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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jul 29, 2021
Q2 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.18K+ 7.05% |
$155K - $166K
|
33K
$2.96M
|
|
Aug 09, 2021
Q2 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.17K+ 19.78% |
$155K - $165K
|
13.2K
$1.18M
|
|
Jul 30, 2021
Q2 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.14K+ 28.05% |
$152K - $162K
|
9.75K
$873K
|
|
Aug 16, 2021
Q2 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.12K+ 13.55% |
$151K - $161K
|
17.7K
$1.59M
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.11K+ 2.17% |
$150K - $160K
|
99.2K
$8.88M
|
|
Aug 16, 2021
Q2 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.01K+ 0.78% |
$143K - $153K
|
260K
$23.3M
|
|
Aug 12, 2021
Q2 2021
|
Stephens Inc
|
BUY
|
- |
1.97K+ 2.92% |
$140K - $150K
|
69.4K
$6.21M
|
|
Aug 06, 2021
Q2 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.94K+ 20.11% |
$138K - $148K
|
11.6K
$1.04M
|
|
Aug 11, 2021
Q2 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.92K+ 14.44% |
$136K - $146K
|
15.2K
$1.36M
|
|
Aug 16, 2021
Q2 2021
|
Assetmark, Inc
|
BUY
|
- |
1.91K+ 13.89% |
$136K - $145K
|
15.6K
$1.4M
|
|
Aug 04, 2021
Q2 2021
|
Waterfront Wealth Inc.
|
BUY
|
- |
1.6K+ 5.16% |
$113K - $121K
|
32.5K
$2.91M
|
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.58K+ 2.96% |
$112K - $120K
|
54.9K
$4.91M
|
|
Aug 05, 2021
Q2 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.52K+ 2.42% |
$108K - $115K
|
64.3K
$5.75M
|
|
Aug 03, 2021
Q2 2021
|
De Dora Capital, Inc.
|
BUY
|
- |
1.5K+ 1.96% |
$107K - $114K
|
78K
$6.99M
|
|
Aug 11, 2021
Q2 2021
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
1.34K+ 12.04% |
$95K - $102K
|
12.4K
$1.11M
|
|
Jul 28, 2021
Q2 2021
|
Concentrum Wealth Management
|
BUY
|
- |
1.24K+ 15.35% |
$88.2K - $94.4K
|
9.32K
$834K
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.21K+ 4.65% |
$85.7K - $91.7K
|
27.1K
$2.43M
|
|
Aug 16, 2021
Q2 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.19K+ 8.65% |
$84.6K - $90.5K
|
14.9K
$1.34M
|
|
Jul 20, 2021
Q2 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.16K+ 24.26% |
$82.2K - $87.9K
|
5.92K
$530K
|
|
Jul 27, 2021
Q2 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.13K+ 17.6% |
$80.7K - $86.3K
|
7.58K
$678K
|
|
Aug 10, 2021
Q2 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.11K+ 3.83% |
$79.1K - $84.6K
|
30.2K
$2.7M
|
|
Jul 26, 2021
Q2 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
1.11KNew |
$79K - $84.5K
|
1.11K
$99.5K
|
|
Aug 12, 2021
Q2 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
994+ 0.83% |
$70.7K - $75.6K
|
121K
$10.9M
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
934+ 4.24% |
$66.5K - $71.1K
|
22.9K
$2.05M
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
910+ 31.07% |
$64.7K - $69.3K
|
3.84K
$344K
|
|
Aug 02, 2021
Q2 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
866+ 1.15% |
$61.6K - $65.9K
|
76.5K
$6.85M
|
|
Aug 05, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
800+ 16.16% |
$56.9K - $60.9K
|
5.75K
$515K
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
795New |
$56.6K - $60.5K
|
795
$71.2K
|
|
Aug 12, 2021
Q2 2021
|
Independent Advisor Alliance
|
BUY
|
- |
777+ 25.77% |
$55.3K - $59.1K
|
3.79K
$339K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
750New |
$53.4K - $57.1K
|
750
$67.1K
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
693+ 7.51% |
$49.3K - $52.7K
|
9.92K
$888K
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
680+ 15.48% |
$48.4K - $51.7K
|
5.07K
$454K
|
|
Aug 02, 2021
Q2 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
676+ 11.22% |
$48.1K - $51.4K
|
6.7K
$600K
|
|
Jul 22, 2021
Q2 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
658New |
$46.8K - $50.1K
|
658
$58.9K
|
|
Jul 22, 2021
Q2 2021
|
Moneywise, Inc.
|
BUY
|
- |
640+ 0.98% |
$45.5K - $48.7K
|
65.6K
$5.88M
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
603New |
$42.9K - $45.9K
|
603
$54K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
597+ 0.03% |
$42.5K - $45.4K
|
2.28M
$205M
|
|
Aug 05, 2021
Q2 2021
|
Us Bancorp \De\
|
BUY
|
- |
571+ 3.84% |
$40.6K - $43.5K
|
15.4K
$1.38M
|
|
Aug 13, 2021
Q2 2021
|
Triton Wealth Management, Pllc
|
BUY
|
- |
559+ 8.35% |
$39.8K - $42.5K
|
7.26K
$650K
|
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
515New |
$36.6K - $39.2K
|
515
$46.1K
|
|
Aug 16, 2021
Q2 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
481+ 2.33% |
$34.2K - $36.6K
|
21.2K
$1.89M
|
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
BUY
|
- |
467+ 5.89% |
$33.2K - $35.5K
|
8.4K
$752K
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
424+ 14.02% |
$30.2K - $32.3K
|
3.45K
$309K
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
402New |
$28.6K - $30.6K
|
402
$36K
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
385+ 6.66% |
$27.4K - $29.3K
|
6.16K
$552K
|
|
Aug 10, 2021
Q2 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
359+ 106.85% |
$25.5K - $27.3K
|
695
$62.2K
|
|
Aug 12, 2021
Q2 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
329+ 54.83% |
$23.4K - $25K
|
929
$83.2K
|
|
Aug 03, 2021
Q2 2021
|
Lokken Investment Group LLC
|
BUY
|
- |
299+ 0.84% |
$21.3K - $22.8K
|
36K
$3.22M
|
|
Jul 12, 2021
Q2 2021
|
Gradient Investments LLC
|
BUY
|
- |
235+ 76.3% |
$16.7K - $17.9K
|
543
$48.6K
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
214+ 0.27% |
$15.2K - $16.3K
|
78.1K
$7M
|