Purchases and Sales Made in Q1 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2022. 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 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.3K+ 8.34% |
$981K - $1.12M
|
173K
$15M
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
12.7KNew |
$935K - $1.07M
|
12.7K
$1.1M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
12.6KNew |
$926K - $1.06M
|
12.6K
$1.09M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
12.5K+ 19.0% |
$919K - $1.05M
|
78.3K
$6.76M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
12.4K+ 21.09% |
$910K - $1.04M
|
71.1K
$6.14M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.8K+ 16.55% |
$866K - $987K
|
82.9K
$7.17M
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.8K+ 34.59% |
$866K - $987K
|
45.8K
$3.96M
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
11K+ 34.31% |
$810K - $923K
|
43.1K
$3.73M
|
|
|
Jan 19, 2024
Q1 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
10.3K+ 25.26% |
$755K - $861K
|
50.9K
$4.4M
|
|
|
Apr 26, 2022
Q1 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
10KNew |
$736K - $839K
|
10K
$865K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
9.84K+ 10.56% |
$724K - $825K
|
103K
$8.9M
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
9.8K+ 3.75% |
$720K - $821K
|
271K
$23.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
9.55KNew |
$702K - $800K
|
9.55K
$825K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.28K+ 30.06% |
$683K - $778K
|
40.2K
$3.47M
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
8.69K+ 10.51% |
$639K - $728K
|
91.3K
$7.89M
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
8.3KNew |
$611K - $696K
|
8.3K
$717K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7.91K+ 42.9% |
$581K - $663K
|
26.3K
$2.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.74K+ 11.56% |
$569K - $649K
|
74.7K
$6.46M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
7.1K+ 3.62% |
$522K - $595K
|
203K
$17.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.05K+ 3.23% |
$518K - $591K
|
226K
$19.5M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.97KNew |
$513K - $584K
|
6.97K
$602K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
6.86K+ 10.51% |
$504K - $575K
|
72.1K
$6.23M
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.39K+ 4.12% |
$470K - $535K
|
161K
$13.9M
|
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
5.73K+ 9.55% |
$421K - $480K
|
65.7K
$5.68M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.55K+ 5.44% |
$408K - $465K
|
108K
$9.3M
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
5.54KNew |
$408K - $465K
|
5.54K
$479K
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.12K+ 5.28% |
$377K - $429K
|
102K
$8.82M
|
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5.02K+ 7.07% |
$369K - $421K
|
76.1K
$6.57M
|
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4.99K+ 6.02% |
$367K - $418K
|
87.8K
$7.59M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
4.96K+ 4.93% |
$364K - $415K
|
105K
$9.11M
|
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
4.83KNew |
$355K - $405K
|
4.83K
$418K
|
|
|
Apr 12, 2022
Q1 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
4.75K+ 55.63% |
$350K - $398K
|
13.3K
$1.15M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.64K+ 2.63% |
$341K - $389K
|
181K
$15.6M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4.4K+ 6.34% |
$324K - $369K
|
73.8K
$6.37M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.4K+ 148.3% |
$324K - $369K
|
7.37K
$636K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
4.37K+ 6.51% |
$321K - $366K
|
71.4K
$6.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.27K+ 11.06% |
$314K - $358K
|
42.9K
$3.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4.25K+ 11.69% |
$313K - $356K
|
40.6K
$3.51M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.08K+ 42.06% |
$300K - $342K
|
13.8K
$1.19M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.03K+ 5.24% |
$296K - $338K
|
80.9K
$6.99M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
4KNew |
$294K - $335K
|
4K
$345K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
3.86K+ 7.52% |
$284K - $324K
|
55.2K
$4.77M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
3.73K+ 9.21% |
$274K - $312K
|
44.2K
$3.82M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.72K+ 5.79% |
$274K - $312K
|
67.9K
$5.87M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
3.7K+ 1.35% |
$272K - $310K
|
277K
$23.9M
|
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.6KNew |
$264K - $301K
|
3.6K
$311K
|
|
|
May 16, 2022
Q1 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
3.46KNew |
$254K - $290K
|
3.46K
$299K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.43K+ 12.05% |
$252K - $287K
|
31.9K
$2.75M
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
3.37K+ 89.53% |
$248K - $282K
|
7.13K
$616K
|
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
3.28K+ 2.28% |
$242K - $275K
|
147K
$12.7M
|