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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
4.9K+ 1.92% |
$423K - $447K
|
260K
$23.7M
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.86KNew |
$419K - $444K
|
4.86K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.85KNew |
$419K - $443K
|
4.85K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.71KNew |
$407K - $430K
|
4.71K
$429K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
4.57K+ 6.2% |
$395K - $418K
|
78.3K
$7.14M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.27K+ 106.69% |
$369K - $390K
|
8.28K
$755K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.25K+ 17.15% |
$367K - $388K
|
29K
$2.64M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.21K+ 3.13% |
$364K - $385K
|
139K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
4.16K+ 38.24% |
$359K - $380K
|
15K
$1.37M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
4.12KNew |
$356K - $376K
|
4.12K
$375K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.82K+ 2.48% |
$330K - $349K
|
158K
$14.4M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.75K+ 3.8% |
$324K - $342K
|
102K
$9.34M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
3.55K+ 3.36% |
$307K - $325K
|
109K
$9.97M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.34K+ 114.17% |
$289K - $305K
|
6.27K
$572K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.29K+ 4.08% |
$284K - $300K
|
83.8K
$7.64M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.14K+ 73.0% |
$272K - $287K
|
7.45K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.09K+ 16.05% |
$267K - $282K
|
22.3K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.08K+ 25.17% |
$266K - $281K
|
15.3K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.76K+ 93.87% |
$238K - $252K
|
5.69K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.72KNew |
$235K - $249K
|
2.72K
$248K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.6K+ 3.02% |
$225K - $238K
|
88.7K
$8.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.51K+ 21.79% |
$217K - $229K
|
14K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
2.49KNew |
$215K - $228K
|
2.49K
$227K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$206K - $218K
|
2.38K
$217K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.33KNew |
$201K - $213K
|
2.33K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.33K+ 24.16% |
$201K - $213K
|
12K
$1.09M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.29K+ 1.43% |
$197K - $209K
|
162K
$14.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.24KNew |
$193K - $204K
|
2.24K
$204K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
2.24KNew |
$193K - $204K
|
2.24K
$204K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.23KNew |
$193K - $204K
|
2.23K
$204K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
2.08K+ 23.63% |
$179K - $190K
|
10.9K
$990K
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.06K+ 16.38% |
$178K - $188K
|
14.6K
$1.34M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.01K+ 13.44% |
$174K - $184K
|
17K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.92K+ 3.12% |
$166K - $176K
|
63.6K
$5.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.88K+ 3.83% |
$162K - $172K
|
50.9K
$4.65M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.86K+ 3.94% |
$160K - $169K
|
49K
$4.46M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
1.73K+ 51.39% |
$150K - $158K
|
5.11K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.71KNew |
$147K - $156K
|
1.71K
$156K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.65K+ 1.71% |
$142K - $150K
|
98.2K
$8.96M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
1.59K+ 36.11% |
$138K - $146K
|
6K
$548K
|
|
|
Apr 17, 2025
Q1 2025
|
Lynch & Associates
|
BUY
|
- |
1.53K+ 25.03% |
$132K - $140K
|
7.63K
$696K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
1.4K+ 275.25% |
$121K - $128K
|
1.91K
$174K
|
|
|
May 07, 2025
Q1 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
1.4K+ 2.53% |
$121K - $128K
|
56.6K
$5.16M
|
|
|
Apr 11, 2025
Q1 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.36K+ 6.52% |
$117K - $124K
|
22.2K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.34KNew |
$115K - $122K
|
1.34K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.27K+ 2.5% |
$110K - $116K
|
52K
$4.74M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
1.25K+ 12.7% |
$108K - $114K
|
11K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.21K+ 1.21% |
$104K - $110K
|
101K
$9.2M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
1.1KNew |
$94.8K - $100K
|
1.1K
$100K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.03KNew |
$88.9K - $94K
|
1.03K
$93.8K
|