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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.57K+ 8.92% |
$110K - $120K
|
19.1K
$1.65M
|
|
Apr 10, 2023
Q1 2023
|
Bcs Wealth Management
|
BUY
|
- |
1.51K+ 48.73% |
$107K - $116K
|
4.62K
$399K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.51K+ 13.49% |
$107K - $116K
|
12.7K
$1.1M
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.51KNew |
$107K - $116K
|
1.51K
$131K
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.5K+ 18.9% |
$106K - $115K
|
9.42K
$814K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.44K+ 7.74% |
$101K - $110K
|
20K
$1.73M
|
|
May 05, 2023
Q1 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.32K+ 2.46% |
$93.2K - $101K
|
55.1K
$4.76M
|
|
Apr 10, 2023
Q1 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.3K+ 3.83% |
$91.8K - $99.9K
|
35.3K
$3.05M
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.21KNew |
$85.6K - $93.1K
|
1.21K
$105K
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.21K+ 3.75% |
$84.9K - $92.4K
|
33.4K
$2.88M
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
1.2K+ 30.24% |
$84.6K - $92K
|
5.17K
$446K
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.19K+ 3.08% |
$84.1K - $91.5K
|
39.9K
$3.45M
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
BUY
|
- |
1.14K+ 14.62% |
$80.4K - $87.5K
|
8.95K
$773K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.11KNew |
$78.4K - $85.3K
|
1.11K
$96.1K
|
|
May 01, 2023
Q1 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
967+ 5.7% |
$68.1K - $74.2K
|
17.9K
$1.55M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
919+ 6.88% |
$64.8K - $70.5K
|
14.3K
$1.23M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
898+ 0.64% |
$63.3K - $68.9K
|
142K
$12.3M
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
810+ 30.28% |
$57.1K - $62.1K
|
3.49K
$301K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
751+ 5.35% |
$52.9K - $57.6K
|
14.8K
$1.28M
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
749+ 1.84% |
$52.8K - $57.4K
|
41.4K
$3.57M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
717+ 7.7% |
$50.5K - $55K
|
10K
$867K
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
706+ 467.55% |
$49.8K - $54.1K
|
857
$74K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
706+ 1.61% |
$49.8K - $54.1K
|
44.6K
$3.85M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
677New |
$47.7K - $51.9K
|
677
$58.5K
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
611+ 1566.67% |
$43.1K - $46.9K
|
650
$56.2K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
608+ 5.5% |
$42.8K - $46.6K
|
11.7K
$1.01M
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
602+ 0.76% |
$42.4K - $46.2K
|
79.5K
$6.87M
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
568+ 1.94% |
$40K - $43.6K
|
29.9K
$2.58M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
540+ 2.68% |
$38.1K - $41.4K
|
20.7K
$1.79M
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
537+ 244.09% |
$37.8K - $41.2K
|
757
$65.4K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
515+ 4.87% |
$36.3K - $39.5K
|
11.1K
$958K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
446+ 1.12% |
$31.4K - $34.2K
|
40.1K
$3.46M
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
436+ 2.24% |
$30.7K - $33.4K
|
19.9K
$1.72M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
435New |
$30.7K - $33.4K
|
435
$37.6K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
432+ 0.99% |
$30.4K - $33.1K
|
44K
$3.8M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
395+ 19.85% |
$27.8K - $30.3K
|
2.39K
$206K
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
394+ 5.03% |
$27.8K - $30.2K
|
8.23K
$711K
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
389+ 6.7% |
$27.4K - $29.8K
|
6.2K
$535K
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
366+ 0.83% |
$25.8K - $28.1K
|
44.7K
$3.86M
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
360+ 0.93% |
$25.4K - $27.6K
|
39.2K
$3.39M
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
330+ 2.48% |
$23.3K - $25.3K
|
13.6K
$1.18M
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
329New |
$23.2K - $25.2K
|
329
$28.4K
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
275+ 0.99% |
$19.4K - $21.1K
|
27.9K
$2.41M
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
272New |
$19.2K - $20.9K
|
272
$23.5K
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
235+ 0.58% |
$16.6K - $18K
|
40.7K
$3.52M
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
233New |
$16.4K - $17.9K
|
233
$20.1K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
190+ 4.36% |
$13.4K - $14.6K
|
4.55K
$393K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
165New |
$11.6K - $12.7K
|
165
$14.3K
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
152+ 1.88% |
$10.7K - $11.7K
|
8.26K
$713K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
120New |
$8.46K - $9.2K
|
120
$10.4K
|