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
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.01K- 6.62% |
$260K - $275K
|
42.5K
$3.87M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-3.03K- 37.59% |
$262K - $277K
|
5.03K
$459K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.06K- 48.08% |
$265K - $280K
|
3.31K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-3.24K- 7.48% |
$280K - $296K
|
40.1K
$3.65M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.41K- 10.06% |
$295K - $312K
|
30.5K
$2.78M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.47K- 39.61% |
$300K - $317K
|
5.3K
$483K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-3.62K- 8.42% |
$312K - $330K
|
39.3K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3.7K- 12.33% |
$319K - $338K
|
26.3K
$2.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-3.72K- 38.83% |
$321K - $340K
|
5.86K
$535K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.75K- 5.79% |
$324K - $343K
|
61.1K
$5.57M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.76K- 5.11% |
$324K - $343K
|
69.7K
$6.36M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-3.93K- 4.09% |
$339K - $359K
|
92.1K
$8.4M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.02K- 41.86% |
$347K - $367K
|
5.58K
$509K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.11K- 20.34% |
$355K - $376K
|
16.1K
$1.47M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.16K- 4.4% |
$359K - $380K
|
90.2K
$8.23M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-4.16K- 56.84% |
$360K - $380K
|
3.16K
$288K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-4.22K- 8.83% |
$365K - $385K
|
43.6K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-4.29K- 4.0% |
$371K - $392K
|
103K
$9.39M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.56K- 12.75% |
$394K - $417K
|
31.2K
$2.85M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-4.84K- 9.72% |
$418K - $442K
|
44.9K
$4.1M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.89K- 4.36% |
$422K - $447K
|
107K
$9.78M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.95K- 56.3% |
$428K - $452K
|
3.84K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-5.16K- 58.22% |
$446K - $472K
|
3.71K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-5.2K- 32.19% |
$449K - $475K
|
11K
$999K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-5.28K- 14.69% |
$456K - $482K
|
30.6K
$2.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.43K- 6.97% |
$469K - $496K
|
72.5K
$6.61M
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-5.95K- 43.17% |
$514K - $543K
|
7.83K
$714K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-6.06K- 31.69% |
$524K - $554K
|
13.1K
$1.19M
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-6.31K- 9.44% |
$545K - $577K
|
60.6K
$5.52M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.46K- 8.03% |
$558K - $590K
|
74K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.51K- 3.89% |
$562K - $595K
|
161K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.74K- 6.06% |
$582K - $616K
|
104K
$9.53M
|
|
|
May 01, 2025
Q1 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.05K- 1.84% |
$609K - $644K
|
375K
$34.2M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-7.35K- 18.4% |
$635K - $671K
|
32.6K
$2.97M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-8.37K- 41.2% |
$723K - $764K
|
11.9K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-8.55K- 63.81% |
$739K - $781K
|
4.85K
$442K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.84K- 3.71% |
$764K - $808K
|
230K
$20.9M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9.31K- 15.26% |
$804K - $850K
|
51.7K
$4.71M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-9.46K- 15.47% |
$817K - $864K
|
51.7K
$4.71M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.51K- 15.28% |
$822K - $869K
|
52.7K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-9.72K- 20.08% |
$840K - $888K
|
38.7K
$3.53M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-9.76K- 2.03% |
$843K - $892K
|
472K
$43M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-10.8K- 8.76% |
$934K - $988K
|
113K
$10.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-13.9K- 22.36% |
$1.2M - $1.27M
|
48.1K
$4.39M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.5K- 43.96% |
$1.25M - $1.32M
|
18.5K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 47.4% |
$1.3M - $1.38M
|
16.7K
$1.53M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.7K- 6.07% |
$1.36M - $1.44M
|
243K
$22.2M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.4K- 2.8% |
$1.5M - $1.59M
|
603K
$55M
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-17.9K- 60.84% |
$1.55M - $1.64M
|
11.5K
$1.05M
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-20.1K- 52.23% |
$1.74M - $1.84M
|
18.4K
$1.68M
|