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 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.13K- 1.83% |
$97.9K - $103K
|
60.7K
$5.53M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.14K- 3.78% |
$98.7K - $104K
|
29.1K
$2.65M
|
|
|
May 12, 2025
Q1 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.19K- 7.23% |
$102K - $108K
|
15.2K
$1.39M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.19K- 3.21% |
$103K - $108K
|
35.8K
$3.26M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.22K- 31.32% |
$105K - $111K
|
2.66K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.22K- 2.17% |
$106K - $112K
|
55.1K
$5.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.25K- 23.34% |
$108K - $114K
|
4.11K
$374K
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.27K- 5.79% |
$110K - $116K
|
20.6K
$1.88M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.28K- 17.86% |
$111K - $117K
|
5.89K
$537K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.3K- 5.26% |
$112K - $119K
|
23.4K
$2.14M
|
|
|
Apr 30, 2025
Q1 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.32K- 5.16% |
$114K - $121K
|
24.2K
$2.21M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.35K- 14.74% |
$116K - $123K
|
7.78K
$709K
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.37K- 3.7% |
$118K - $125K
|
35.6K
$3.24M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.39K- 5.67% |
$120K - $127K
|
23.2K
$2.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-1.43K- 4.06% |
$123K - $130K
|
33.8K
$3.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-1.47K- 14.71% |
$127K - $134K
|
8.51K
$776K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.5K- 40.04% |
$130K - $137K
|
2.25K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-1.59K- 31.05% |
$138K - $146K
|
3.54K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.62K- 34.04% |
$140K - $148K
|
3.13K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-1.63K- 13.65% |
$141K - $149K
|
10.3K
$939K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.72K- 5.71% |
$149K - $157K
|
28.4K
$2.59M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.77K- 3.9% |
$153K - $162K
|
43.7K
$3.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.81K- 8.72% |
$156K - $165K
|
18.9K
$1.73M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-1.83K- 37.01% |
$158K - $167K
|
3.11K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.83K- 6.98% |
$158K - $167K
|
24.4K
$2.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.86K- 8.49% |
$161K - $170K
|
20.1K
$1.83M
|
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-2.03K- 8.57% |
$175K - $185K
|
21.6K
$1.97M
|
|
|
Apr 21, 2025
Q1 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.05K- 3.44% |
$177K - $187K
|
57.4K
$5.24M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.05K- 11.47% |
$177K - $187K
|
15.8K
$1.44M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-2.05K- 40.64% |
$177K - $187K
|
2.99K
$273K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-2.07K- 8.94% |
$179K - $189K
|
21.1K
$1.92M
|
|
|
Apr 15, 2025
Q1 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-2.12K- 33.45% |
$183K - $194K
|
4.22K
$385K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.14K- 80.74% |
$185K - $195K
|
510
$46.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.16K- 5.56% |
$186K - $197K
|
36.7K
$3.34M
|
|
|
May 07, 2025
Q1 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-2.17K- 4.99% |
$188K - $199K
|
41.4K
$3.77M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2.2K- 12.27% |
$190K - $201K
|
15.7K
$1.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.29K- 7.27% |
$198K - $209K
|
29.3K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.31K- 5.71% |
$199K - $211K
|
38K
$3.47M
|
|
|
Apr 15, 2025
Q1 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-2.31K- 9.48% |
$200K - $211K
|
22.1K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.37K- 17.24% |
$205K - $217K
|
11.4K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.39K- 17.99% |
$206K - $218K
|
10.9K
$993K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.47K- 11.78% |
$213K - $225K
|
18.5K
$1.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-2.58K- 2.15% |
$223K - $236K
|
117K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-2.7K- 6.11% |
$234K - $247K
|
41.5K
$3.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.78K- 15.4% |
$240K - $254K
|
15.3K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-2.87K- 4.84% |
$248K - $262K
|
56.4K
$5.14M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
SELL
|
- |
-2.87K- 16.39% |
$248K - $262K
|
14.6K
$1.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.96K- 5.81% |
$256K - $271K
|
48K
$4.38M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.98K- 6.37% |
$257K - $272K
|
43.8K
$3.99M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-2.98K- 10.21% |
$257K - $272K
|
26.2K
$2.39M
|