Purchases and Sales Made in Q2 2021 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.84MNew |
$273M - $293M
|
3.84M
$347M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.85MNew |
$132M - $141M
|
1.85M
$167M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
593K+ 344.33% |
$42.2M - $45.2M
|
766K
$69.2M
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
288KNew |
$20.5M - $21.9M
|
288K
$26M
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
191K+ 3.22% |
$13.6M - $14.5M
|
6.12M
$553M
|
|
|
Aug 12, 2021
Q2 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
133KNew |
$9.43M - $10.1M
|
133K
$12M
|
|
|
Jul 19, 2021
Q2 2021
|
Triumph Capital Management
|
BUY
|
- |
130KNew |
$9.26M - $9.9M
|
130K
$11.8M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
124K+ 16.9% |
$8.85M - $9.46M
|
860K
$77.7M
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91.3K+ 15.78% |
$6.49M - $6.95M
|
670K
$60.5M
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
82.4K+ 9.05% |
$5.86M - $6.27M
|
993K
$89.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
80.8K+ 240.93% |
$5.75M - $6.15M
|
114K
$10.3M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
79.1K+ 24.57% |
$5.63M - $6.02M
|
401K
$36.2M
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
77.9K+ 20.1% |
$5.55M - $5.93M
|
466K
$42.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
71.5K+ 17.63% |
$5.08M - $5.44M
|
477K
$43.1M
|
|
|
Aug 12, 2021
Q2 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
66.7K+ 8.72% |
$4.75M - $5.08M
|
832K
$75.1M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.6K+ 4.74% |
$4.74M - $5.07M
|
1.47M
$133M
|
|
|
Aug 11, 2021
Q2 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
61.4KNew |
$4.37M - $4.67M
|
61.4K
$5.54M
|
|
|
Aug 09, 2021
Q2 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
61.1K+ 67.9% |
$4.35M - $4.65M
|
151K
$13.6M
|
|
|
Jul 19, 2021
Q2 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
40.2K+ 58.73% |
$2.86M - $3.06M
|
109K
$9.81M
|
|
|
Aug 16, 2021
Q2 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.4KNew |
$2.81M - $3M
|
39.4K
$3.56M
|
|
|
Aug 09, 2021
Q2 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
37.6K+ 32109.4% |
$2.67M - $2.86M
|
37.7K
$3.4M
|
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
32.5K+ 54.52% |
$2.31M - $2.47M
|
92.1K
$8.32M
|
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
31.2K+ 10.34% |
$2.22M - $2.37M
|
333K
$30.1M
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
30.5K+ 50.68% |
$2.17M - $2.32M
|
90.6K
$8.19M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24.4K+ 14.93% |
$1.74M - $1.86M
|
188K
$17M
|
|
|
Aug 05, 2021
Q2 2021
|
American Financial Advisors, LLC
|
BUY
|
- |
23.9K+ 6.07% |
$1.7M - $1.82M
|
418K
$37.7M
|
|
|
Aug 13, 2021
Q2 2021
|
Lincoln National Corp
|
BUY
|
- |
23.7K+ 9.3% |
$1.68M - $1.8M
|
278K
$25.1M
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 1.55% |
$1.53M - $1.64M
|
1.41M
$127M
|
|
|
Jul 19, 2021
Q2 2021
|
Mai Capital Management
|
BUY
|
- |
20.8K+ 23.85% |
$1.48M - $1.59M
|
108K
$9.77M
|
|
|
Jul 28, 2021
Q2 2021
|
Pfg Advisors
|
BUY
|
- |
20.4K+ 13.4% |
$1.45M - $1.55M
|
173K
$15.6M
|
|
|
Aug 12, 2021
Q2 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
19.4K+ 25.56% |
$1.38M - $1.48M
|
95.3K
$8.61M
|
|
|
Aug 13, 2021
Q2 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18.1KNew |
$1.29M - $1.38M
|
18.1K
$1.64M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17.7K+ 7534.47% |
$1.26M - $1.35M
|
17.9K
$1.62M
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
17.5K+ 20.43% |
$1.24M - $1.33M
|
103K
$9.31M
|
|
|
Jul 28, 2021
Q2 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
16.5K+ 705.04% |
$1.17M - $1.26M
|
18.8K
$1.7M
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
16.2K+ 6.51% |
$1.15M - $1.23M
|
265K
$23.9M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.8K+ 51.18% |
$1.12M - $1.2M
|
46.6K
$4.21M
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
15.5K+ 212.2% |
$1.1M - $1.18M
|
22.7K
$2.05M
|
|
|
Aug 05, 2021
Q2 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
15.1K+ 11.78% |
$1.08M - $1.15M
|
143K
$13M
|
|
|
Jul 27, 2021
Q2 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
14.6KNew |
$1.04M - $1.11M
|
14.6K
$1.32M
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
14.6K+ 63.25% |
$1.04M - $1.11M
|
37.6K
$3.39M
|
|
|
Jul 23, 2021
Q2 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
13K+ 147.58% |
$927K - $992K
|
21.9K
$1.97M
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
12.6K+ 32.23% |
$898K - $961K
|
51.8K
$4.68M
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.9K+ 15.49% |
$845K - $904K
|
88.6K
$8M
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.3K+ 17.29% |
$803K - $859K
|
76.6K
$6.92M
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.8K+ 8.41% |
$771K - $824K
|
140K
$12.6M
|
|
|
Aug 13, 2021
Q2 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10.8K+ 15.69% |
$767K - $820K
|
79.5K
$7.18M
|
|
|
Aug 16, 2021
Q2 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.5K+ 147.25% |
$750K - $802K
|
17.7K
$1.6M
|
|
|
Aug 02, 2021
Q2 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
10.3K+ 275.94% |
$733K - $784K
|
14K
$1.27M
|
|
|
Aug 03, 2021
Q2 2021
|
Peterson Wealth Management
|
BUY
|
- |
10.1KNew |
$719K - $769K
|
10.1K
$913K
|