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 |
---|---|---|---|---|---|---|---|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.21K+ 14.27% |
$79.1K - $85.9K
|
9.66K
$872K
|
|
May 14, 2021
Q1 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
1.2K+ 6.34% |
$78.5K - $85.2K
|
20K
$1.81M
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.1K+ 28.57% |
$72.2K - $78.4K
|
4.95K
$447K
|
|
Apr 12, 2021
Q1 2021
|
First Premier Bank
|
BUY
|
- |
1K+ 8.41% |
$65.6K - $71.3K
|
12.9K
$1.16M
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
917+ 2.6% |
$60.2K - $65.3K
|
36.2K
$3.27M
|
|
Apr 29, 2021
Q1 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
885+ 3.14% |
$58.1K - $63.1K
|
29.1K
$2.62M
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
880+ 10.55% |
$57.7K - $62.7K
|
9.22K
$833K
|
|
May 14, 2021
Q1 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
830+ 4.77% |
$54.5K - $59.1K
|
18.2K
$1.65M
|
|
Apr 29, 2021
Q1 2021
|
Concentrum Wealth Management
|
BUY
|
- |
820+ 11.3% |
$53.8K - $58.4K
|
8.08K
$730K
|
|
May 05, 2021
Q1 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
733+ 1.08% |
$48.1K - $52.2K
|
68.5K
$6.18M
|
|
May 10, 2021
Q1 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
630+ 0.84% |
$41.3K - $44.9K
|
75.6K
$6.83M
|
|
Apr 22, 2021
Q1 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
613+ 1.88% |
$40.2K - $43.7K
|
33.2K
$3M
|
|
Apr 30, 2021
Q1 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
600New |
$39.4K - $42.8K
|
600
$54.2K
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
595+ 2.78% |
$39K - $42.4K
|
22K
$1.99M
|
|
May 03, 2021
Q1 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
583+ 4.59% |
$38.3K - $41.5K
|
13.3K
$1.2M
|
|
May 12, 2021
Q1 2021
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
564+ 13.45% |
$37K - $40.2K
|
4.76K
$430K
|
|
May 05, 2021
Q1 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
548+ 0.88% |
$36K - $39.1K
|
62.7K
$5.67M
|
|
Apr 21, 2021
Q1 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
526+ 0.58% |
$34.5K - $37.5K
|
91.1K
$8.22M
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
BUY
|
- |
505+ 6.8% |
$33.1K - $36K
|
7.94K
$717K
|
|
May 11, 2021
Q1 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
488+ 12.59% |
$32K - $34.8K
|
4.36K
$394K
|
|
May 14, 2021
Q1 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
481+ 20.64% |
$31.6K - $34.3K
|
2.81K
$254K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
481+ 2.6% |
$31.6K - $34.3K
|
19K
$1.72M
|
|
May 11, 2021
Q1 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
469New |
$30.8K - $33.4K
|
469
$42.4K
|
|
May 12, 2021
Q1 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
461+ 7.96% |
$30.2K - $32.9K
|
6.25K
$565K
|
|
Apr 15, 2021
Q1 2021
|
City Holding CO
|
BUY
|
- |
460+ 13.11% |
$30.2K - $32.8K
|
3.97K
$358K
|
|
May 17, 2021
Q1 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
452+ 5.37% |
$29.7K - $32.2K
|
8.87K
$801K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
432+ 635.29% |
$28.3K - $30.8K
|
500
$45.2K
|
|
May 12, 2021
Q1 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
408New |
$26.8K - $29.1K
|
408
$36.9K
|
|
May 12, 2021
Q1 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
391+ 0.74% |
$25.7K - $27.9K
|
53.1K
$4.8M
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
320New |
$21K - $22.8K
|
320
$28.9K
|
|
May 06, 2021
Q1 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
300+ 14.71% |
$19.7K - $21.4K
|
2.34K
$211K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
275New |
$18K - $19.6K
|
275
$24.8K
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
259New |
$17K - $18.5K
|
259
$23.4K
|
|
Apr 28, 2021
Q1 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
240+ 3.41% |
$15.7K - $17.1K
|
7.28K
$658K
|
|
Apr 14, 2021
Q1 2021
|
Cypress Capital Group
|
BUY
|
- |
208+ 0.74% |
$13.6K - $14.8K
|
28.3K
$2.56M
|
|
Apr 30, 2021
Q1 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
178+ 6.25% |
$11.7K - $12.7K
|
3.03K
$273K
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
162+ 2.92% |
$10.6K - $11.5K
|
5.71K
$516K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
151+ 2.68% |
$9.91K - $10.8K
|
5.78K
$522K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
122+ 0.56% |
$8K - $8.69K
|
21.8K
$1.97M
|
|
May 12, 2021
Q1 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
110+ 3.23% |
$7.22K - $7.84K
|
3.51K
$317K
|
|
May 05, 2021
Q1 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
101New |
$6.63K - $7.2K
|
101
$9.12K
|
|
Apr 22, 2021
Q1 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
51New |
$3.35K - $3.63K
|
51
$4.61K
|
|
Apr 13, 2021
Q1 2021
|
Tl Private Wealth
|
BUY
|
- |
44+ 0.34% |
$2.89K - $3.14K
|
13.1K
$1.19M
|
|
May 17, 2021
Q1 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
33New |
$2.17K - $2.35K
|
33
$2.98K
|
|
May 18, 2021
Q1 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
32+ 0.13% |
$2.1K - $2.28K
|
24.3K
$2.2M
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
28+ 15.82% |
$1.84K - $2K
|
205
$18.5K
|
|
May 14, 2021
Q1 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
25+ 0.38% |
$1.64K - $1.78K
|
6.62K
$598K
|
|
May 13, 2021
Q1 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
19+ 0.34% |
$1.25K - $1.35K
|
5.66K
$511K
|
|
Apr 19, 2021
Q1 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
14+ 0.21% |
$919 - $998
|
6.7K
$605K
|
|
May 10, 2021
Q1 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13+ 0.25% |
$853 - $926
|
5.24K
$473K
|