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 22, 2025
Q1 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-20.7K- 10.77% |
$1.79M - $1.89M
|
172K
$15.7M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-22.5K- 25.56% |
$1.94M - $2.05M
|
65.4K
$5.96M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-22.7K- 50.67% |
$1.96M - $2.07M
|
22.1K
$2.01M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-23.7K- 35.66% |
$2.05M - $2.17M
|
42.8K
$3.9M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.7K- 1.5% |
$2.22M - $2.34M
|
1.69M
$154M
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-25.8K- 12.51% |
$2.23M - $2.36M
|
180K
$16.4M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-26.4K- 46.71% |
$2.28M - $2.41M
|
30.1K
$2.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-27.7K- 19.42% |
$2.39M - $2.53M
|
115K
$10.5M
|
|
|
May 13, 2025
Q1 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-28.5K- 5.17% |
$2.46M - $2.6M
|
522K
$47.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-32.1K- 55.72% |
$2.77M - $2.93M
|
25.5K
$2.33M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 68.33% |
$3.1M - $3.28M
|
16.7K
$1.52M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.4K- 4.43% |
$3.23M - $3.42M
|
808K
$73.7M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-38.6K- 67.95% |
$3.33M - $3.52M
|
18.2K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-45.8K- 30.36% |
$3.95M - $4.18M
|
105K
$9.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-47.2K- 4.28% |
$4.08M - $4.31M
|
1.05M
$96.2M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-54.4K- 31.46% |
$4.7M - $4.97M
|
119K
$10.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-69K- 40.21% |
$5.96M - $6.31M
|
103K
$9.36M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-73.6K- 7.17% |
$6.36M - $6.73M
|
953K
$86.9M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-75.5K- 21.5% |
$6.52M - $6.9M
|
276K
$25.1M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-79K- 17.27% |
$6.82M - $7.21M
|
378K
$34.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-86.5K- 17.14% |
$7.47M - $7.9M
|
418K
$38.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-90.6K- 79.26% |
$7.83M - $8.28M
|
23.7K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-94.5K- 14.24% |
$8.17M - $8.64M
|
569K
$51.9M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-99.7K- 35.46% |
$8.61M - $9.11M
|
181K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-103K- 31.56% |
$8.91M - $9.42M
|
224K
$20.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-105K- 62.03% |
$9.03M - $9.55M
|
64K
$5.83M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-118K- 50.0% |
$10.2M - $10.8M
|
118K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-120K- 7.89% |
$10.4M - $11M
|
1.4M
$128M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-121K- 9.23% |
$10.4M - $11M
|
1.19M
$108M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-127K- 7.91% |
$11M - $11.6M
|
1.48M
$135M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-140K- 65.12% |
$12.1M - $12.8M
|
74.9K
$6.83M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-147K- 10.47% |
$12.7M - $13.4M
|
1.26M
$115M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-173K- 19.7% |
$15M - $15.8M
|
706K
$64.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-177K- 51.5% |
$15.3M - $16.1M
|
166K
$15.2M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-221K- 89.23% |
$19.1M - $20.2M
|
26.7K
$2.43M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-232K- 6.67% |
$20.1M - $21.2M
|
3.25M
$296M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-247K- 98.83% |
$21.4M - $22.6M
|
2.92K
$266K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-272K- 4.38% |
$23.5M - $24.8M
|
5.93M
$541M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-282K- 5.01% |
$24.3M - $25.7M
|
5.34M
$487M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-858K- 98.88% |
$74.1M - $78.4M
|
9.68K
$883K
|