Purchases and Sales Made in Q1 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2025. 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 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.86M+ 503.23% |
$161M - $170M
|
2.23M
$204M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47MNew |
$127M - $134M
|
1.47M
$134M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
858K+ 9212.29% |
$74.1M - $78.4M
|
868K
$79.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
426KNew |
$36.8M - $38.9M
|
426K
$38.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
404K+ 1514.94% |
$34.9M - $36.9M
|
431K
$39.3M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
199KNew |
$17.2M - $18.2M
|
199K
$18.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
189K+ 200.03% |
$16.3M - $17.3M
|
283K
$25.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
122K+ 1.61% |
$10.5M - $11.1M
|
7.66M
$699M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
116K+ 96.88% |
$10M - $10.6M
|
236K
$21.5M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
101KNew |
$8.69M - $9.19M
|
101K
$9.18M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87.2K+ 263.63% |
$7.54M - $7.97M
|
120K
$11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
79.3KNew |
$6.85M - $7.24M
|
79.3K
$7.23M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69K+ 5.73% |
$5.96M - $6.31M
|
1.27M
$116M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
68.4KNew |
$5.91M - $6.25M
|
68.4K
$6.24M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
65K+ 96956.72% |
$5.61M - $5.93M
|
65K
$5.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
47.2K+ 12.77% |
$4.08M - $4.32M
|
417K
$38M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.1K+ 131.97% |
$4.07M - $4.31M
|
82.9K
$7.56M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
40.7KNew |
$3.52M - $3.72M
|
40.7K
$3.71M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
37.3KNew |
$3.22M - $3.4M
|
37.3K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
31.9K+ 195.81% |
$2.76M - $2.92M
|
48.2K
$4.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.7K+ 16.01% |
$2.4M - $2.53M
|
201K
$18.3M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
27.4KNew |
$2.37M - $2.5M
|
27.4K
$2.5M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26.9K+ 90.75% |
$2.32M - $2.45M
|
56.5K
$5.15M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.7K+ 4.94% |
$1.87M - $1.98M
|
460K
$42M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
21.2K+ 22.1% |
$1.83M - $1.94M
|
117K
$10.7M
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.4KNew |
$1.59M - $1.68M
|
18.4K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14.7KNew |
$1.27M - $1.35M
|
14.7K
$1.34M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.8KNew |
$1.19M - $1.26M
|
13.8K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
13.7K+ 43.19% |
$1.18M - $1.25M
|
45.3K
$4.13M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
13.2K+ 13.8% |
$1.14M - $1.21M
|
109K
$9.94M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
12.1K+ 8.76% |
$1.05M - $1.11M
|
150K
$13.7M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11.9K+ 4.85% |
$1.03M - $1.09M
|
258K
$23.5M
|
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.8K+ 7.59% |
$1.02M - $1.07M
|
167K
$15.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
11.6K+ 5.55% |
$1M - $1.06M
|
221K
$20.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
11K+ 8.09% |
$951K - $1.01M
|
147K
$13.4M
|
|
|
May 01, 2025
Q1 2025
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
9.3K+ 172.0% |
$803K - $849K
|
14.7K
$1.34M
|
|
|
May 06, 2025
Q1 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.95K+ 3.12% |
$773K - $818K
|
296K
$27M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
8.83K+ 145.69% |
$763K - $807K
|
14.9K
$1.36M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
8.43KNew |
$728K - $770K
|
8.43K
$769K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.92K+ 93.57% |
$684K - $723K
|
16.4K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.91K+ 21.09% |
$683K - $722K
|
45.4K
$4.14M
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
BUY
|
- |
7.38K+ 2.34% |
$637K - $674K
|
322K
$29.4M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
7.26K+ 15.01% |
$627K - $663K
|
55.6K
$5.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
7.04KNew |
$608K - $643K
|
7.04K
$642K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
6.78K+ 7.22% |
$585K - $619K
|
101K
$9.18M
|
|
|
May 15, 2025
Q1 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
5.64K+ 2.54% |
$487K - $515K
|
228K
$20.8M
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
5.39KNew |
$465K - $492K
|
5.39K
$491K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
5.2KNew |
$449K - $475K
|
5.2K
$474K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.11KNew |
$442K - $467K
|
5.11K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.05KNew |
$436K - $461K
|
5.05K
$460K
|