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
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.3K+ 37.07% |
$303K - $330K
|
15.9K
$1.43M
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
4.3K+ 22.69% |
$303K - $330K
|
23.2K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.28KNew |
$302K - $328K
|
4.28K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
4.23K+ 4.54% |
$298K - $325K
|
97.4K
$8.76M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
4.14K+ 19.97% |
$292K - $317K
|
24.9K
$2.24M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
4.1K+ 14.73% |
$289K - $314K
|
31.9K
$2.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
4.08KNew |
$288K - $313K
|
4.08K
$367K
|
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
BUY
|
- |
4K+ 8.36% |
$282K - $306K
|
51.8K
$4.65M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.94K+ 2.2% |
$278K - $302K
|
183K
$16.5M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.92KNew |
$276K - $301K
|
3.92K
$353K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
3.92K+ 31.4% |
$276K - $300K
|
16.4K
$1.47M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
3.89K+ 5.58% |
$274K - $298K
|
73.5K
$6.61M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
3.8KNew |
$268K - $292K
|
3.8K
$342K
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
3.78KNew |
$266K - $290K
|
3.78K
$340K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.74K+ 8.18% |
$264K - $287K
|
49.5K
$4.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.7KNew |
$261K - $284K
|
3.7K
$333K
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.61K+ 9.69% |
$255K - $277K
|
40.9K
$3.68M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.61KNew |
$254K - $277K
|
3.61K
$324K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.57K+ 4.13% |
$251K - $274K
|
90K
$8.09M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
3.5K+ 1.23% |
$247K - $268K
|
287K
$25.8M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.45K+ 11.25% |
$243K - $265K
|
34.1K
$3.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.42K+ 12.88% |
$241K - $262K
|
29.9K
$2.69M
|
|
|
Jun 27, 2023
Q1 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.2KNew |
$225K - $245K
|
3.2K
$288K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3K+ 3.05% |
$211K - $230K
|
101K
$9.11M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3K+ 4.35% |
$211K - $230K
|
71.9K
$6.46M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.96K+ 13.64% |
$209K - $227K
|
24.7K
$2.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.92K+ 0.69% |
$205K - $224K
|
426K
$38.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.9K+ 16.42% |
$204K - $222K
|
20.5K
$1.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.77KNew |
$195K - $212K
|
2.77K
$249K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.76KNew |
$194K - $211K
|
2.76K
$248K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
2.73K+ 5.11% |
$192K - $209K
|
56.2K
$5.05M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.69K+ 2.53% |
$190K - $206K
|
109K
$9.82M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.51K+ 0.12% |
$177K - $192K
|
2.06M
$185M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
2.36K+ 24.85% |
$166K - $181K
|
11.9K
$1.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
2.31K+ 4.02% |
$163K - $177K
|
59.7K
$5.37M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.27K+ 1.08% |
$160K - $174K
|
213K
$19.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.19K+ 2.08% |
$154K - $168K
|
108K
$9.67M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
2.07K+ 11.37% |
$146K - $159K
|
20.3K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.07K+ 6.84% |
$146K - $159K
|
32.3K
$2.91M
|
|
|
May 03, 2023
Q1 2023
|
Concentrum Wealth Management
|
BUY
|
- |
2.04K+ 6.72% |
$144K - $156K
|
32.4K
$2.92M
|
|
|
May 09, 2023
Q1 2023
|
1776 Wealth LLC
|
BUY
|
- |
1.9K+ 5.3% |
$134K - $146K
|
37.8K
$3.4M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.78K+ 0.72% |
$125K - $136K
|
247K
$22.2M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.77K+ 202.63% |
$125K - $136K
|
2.65K
$238K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.77K+ 0.42% |
$124K - $135K
|
418K
$37.6M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 2.85% |
$124K - $135K
|
63.3K
$5.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.71K+ 60.91% |
$120K - $131K
|
4.52K
$406K
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1.66K+ 8.2% |
$117K - $127K
|
21.9K
$1.97M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.59K+ 27.9% |
$112K - $122K
|
7.3K
$656K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.58KNew |
$111K - $121K
|
1.58K
$142K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.58K+ 34.8% |
$111K - $121K
|
6.12K
$550K
|