.1K
$101K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-246Closed |
$16.3K - $18.8K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-30.7KClosed |
$2.06M - $2.43M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-28.3K- 50.94% |
$1.9M - $2.24M
|
27.3K
$2.5M
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12KClosed |
$806K - $948K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.28KClosed |
$220K - $259K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$206K - $242K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.99KClosed |
$201K - $236K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.67KClosed |
$179K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.58K- 35.78% |
$173K - $204K
|
4.63K
$425K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.27K- 87.12% |
$85.5K - $100K
|
188
$17.2K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.22KClosed |
$82K - $96.3K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$79.7K - $93.7K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 10.47% |
$67.2K - $79K
|
8.55K
$784K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-931Closed |
$62.6K - $73.5K
|
0
$0
|
|