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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2021
Q2 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
203+ 0.87% |
$14.4K - $15.4K
|
23.6K
$2.13M
|
|
|
Aug 10, 2023
Q2 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
171+ 51.82% |
$12.2K - $13K
|
501
$45.3K
|
|
|
Aug 04, 2021
Q2 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
151New |
$10.7K - $11.5K
|
151
$13.6K
|
|
|
Aug 02, 2021
Q2 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
141+ 5.02% |
$10K - $10.7K
|
2.95K
$267K
|
|
|
Aug 13, 2021
Q2 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
100+ 2.44% |
$7.12K - $7.61K
|
4.2K
$379K
|
|
|
Aug 19, 2021
Q2 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
87+ 2.76% |
$6.19K - $6.62K
|
3.23K
$292K
|
|
|
Jul 29, 2021
Q2 2021
|
Roman Butler Fullerton & CO
|
BUY
|
- |
57+ 0.12% |
$4.06K - $4.34K
|
46.9K
$4.23M
|
|
|
Aug 10, 2021
Q2 2021
|
Psi Advisors, LLC
|
BUY
|
- |
55+ 1.12% |
$3.91K - $4.19K
|
4.96K
$448K
|
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
55+ 0.36% |
$3.91K - $4.19K
|
15.2K
$1.37M
|
|
|
Jul 26, 2021
Q2 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
53+ 6.68% |
$3.77K - $4.03K
|
847
$76.5K
|
|
|
Aug 06, 2021
Q2 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 0.6% |
$3.77K - $4.03K
|
8.92K
$806K
|
|
|
Jul 22, 2021
Q2 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
49+ 0.61% |
$3.49K - $3.73K
|
8.12K
$734K
|
|
|
Aug 13, 2021
Q2 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
46New |
$3.27K - $3.5K
|
46
$4.15K
|
|
|
Jul 15, 2021
Q2 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
43+ 1.04% |
$3.06K - $3.27K
|
4.17K
$376K
|
|
|
Jul 13, 2021
Q2 2021
|
Tl Private Wealth
|
BUY
|
- |
38+ 0.29% |
$2.7K - $2.89K
|
13.2K
$1.19M
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
20+ 0.05% |
$1.42K - $1.52K
|
40.7K
$3.67M
|
|
|
Aug 12, 2021
Q2 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
16+ 0.28% |
$1.14K - $1.22K
|
5.68K
$513K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 0.23% |
$712 - $761
|
4.37K
$395K
|
|
|
Jul 28, 2021
Q2 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
10+ 0.34% |
$712 - $761
|
2.95K
$266K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
8New |
$569 - $609
|
8
$723
|
|
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5+ 0.1% |
$356 - $381
|
5.24K
$473K
|
|
|
Jul 29, 2021
Q2 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$213 - $228
|
4.59K
$414K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3New |
$213 - $228
|
3
$271
|
|
|
Jul 30, 2021
Q2 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.34% |
$142 - $152
|
583
$52.7K
|
|
|
Jul 27, 2021
Q2 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2+ 50.0% |
$142 - $152
|
6
$542
|
|
|
Aug 13, 2021
Q2 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1+ 0.0% |
$71.2 - $76.1
|
23.5K
$2.12M
|
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.51% |
$71.2 - $76.1
|
197
$17.8K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-18- 8.78% |
$1.28K - $1.37K
|
187
$16.9K
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-30- 0.63% |
$2.13K - $2.28K
|
4.77K
$431K
|
|
|
Jul 26, 2021
Q2 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-51Closed |
$3.63K - $3.88K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-53- 1.14% |
$3.77K - $4.03K
|
4.59K
$415K
|
|
|
Aug 04, 2021
Q2 2021
|
Capital Square, LLC
|
SELL
|
- |
-77- 1.33% |
$5.48K - $5.86K
|
5.72K
$517K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-78- 0.35% |
$5.55K - $5.94K
|
22.4K
$2.02M
|
|
|
Jul 29, 2021
Q2 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-101Closed |
$7.19K - $7.69K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-150- 2.81% |
$10.7K - $11.4K
|
5.18K
$468K
|
|
|
Aug 11, 2021
Q2 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-173- 5.71% |
$12.3K - $13.2K
|
2.86K
$258K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-181Closed |
$12.9K - $13.8K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-207- 5.37% |
$14.7K - $15.8K
|
3.65K
$330K
|
|
|
Sep 01, 2021
Q2 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-215- 3.65% |
$15.3K - $16.4K
|
5.67K
$512K
|
|
|
Jul 24, 2024
Q2 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-235- 4.62% |
$16.7K - $17.9K
|
4.85K
$438K
|
|
|
Jul 22, 2021
Q2 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-260- 3.37% |
$18.5K - $19.8K
|
7.46K
$674K
|
|
|
Aug 04, 2021
Q2 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-275- 6.75% |
$19.6K - $20.9K
|
3.8K
$343K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-275- 85.94% |
$19.6K - $20.9K
|
45
$4.06K
|
|
|
Jul 27, 2021
Q2 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-299- 2.22% |
$21.3K - $22.8K
|
13.2K
$1.19M
|
|
|
Jul 20, 2021
Q2 2021
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-340- 1.4% |
$24.2K - $25.9K
|
24K
$2.17M
|
|
|
Jul 27, 2021
Q2 2021
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-387- 2.95% |
$27.5K - $29.5K
|
12.8K
$1.15M
|
|
|
Jul 14, 2021
Q2 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-390- 11.28% |
$27.7K - $29.7K
|
3.07K
$277K
|
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-454- 2.08% |
$32.3K - $34.5K
|
21.3K
$1.93M
|
|
|
Jul 15, 2021
Q2 2021
|
City Holding CO
|
SELL
|
- |
-460- 11.59% |
$32.7K - $35K
|
3.51K
$317K
|