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 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-257- 1.27% |
$22.2K - $23.5K
|
20K
$1.73M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-286- 0.09% |
$24.7K - $26.1K
|
302K
$26.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-335- 1.04% |
$28.9K - $30.6K
|
31.9K
$2.76M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-424- 0.46% |
$36.6K - $38.7K
|
91.3K
$7.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-441- 8.0% |
$38.1K - $40.3K
|
5.07K
$439K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-484- 50.42% |
$41.8K - $44.2K
|
476
$41.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-500- 11.24% |
$43.2K - $45.7K
|
3.95K
$342K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-557- 2.67% |
$48.1K - $50.9K
|
20.3K
$1.76M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-797- 15.5% |
$68.9K - $72.8K
|
4.35K
$376K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-821- 1.34% |
$70.9K - $75K
|
60.4K
$5.23M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-843- 5.22% |
$72.8K - $77K
|
15.3K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-935- 14.61% |
$80.8K - $85.4K
|
5.47K
$473K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.09K- 30.34% |
$94.1K - $99.5K
|
2.5K
$216K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.22K- 2.17% |
$106K - $112K
|
55.1K
$4.77M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 5.26% |
$112K - $119K
|
23.4K
$2.03M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.81K- 8.72% |
$156K - $165K
|
18.9K
$1.64M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.83K- 37.01% |
$158K - $167K
|
3.11K
$269K
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.05K- 3.44% |
$177K - $187K
|
57.4K
$4.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.07K- 8.94% |
$179K - $189K
|
21.1K
$1.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.12K- 33.45% |
$183K - $194K
|
4.22K
$366K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.29K- 7.27% |
$198K - $209K
|
29.3K
$2.53M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.31K- 9.48% |
$200K - $211K
|
22.1K
$1.91M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.78K- 15.4% |
$240K - $254K
|
15.3K
$1.32M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.96K- 5.81% |
$256K - $271K
|
48K
$4.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.98K- 6.37% |
$257K - $272K
|
43.8K
$3.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.03K- 37.59% |
$262K - $277K
|
5.03K
$435K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.72K- 38.83% |
$321K - $340K
|
5.86K
$507K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.76K- 5.11% |
$324K - $343K
|
69.7K
$6.04M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 56.84% |
$360K - $380K
|
3.16K
$274K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.22K- 8.83% |
$365K - $385K
|
43.6K
$3.77M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.84K- 9.72% |
$418K - $442K
|
44.9K
$3.89M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.43K- 6.97% |
$469K - $496K
|
72.5K
$6.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5.95K- 43.17% |
$514K - $543K
|
7.83K
$678K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-9.76K- 2.03% |
$843K - $892K
|
472K
$40.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.9K- 22.36% |
$1.2M - $1.27M
|
48.1K
$4.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-20.1K- 52.23% |
$1.74M - $1.84M
|
18.4K
$1.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-858K- 98.88% |
$74.1M - $78.4M
|
9.68K
$838K
|