Purchases and Sales Made in Q1 2025 in First Trust Capital Strength E (FTCS)

FTCS Quotes by TradingView

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
Twin City Private Wealth, LLC

Winston Salem, NC
BUY
 -
102
+ 3.23%
$8.81K - $9.32K
3.26K $297K
May 02, 2025 Q1 2025
Transce3nd, LLC

Kyle, TX
BUY
 -
99
+ 133.78%
$8.55K - $9.04K
173 $15.8K
Apr 17, 2025 Q1 2025
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
BUY
 -
77
+ 1.35%
$6.65K - $7.03K
5.77K $526K
Apr 11, 2025 Q1 2025
Insight Advisors, LLC

Newtown, PA
BUY
 -
77
+ 2.34%
$6.65K - $7.03K
3.37K $307K
May 15, 2025 Q1 2025
Fwl Investment Management, LLC

BUY
 -
63
+ 2.82%
$5.44K - $5.76K
2.3K $209K
May 14, 2025 Q1 2025
Country Trust Bank

BUY
 -
60
New
$5.18K - $5.48K
60 $5.47K
May 01, 2025 Q1 2025
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
59
+ 0.08%
$5.1K - $5.39K
75.2K $6.86M
Apr 09, 2025 Q1 2025
American National Bank

BUY
 -
55
New
$4.75K - $5.02K
55 $5.02K
Apr 17, 2025 Q1 2025
Sound Income Strategies, LLC

BUY
 -
52
New
$4.49K - $4.75K
52 $4.74K
May 08, 2025 Q1 2025
Stonebridge Financial Planning Group, LLC

BUY
 -
51
+ 0.32%
$4.41K - $4.66K
15.9K $1.45M
May 02, 2025 Q1 2025
Larson Financial Group LLC

BUY
 -
35
+ 0.69%
$3.02K - $3.2K
5.12K $466K
May 09, 2025 Q1 2025
Chicago Partners Investment Group LLC

BUY
 -
29
+ 0.26%
$2.51K - $2.65K
11K $1M
Apr 30, 2025 Q1 2025
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
25
+ 0.98%
$2.16K - $2.28K
2.59K $236K
May 13, 2025 Q1 2025
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
15
+ 0.15%
$1.3K - $1.37K
10.2K $931K
Apr 09, 2025 Q1 2025
Tl Private Wealth

BUY
 -
14
+ 0.25%
$1.21K - $1.28K
5.59K $510K
Apr 15, 2025 Q1 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
13
+ 0.12%
$1.12K - $1.19K
10.9K $991K
May 13, 2025 Q1 2025
Crux Wealth Advisors

Long Beach, CA
BUY
 -
13
+ 0.2%
$1.12K - $1.19K
6.55K $597K
May 14, 2025 Q1 2025
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
12
+ 0.25%
$1.04K - $1.1K
4.89K $446K
May 19, 2025 Q1 2025
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
12
+ 0.24%
$1.04K - $1.1K
4.94K $451K
Apr 21, 2025 Q1 2025
Barrett & Company, Inc.

Providence, RI
BUY
 -
11
+ 0.02%
$950 - $1K
47.9K $4.37M
Apr 09, 2025 Q1 2025
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
11
+ 0.24%
$950 - $1K
4.51K $412K
May 09, 2025 Q1 2025
Costello Asset Management, Inc

BUY
 -
10
New
$864 - $914
10 $912
May 12, 2025 Q1 2025
Prasad Wealth Partners, LLC

Independence, OH
BUY
 -
9
+ 0.19%
$778 - $822
4.66K $425K
May 12, 2025 Q1 2025
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
7
+ 0.02%
$605 - $639
33.3K $3.03M
May 09, 2025 Q1 2025
Citizens Financial Group Inc

BUY
 -
4
+ 0.06%
$346 - $365
6.55K $598K
Apr 17, 2025 Q1 2025
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
3
+ 0.12%
$259 - $274
2.48K $226K
May 08, 2025 Q1 2025
Novus Advisors, LLC

Greenville, SC
BUY
 -
3
+ 0.11%
$259 - $274
2.69K $245K
May 12, 2025 Q1 2025
Operose Advisors LLC

Milwaukee, WI
BUY
 -
3
+ 0.25%
$259 - $274
1.19K $109K
May 05, 2025 Q1 2025
Formidable Asset Management, LLC

Cincinnati, OH
BUY
 -
3
+ 0.05%
$259 - $274
6.21K $566K
May 02, 2025 Q1 2025
Whittier Trust CO

BUY
 -
2
+ 0.65%
$173 - $183
312 $28.5K
Apr 24, 2025 Q1 2025
Mendel Capital Management LLC

BUY
 -
2
+ 0.09%
$173 - $183
2.3K $209K
Apr 24, 2025 Q1 2025
Money Concepts Capital Corp

BUY
 -
2
+ 0.04%
$173 - $183
5.12K $467K
Apr 02, 2025 Q1 2025
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
2
New
$173 - $183
2 $182
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
1
New
$86.4 - $91.4
1 $91.2
May 08, 2025 Q1 2025
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1
+ 0.02%
$86.4 - $91.4
6.09K $555K
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 13, 2025 Q1 2025
Ever Source Wealth Advisors, LLC

SELL
 -
-1
- 1.96%
$86.4 - $91.4
50 $4.56K
May 13, 2025 Q1 2025
Russell Investments Group, Ltd.

SELL
 -
-10
- 0.88%
$864 - $914
1.12K $102K
Apr 17, 2025 Q1 2025
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-11
- 3.59%
$950 - $1K
295 $26.9K
Apr 17, 2025 Q1 2025
Insigneo Advisory Services, LLC

Miami, FL
SELL
 -
-11
- 0.17%
$950 - $1K
6.58K $600K
May 15, 2025 Q1 2025
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-15
- 0.41%
$1.3K - $1.37K
3.66K $334K
Apr 21, 2025 Q1 2025
Psi Advisors, LLC

SELL
 -
-20
- 2.44%
$1.73K - $1.83K
800 $73K
May 01, 2025 Q1 2025
Mtm Investment Management, LLC

Spartanburg, SC
SELL
 -
-25
- 0.33%
$2.16K - $2.28K
7.56K $690K
May 07, 2025 Q1 2025
First Heartland Consultants, Inc.

SELL
 -
-36
- 0.72%
$3.11K - $3.29K
4.99K $455K
Apr 16, 2025 Q1 2025
American Institute For Advanced Investment Management, LLP

SELL
 -
-39
- 0.53%
$3.37K - $3.56K
7.38K $673K
Apr 28, 2025 Q1 2025
Private Trust CO Na

SELL
 -
-44
- 0.28%
$3.8K - $4.02K
15.6K $1.42M
Apr 22, 2025 Q1 2025
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-50
- 1.42%
$4.32K - $4.57K
3.47K $316K
Apr 21, 2025 Q1 2025
Bay Colony Advisory Group, Inc D

SELL
 -
-50
- 1.12%
$4.32K - $4.57K
4.4K $402K
May 14, 2025 Q1 2025
Tradition Wealth Management, LLC

SELL
 -
-51
- 0.1%
$4.41K - $4.66K
51.9K $4.74M

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