Purchases and Sales Made in Q1 2021 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2021. The information is specifically focused on institutions that hold shares of FIRST TRUST CAPITAL STRENGTH E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.61K+ 19.61% |
$630K - $685K
|
58.6K
$5.29M
|
|
|
Apr 28, 2021
Q1 2021
|
Investors Research Corp
|
BUY
|
- |
8.58K+ 89.77% |
$563K - $611K
|
18.1K
$1.64M
|
|
|
May 10, 2021
Q1 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.5K+ 53.58% |
$558K - $606K
|
24.4K
$2.2M
|
|
|
Apr 08, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
7.43KNew |
$487K - $529K
|
7.43K
$671K
|
|
|
May 12, 2021
Q1 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
7K+ 16.48% |
$460K - $499K
|
49.5K
$4.47M
|
|
|
May 17, 2021
Q1 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
6.89KNew |
$452K - $491K
|
6.89K
$622K
|
|
|
Apr 29, 2021
Q1 2021
|
Petix & Botte CO
|
BUY
|
- |
6.62K+ 100.0% |
$434K - $472K
|
13.2K
$1.2M
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.4K+ 10.27% |
$420K - $456K
|
68.7K
$6.21M
|
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.27K+ 3.29% |
$411K - $447K
|
197K
$17.8M
|
|
|
May 10, 2021
Q1 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.08K+ 3.91% |
$399K - $433K
|
162K
$14.6M
|
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
5.79K+ 17.85% |
$380K - $413K
|
38.2K
$3.45M
|
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.52K+ 10.48% |
$362K - $393K
|
58.2K
$5.26M
|
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.42K+ 59.1% |
$356K - $386K
|
14.6K
$1.32M
|
|
|
Apr 19, 2021
Q1 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5.33KNew |
$350K - $380K
|
5.33K
$482K
|
|
|
Apr 12, 2021
Q1 2021
|
E Rn Financial, LLC
|
BUY
|
- |
5.18K+ 12.19% |
$340K - $369K
|
47.7K
$4.31M
|
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.17K+ 7.92% |
$339K - $368K
|
70.4K
$6.36M
|
|
|
Apr 22, 2021
Q1 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.86K+ 20.92% |
$319K - $346K
|
28.1K
$2.54M
|
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.84K+ 7.04% |
$318K - $345K
|
73.6K
$6.65M
|
|
|
Apr 19, 2021
Q1 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
4.6K+ 2875.63% |
$302K - $328K
|
4.76K
$430K
|
|
|
May 17, 2021
Q1 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.47K+ 18.86% |
$293K - $319K
|
28.2K
$2.55M
|
|
|
May 07, 2021
Q1 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.39KNew |
$288K - $313K
|
4.39K
$397K
|
|
|
Apr 26, 2021
Q1 2021
|
Wedbush Securities Inc
|
BUY
|
- |
4.38K+ 26.78% |
$287K - $312K
|
20.7K
$1.87M
|
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.36K+ 20.25% |
$286K - $311K
|
25.9K
$2.34M
|
|
|
May 12, 2021
Q1 2021
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.13K+ 14.38% |
$271K - $294K
|
32.8K
$2.96M
|
|
|
May 13, 2021
Q1 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$269K - $292K
|
4.1K
$370K
|
|
|
May 05, 2021
Q1 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
3.89K+ 73.87% |
$255K - $277K
|
9.16K
$827K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.65K+ 0.13% |
$240K - $260K
|
2.91M
$263M
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.35K+ 4.48% |
$220K - $239K
|
78.2K
$7.07M
|
|
|
May 17, 2021
Q1 2021
|
Truist Financial Corp
|
BUY
|
- |
3.33K+ 0.28% |
$218K - $237K
|
1.2M
$108M
|
|
|
Apr 23, 2021
Q1 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.29K+ 10.42% |
$216K - $234K
|
34.8K
$3.14M
|
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
3.19K+ 9.59% |
$209K - $227K
|
36.4K
$3.29M
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
BUY
|
- |
3.08K+ 28.92% |
$202K - $220K
|
13.7K
$1.24M
|
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.02K+ 4.14% |
$198K - $215K
|
75.9K
$6.86M
|
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.94KNew |
$193K - $209K
|
2.94K
$265K
|
|
|
Apr 27, 2021
Q1 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
2.93K+ 3.98% |
$192K - $209K
|
76.5K
$6.91M
|
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.93KNew |
$192K - $209K
|
2.93K
$265K
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.84K+ 5.63% |
$186K - $202K
|
53.3K
$4.81M
|
|
|
Apr 23, 2021
Q1 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.76K+ 9.8% |
$181K - $196K
|
30.9K
$2.79M
|
|
|
May 07, 2021
Q1 2021
|
Capital Square, LLC
|
BUY
|
- |
2.72K+ 88.52% |
$179K - $194K
|
5.8K
$524K
|
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2.52K+ 1.27% |
$166K - $180K
|
201K
$18.2M
|
|
|
May 05, 2021
Q1 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.49K+ 40.32% |
$163K - $177K
|
8.67K
$783K
|
|
|
May 17, 2021
Q1 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.48K+ 21.38% |
$163K - $177K
|
14.1K
$1.27M
|
|
|
Apr 14, 2021
Q1 2021
|
Moneywise, Inc.
|
BUY
|
- |
2.45K+ 3.91% |
$160K - $174K
|
65K
$5.87M
|
|
|
Apr 20, 2021
Q1 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.26K+ 41.84% |
$148K - $161K
|
7.64K
$690K
|
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.2K+ 3.81% |
$144K - $156K
|
59.8K
$5.4M
|
|
|
Apr 21, 2021
Q1 2021
|
Crewe Advisors LLC
|
BUY
|
- |
2K+ 1818.18% |
$131K - $143K
|
2.11K
$191K
|
|
|
Mar 07, 2024
Q1 2021
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.86K+ 67.32% |
$122K - $132K
|
4.61K
$417K
|
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.57KNew |
$103K - $112K
|
1.57K
$142K
|
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.54K+ 224.23% |
$101K - $109K
|
2.22K
$201K
|
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 29.54% |
$80K - $86.9K
|
5.35K
$483K
|