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 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-2.05K- 3.97% |
$144K - $157K
|
49.5K
$4.28M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.06K- 16.29% |
$145K - $158K
|
10.6K
$913K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.06K- 0.49% |
$145K - $158K
|
416K
$35.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-2.13K- 2.82% |
$150K - $163K
|
73.4K
$6.34M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.2K- 20.09% |
$155K - $168K
|
8.73K
$754K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.26K- 23.71% |
$159K - $173K
|
7.27K
$628K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-2.44K- 44.24% |
$172K - $187K
|
3.07K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.45K- 7.74% |
$173K - $188K
|
29.2K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 2.01% |
$177K - $193K
|
123K
$10.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.56K- 4.12% |
$181K - $197K
|
59.6K
$5.15M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.63K- 5.43% |
$185K - $201K
|
45.7K
$3.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.75K- 50.0% |
$194K - $211K
|
2.75K
$238K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.77K- 14.75% |
$195K - $212K
|
16K
$1.38M
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.91K- 1.53% |
$205K - $223K
|
188K
$16.2M
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.06K- 10.47% |
$216K - $235K
|
26.2K
$2.26M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.07K- 7.6% |
$216K - $235K
|
37.3K
$3.23M
|
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.25K- 14.7% |
$229K - $249K
|
18.9K
$1.63M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.73K- 46.49% |
$263K - $286K
|
4.29K
$371K
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.15K- 13.46% |
$292K - $318K
|
26.7K
$2.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-4.42K- 9.78% |
$311K - $339K
|
40.8K
$3.52M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.44K- 25.77% |
$313K - $341K
|
12.8K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.65K- 8.85% |
$327K - $356K
|
47.9K
$4.13M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-4.81K- 18.2% |
$339K - $369K
|
21.6K
$1.87M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-4.82K- 8.66% |
$340K - $370K
|
50.9K
$4.39M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5K- 30.51% |
$353K - $384K
|
11.4K
$984K
|
|
|
Apr 17, 2023
Q1 2023
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-5.12K- 9.73% |
$361K - $392K
|
47.5K
$4.1M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.16K- 2.52% |
$364K - $396K
|
199K
$17.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-5.83K- 20.86% |
$411K - $447K
|
22.1K
$1.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-7.29K- 8.18% |
$514K - $559K
|
81.9K
$7.07M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-7.75K- 2.01% |
$546K - $594K
|
378K
$32.6M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8.18K- 17.67% |
$577K - $628K
|
38.1K
$3.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.43K- 9.29% |
$594K - $646K
|
82.2K
$7.11M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.46K- 6.31% |
$596K - $649K
|
126K
$10.8M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.72K- 55.08% |
$615K - $669K
|
7.11K
$615K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-9.18K- 4.65% |
$647K - $704K
|
188K
$16.2M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-9.36K- 3.72% |
$660K - $718K
|
242K
$20.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-10.1K- 4.55% |
$713K - $776K
|
212K
$18.3M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-10.7K- 4.24% |
$755K - $821K
|
242K
$20.9M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-11.1K- 70.69% |
$785K - $854K
|
4.62K
$399K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 71.92% |
$802K - $873K
|
4.45K
$384K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.7K- 5.47% |
$825K - $898K
|
202K
$17.5M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-13.3K- 41.68% |
$938K - $1.02M
|
18.6K
$1.61M
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-13.7K- 19.32% |
$968K - $1.05M
|
57.4K
$4.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-13.7K- 86.01% |
$969K - $1.05M
|
2.24K
$193K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-14.6K- 92.62% |
$1.03M - $1.12M
|
1.16K
$100K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-14.7K- 6.54% |
$1.04M - $1.13M
|
211K
$18.2M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-15.2K- 40.76% |
$1.07M - $1.17M
|
22.1K
$1.91M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16K- 66.15% |
$1.13M - $1.22M
|
8.17K
$706K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-16.1K- 99.9% |
$1.14M - $1.24M
|
16
$1.38K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-20.6K- 34.91% |
$1.45M - $1.58M
|
38.5K
$3.32M
|