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 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
100New |
$7.05K - $7.67K
|
100
$8.64K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
72+ 1.6% |
$5.07K - $5.52K
|
4.58K
$396K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
72New |
$5.07K - $5.52K
|
72
$6.22K
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
BUY
|
- |
54+ 0.4% |
$3.81K - $4.14K
|
13.5K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
45+ 0.52% |
$3.17K - $3.45K
|
8.68K
$750K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
36+ 0.12% |
$2.54K - $2.76K
|
30.3K
$2.62M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
34+ 6.65% |
$2.4K - $2.61K
|
545
$47.1K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 0.24% |
$1.55K - $1.69K
|
9.3K
$803K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
20New |
$1.41K - $1.53K
|
20
$1.73K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
19+ 0.11% |
$1.34K - $1.46K
|
17.6K
$1.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
19+ 0.18% |
$1.34K - $1.46K
|
10.4K
$897K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
11+ 0.15% |
$775 - $844
|
7.27K
$628K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
10New |
$705 - $767
|
10
$864
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.12% |
$423 - $460
|
5.03K
$434K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
5+ 0.13% |
$352 - $383
|
3.78K
$327K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 19.23% |
$352 - $383
|
31
$2.68K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
4+ 0.14% |
$282 - $307
|
2.78K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1+ 0.01% |
$70.5 - $76.7
|
6.73K
$582K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.06% |
$70.5 - $76.7
|
1.55K
$134K
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
1+ 0.01% |
$70.5 - $76.7
|
12.4K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.02% |
$70.5 - $76.7
|
6.51K
$563K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1- 0.06% |
$70.5 - $76.7
|
1.81K
$157K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-33- 1.14% |
$2.33K - $2.53K
|
2.87K
$248K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-37- 0.06% |
$2.61K - $2.84K
|
58.6K
$5.06M
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-61- 0.66% |
$4.3K - $4.68K
|
9.19K
$794K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-61- 0.33% |
$4.3K - $4.68K
|
18.5K
$1.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-62- 0.31% |
$4.37K - $4.75K
|
20.2K
$1.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-69- 0.2% |
$4.86K - $5.29K
|
34.9K
$3.01M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-73- 1.02% |
$5.14K - $5.6K
|
7.08K
$612K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-90- 6.67% |
$6.34K - $6.9K
|
1.26K
$109K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-91- 0.15% |
$6.41K - $6.98K
|
62.1K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-95- 2.05% |
$6.69K - $7.29K
|
4.54K
$392K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-96- 0.26% |
$6.77K - $7.36K
|
37.5K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-105- 1.33% |
$7.4K - $8.05K
|
7.8K
$673K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-123- 11.63% |
$8.67K - $9.43K
|
935
$80.8K
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-148- 0.13% |
$10.4K - $11.4K
|
111K
$9.55M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-159- 1.33% |
$11.2K - $12.2K
|
11.8K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-161- 1.08% |
$11.3K - $12.3K
|
14.8K
$1.28M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-206- 1.84% |
$14.5K - $15.8K
|
11K
$948K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-240- 0.84% |
$16.9K - $18.4K
|
28.2K
$2.43M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-245- 4.97% |
$17.3K - $18.8K
|
4.68K
$405K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-245- 4.97% |
$17.3K - $18.8K
|
4.68K
$405K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-250- 3.04% |
$17.6K - $19.2K
|
7.99K
$690K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-329- 8.83% |
$23.2K - $25.2K
|
3.4K
$293K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-340- 64.76% |
$24K - $26.1K
|
185
$16K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-392- 8.69% |
$27.6K - $30.1K
|
4.12K
$356K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-400- 10.59% |
$28.2K - $30.7K
|
3.38K
$292K
|