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 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-404- 47.98% |
$34.9K - $36.9K
|
438
$39.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-417- 14.15% |
$36K - $38.1K
|
2.53K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-424- 0.46% |
$36.6K - $38.7K
|
91.3K
$8.33M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-441- 8.0% |
$38.1K - $40.3K
|
5.07K
$462K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-461- 3.51% |
$39.8K - $42.1K
|
12.7K
$1.15M
|
|
|
May 07, 2025
Q1 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-465- 1.55% |
$40.2K - $42.5K
|
29.6K
$2.7M
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-466- 2.65% |
$40.3K - $42.6K
|
17.1K
$1.56M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-484- 50.42% |
$41.8K - $44.2K
|
476
$43.4K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-499- 2.28% |
$43.1K - $45.6K
|
21.3K
$1.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-500- 11.24% |
$43.2K - $45.7K
|
3.95K
$360K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-504- 5.27% |
$43.5K - $46K
|
9.05K
$825K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-534- 0.89% |
$46.1K - $48.8K
|
59.2K
$5.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-542- 10.07% |
$46.8K - $49.5K
|
4.84K
$441K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-557- 2.67% |
$48.1K - $50.9K
|
20.3K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-576- 26.06% |
$49.8K - $52.6K
|
1.63K
$149K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-583- 6.48% |
$50.4K - $53.3K
|
8.41K
$767K
|
|
|
Apr 22, 2025
Q1 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-590- 3.16% |
$51K - $53.9K
|
18.1K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-599- 10.06% |
$51.7K - $54.7K
|
5.35K
$488K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-607- 12.5% |
$52.4K - $55.4K
|
4.25K
$387K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-621- 39.83% |
$53.6K - $56.7K
|
938
$85.5K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-656- 14.75% |
$56.7K - $59.9K
|
3.79K
$346K
|
|
|
May 09, 2025
Q1 2025
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-662- 5.67% |
$57.2K - $60.5K
|
11K
$1.01M
|
|
|
May 08, 2025
Q1 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
SELL
|
- |
-678- 15.99% |
$58.6K - $61.9K
|
3.56K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-700- 2.32% |
$60.5K - $63.9K
|
29.5K
$2.69M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-705- 3.2% |
$60.9K - $64.4K
|
21.3K
$1.95M
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
SELL
|
- |
-749- 22.95% |
$64.7K - $68.4K
|
2.51K
$229K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-753- 1.49% |
$65.1K - $68.8K
|
49.7K
$4.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-754- 22.95% |
$65.1K - $68.9K
|
2.53K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-755- 22.07% |
$65.2K - $69K
|
2.67K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-763- 0.23% |
$65.9K - $69.7K
|
327K
$29.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-797- 15.5% |
$68.9K - $72.8K
|
4.35K
$396K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-810- 19.43% |
$70K - $74K
|
3.36K
$306K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-821- 1.34% |
$70.9K - $75K
|
60.4K
$5.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-843- 5.22% |
$72.8K - $77K
|
15.3K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-863- 4.18% |
$74.6K - $78.8K
|
19.8K
$1.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-866- 1.45% |
$74.8K - $79.1K
|
59K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-867- 4.69% |
$74.9K - $79.2K
|
17.6K
$1.61M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-883- 6.7% |
$76.3K - $80.7K
|
12.3K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-905- 1.24% |
$78.2K - $82.7K
|
72.1K
$6.57M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-935- 14.61% |
$80.8K - $85.4K
|
5.47K
$498K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-950- 82.68% |
$82.1K - $86.8K
|
199
$18.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-961- 4.25% |
$83K - $87.8K
|
21.7K
$1.97M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1K- 9.62% |
$86.5K - $91.4K
|
9.41K
$858K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 4.99% |
$87.6K - $92.6K
|
19.3K
$1.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Moneywise, Inc.
|
SELL
|
- |
-1.02K- 7.71% |
$87.9K - $92.9K
|
12.2K
$1.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.05K- 5.48% |
$90.5K - $95.7K
|
18.1K
$1.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1.07K- 16.58% |
$92.3K - $97.6K
|
5.37K
$490K
|
|
|
May 06, 2025
Q1 2025
|
Forge Financial Services LLC
Edmond, OK |
SELL
|
- |
-1.08K- 3.0% |
$93.3K - $98.7K
|
34.9K
$3.18M
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.08K- 9.7% |
$93.6K - $98.9K
|
10.1K
$919K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.09K- 30.34% |
$94.1K - $99.5K
|
2.5K
$228K
|