Purchases and Sales Made in Q1 2023 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2023. 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 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.6K+ 9.59% |
$1.38M - $1.5M
|
224K
$19.3M
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
19.5K+ 134.07% |
$1.38M - $1.5M
|
34.1K
$2.95M
|
|
|
May 02, 2023
Q1 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
19.3K+ 9.85% |
$1.36M - $1.48M
|
215K
$18.6M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.6K+ 22.26% |
$1.31M - $1.43M
|
102K
$8.83M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
17.6KNew |
$1.24M - $1.35M
|
17.6K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16.8K+ 1101.18% |
$1.19M - $1.29M
|
18.4K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
16.1K+ 100825.0% |
$1.14M - $1.24M
|
16.1K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
15.8K+ 29.83% |
$1.11M - $1.21M
|
68.8K
$5.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15.4K+ 17.97% |
$1.08M - $1.18M
|
101K
$8.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
BUY
|
- |
15.1K+ 14.44% |
$1.06M - $1.16M
|
120K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
14.9K+ 46.35% |
$1.05M - $1.14M
|
46.9K
$4.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
14.8K+ 9.54% |
$1.04M - $1.13M
|
170K
$14.7M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.3K+ 2.54% |
$1.01M - $1.1M
|
578K
$50M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
13.8K+ 30.73% |
$972K - $1.06M
|
58.7K
$5.07M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
13.8K+ 30.73% |
$972K - $1.06M
|
58.7K
$5.07M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.8K+ 21.6% |
$834K - $907K
|
66.6K
$5.75M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
11.6K+ 19.99% |
$814K - $886K
|
69.3K
$5.99M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5K+ 2.9% |
$810K - $882K
|
408K
$35.3M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
11.3K+ 24.65% |
$795K - $865K
|
57.1K
$4.93M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11K+ 4.67% |
$778K - $847K
|
247K
$21.4M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11K+ 9.09% |
$772K - $840K
|
131K
$11.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
10.9K+ 13.59% |
$770K - $838K
|
91.3K
$7.89M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.9K+ 49.68% |
$769K - $837K
|
32.9K
$2.84M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10KNew |
$705K - $767K
|
10K
$865K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.82K+ 10.77% |
$692K - $753K
|
101K
$8.73M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.5K+ 88.91% |
$599K - $652K
|
18.1K
$1.56M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
8.47K+ 17.81% |
$597K - $650K
|
56K
$4.84M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.01K+ 168.94% |
$565K - $614K
|
12.8K
$1.1M
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
BUY
|
- |
7.97K+ 7.11% |
$561K - $611K
|
120K
$10.4M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
7.93K+ 52.26% |
$559K - $608K
|
23.1K
$2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.32KNew |
$515K - $561K
|
7.32K
$632K
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6.73K+ 6.11% |
$474K - $516K
|
117K
$10.1M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.59K+ 13.23% |
$465K - $506K
|
56.4K
$4.88M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
6.3K+ 117.77% |
$444K - $483K
|
11.7K
$1.01M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.25KNew |
$440K - $479K
|
6.25K
$540K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5.88K+ 6.35% |
$414K - $451K
|
98.5K
$8.51M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.77K+ 166.94% |
$407K - $443K
|
9.23K
$797K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.41K+ 6.31% |
$382K - $415K
|
91.2K
$7.87M
|
|
|
May 12, 2023
Q1 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
5.41KNew |
$381K - $415K
|
5.41K
$468K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.39K+ 5.19% |
$380K - $414K
|
109K
$9.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.15K+ 2.28% |
$363K - $395K
|
231K
$20M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
5.14K+ 1.42% |
$362K - $394K
|
368K
$31.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.91K+ 0.26% |
$346K - $377K
|
1.89M
$163M
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.88KNew |
$344K - $374K
|
4.88K
$422K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.74KNew |
$334K - $364K
|
4.74K
$409K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
4.71KNew |
$332K - $361K
|
4.71K
$407K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.7KNew |
$331K - $360K
|
4.7K
$406K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.69K+ 11.96% |
$330K - $360K
|
43.9K
$3.79M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.46K+ 64.41% |
$315K - $342K
|
11.4K
$984K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.34K+ 156.36% |
$306K - $333K
|
7.11K
$615K
|