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 14, 2021
Q1 2021
|
Independent Advisor Alliance
|
BUY
|
- |
9+ 0.3% |
$590 - $641
|
3.02K
$272K
|
|
|
May 06, 2021
Q1 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.35% |
$131 - $143
|
581
$52.4K
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.0% |
$65.6 - $71.3
|
23.5K
$2.12M
|
|
|
Apr 22, 2021
Q1 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1+ 0.56% |
$65.6 - $71.3
|
181
$16.3K
|
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q1 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 3.57% |
$1.64K - $1.78K
|
675
$60.9K
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-29- 0.03% |
$1.9K - $2.07K
|
93.8K
$8.46M
|
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-49- 29.52% |
$3.21K - $3.49K
|
117
$10.6K
|
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-50- 0.24% |
$3.28K - $3.56K
|
20.7K
$1.86M
|
|
|
May 12, 2021
Q1 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-52- 0.74% |
$3.41K - $3.71K
|
6.96K
$628K
|
|
|
May 11, 2021
Q1 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-74- 2.3% |
$4.86K - $5.27K
|
3.15K
$284K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-100- 0.8% |
$6.56K - $7.13K
|
12.3K
$1.11M
|
|
|
May 13, 2021
Q1 2021
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-100- 0.89% |
$6.56K - $7.13K
|
11.1K
$1M
|
|
|
Apr 29, 2021
Q1 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-122- 0.39% |
$8K - $8.69K
|
30.8K
$2.78M
|
|
|
May 12, 2021
Q1 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-143- 19.67% |
$9.38K - $10.2K
|
584
$52.7K
|
|
|
Aug 10, 2023
Q1 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-215- 39.45% |
$14.1K - $15.3K
|
330
$29.8K
|
|
|
Apr 15, 2021
Q1 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-218- 3.83% |
$14.3K - $15.5K
|
5.48K
$494K
|
|
|
May 17, 2021
Q1 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-219- 2.37% |
$14.4K - $15.6K
|
9.03K
$814K
|
|
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-220Closed |
$14.4K - $15.7K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-228- 3.42% |
$15K - $16.2K
|
6.44K
$581K
|
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-245- 21.3% |
$16.1K - $17.5K
|
905
$81.6K
|
|
|
May 17, 2021
Q1 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-267- 0.14% |
$17.5K - $19K
|
195K
$17.6M
|
|
|
Apr 29, 2021
Q1 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-313- 3.55% |
$20.5K - $22.3K
|
8.51K
$768K
|
|
|
Apr 08, 2021
Q1 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-357- 8.73% |
$23.4K - $25.4K
|
3.73K
$337K
|
|
|
Sep 08, 2021
Q1 2021
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-400Closed |
$26.2K - $28.5K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-450Closed |
$29.5K - $32.1K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-485- 2.42% |
$31.8K - $34.6K
|
19.5K
$1.76M
|
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-500Closed |
$32.8K - $35.6K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-500Closed |
$32.8K - $35.6K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-530- 10.37% |
$34.8K - $37.8K
|
4.58K
$413K
|
|
|
Apr 23, 2021
Q1 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-689- 16.62% |
$45.2K - $49.1K
|
3.46K
$312K
|
|
|
May 12, 2021
Q1 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-743- 2.39% |
$48.7K - $52.9K
|
30.4K
$2.74M
|
|
|
Apr 30, 2021
Q1 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-749- 48.54% |
$49.1K - $53.4K
|
794
$71.6K
|
|
|
Apr 30, 2021
Q1 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-807- 5.65% |
$52.9K - $57.5K
|
13.5K
$1.22M
|
|
|
May 11, 2021
Q1 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-857Closed |
$56.2K - $61.1K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-955- 9.48% |
$62.7K - $68.1K
|
9.12K
$822K
|
|
|
May 13, 2021
Q1 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-1K- 17.28% |
$65.7K - $71.4K
|
4.8K
$433K
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.05K- 12.81% |
$69K - $75K
|
7.16K
$646K
|
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-1.1K- 26.63% |
$72.2K - $78.4K
|
3.03K
$273K
|
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-1.17K- 21.12% |
$76.8K - $83.4K
|
4.37K
$394K
|
|
|
Apr 27, 2021
Q1 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.18K- 23.4% |
$77.3K - $83.9K
|
3.86K
$348K
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.34K- 9.09% |
$87.6K - $95.1K
|
13.4K
$1.2M
|
|
|
Apr 27, 2021
Q1 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.34K- 14.75% |
$87.6K - $95.1K
|
7.72K
$696K
|
|
|
May 13, 2021
Q1 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.36K- 14.41% |
$89.2K - $96.8K
|
8.08K
$728K
|
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.38K- 2.45% |
$90.7K - $98.5K
|
55K
$4.97M
|
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
SELL
|
- |
-1.48K- 1.67% |
$97.1K - $105K
|
87.4K
$7.88M
|
|
|
May 14, 2021
Q1 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.52K- 9.96% |
$99.7K - $108K
|
13.7K
$1.24M
|
|
|
Apr 19, 2021
Q1 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.56K- 10.59% |
$102K - $111K
|
13.1K
$1.19M
|
|
|
May 11, 2021
Q1 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-1.69K- 25.65% |
$111K - $121K
|
4.9K
$442K
|
|
|
Apr 22, 2021
Q1 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.7K- 3.5% |
$111K - $121K
|
46.8K
$4.22M
|