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 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
957+ 0.79% |
$82.7K - $87.4K
|
123K
$11.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
952+ 7.36% |
$82.2K - $87K
|
13.9K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
925+ 12.41% |
$79.9K - $84.5K
|
8.38K
$764K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
914+ 1.99% |
$79K - $83.5K
|
46.9K
$4.28M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
878+ 2.22% |
$75.9K - $80.2K
|
40.5K
$3.69M
|
|
|
May 14, 2025
Q1 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
871+ 22.88% |
$75.2K - $79.6K
|
4.68K
$427K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
807+ 8.51% |
$69.7K - $73.7K
|
10.3K
$938K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
765+ 7.54% |
$66.1K - $69.9K
|
10.9K
$995K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
754+ 32.65% |
$65.1K - $68.9K
|
3.06K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
753+ 26.21% |
$65.1K - $68.8K
|
3.63K
$331K
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
700+ 29.37% |
$60.5K - $63.9K
|
3.08K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
699+ 4.22% |
$60.4K - $63.9K
|
17.3K
$1.57M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
663+ 10.98% |
$57.3K - $60.6K
|
6.7K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
643+ 3.54% |
$55.5K - $58.7K
|
18.8K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
641+ 2.29% |
$55.4K - $58.6K
|
28.6K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
630+ 1.17% |
$54.4K - $57.6K
|
54.3K
$4.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
629New |
$54.3K - $57.5K
|
629
$57.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
595+ 0.69% |
$51.4K - $54.4K
|
87.3K
$7.96M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
594+ 5.75% |
$51.3K - $54.3K
|
10.9K
$997K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
523+ 8.21% |
$45.2K - $47.8K
|
6.9K
$629K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
498+ 2.48% |
$43K - $45.5K
|
20.5K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
497+ 1.07% |
$42.9K - $45.4K
|
46.9K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
490+ 3.51% |
$42.3K - $44.8K
|
14.5K
$1.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
446+ 3.69% |
$38.5K - $40.7K
|
12.5K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
445+ 0.62% |
$38.4K - $40.7K
|
72.3K
$6.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
443+ 1.7% |
$38.3K - $40.5K
|
26.5K
$2.42M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
420New |
$36.3K - $38.4K
|
420
$38.3K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
414New |
$35.8K - $37.8K
|
414
$37.8K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
408+ 3.76% |
$35.2K - $37.3K
|
11.2K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
393+ 0.77% |
$34K - $35.9K
|
51.3K
$4.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
373+ 3.58% |
$32.2K - $34.1K
|
10.8K
$984K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
340+ 0.11% |
$29.4K - $31.1K
|
305K
$27.8M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
320New |
$27.6K - $29.2K
|
320
$29.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
300+ 2.13% |
$25.9K - $27.4K
|
14.4K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
300+ 0.73% |
$25.9K - $27.4K
|
41.3K
$3.77M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
299+ 4.12% |
$25.8K - $27.3K
|
7.56K
$689K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
298+ 6.71% |
$25.7K - $27.2K
|
4.74K
$432K
|
|
|
Apr 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
272+ 0.33% |
$23.5K - $24.8K
|
82.9K
$7.56M
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
254+ 145.14% |
$21.9K - $23.2K
|
429
$39.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
247+ 8.76% |
$21.3K - $22.6K
|
3.07K
$280K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
237New |
$20.5K - $21.6K
|
237
$21.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
233+ 6.99% |
$20.1K - $21.3K
|
3.57K
$325K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
196+ 19600.0% |
$16.9K - $17.9K
|
197
$18K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
192+ 64.65% |
$16.6K - $17.5K
|
489
$44.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
190+ 1.88% |
$16.4K - $17.4K
|
10.3K
$938K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
183+ 0.59% |
$15.8K - $16.7K
|
30.9K
$2.82M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
170+ 3.6% |
$14.7K - $15.5K
|
4.89K
$446K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
157New |
$13.6K - $14.3K
|
157
$14.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
147+ 0.38% |
$12.7K - $13.4K
|
38.5K
$3.51M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
135New |
$11.7K - $12.3K
|
135
$12.3K
|