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 |
---|---|---|---|---|---|---|---|
Aug 11, 2021
Q2 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-492- 3.99% |
$35K - $37.4K
|
11.8K
$1.07M
|
|
Aug 17, 2021
Q2 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-493- 1.31% |
$35.1K - $37.5K
|
37.1K
$3.35M
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-567- 25.53% |
$40.3K - $43.1K
|
1.65K
$149K
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-718- 6.14% |
$51.1K - $54.6K
|
11K
$992K
|
|
Aug 16, 2021
Q2 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-719- 1.45% |
$51.2K - $54.7K
|
48.8K
$4.41M
|
|
Jul 27, 2021
Q2 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-753- 47.84% |
$53.6K - $57.3K
|
821
$74.2K
|
|
Aug 12, 2021
Q2 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-775- 8.59% |
$55.1K - $59K
|
8.25K
$745K
|
|
Jul 27, 2021
Q2 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-788- 3.8% |
$56.1K - $60K
|
19.9K
$1.8M
|
|
Jul 21, 2021
Q2 2021
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-903- 9.49% |
$64.2K - $68.7K
|
8.62K
$778K
|
|
Jul 28, 2021
Q2 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-915- 10.75% |
$65.1K - $69.6K
|
7.6K
$686K
|
|
Aug 10, 2021
Q2 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.01K- 1.04% |
$71.9K - $76.9K
|
96.4K
$8.71M
|
|
Jul 14, 2021
Q2 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.06K- 2.93% |
$75.6K - $80.9K
|
35.2K
$3.18M
|
|
Nov 15, 2021
Q2 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.1K- 19.13% |
$78.3K - $83.7K
|
4.65K
$420K
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.1K- 8.25% |
$78.3K - $83.8K
|
12.2K
$1.11M
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.19K- 5.36% |
$84.7K - $90.6K
|
21K
$1.9M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.19K- 0.55% |
$84.9K - $90.8K
|
214K
$19.4M
|
|
Aug 13, 2021
Q2 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.22K- 22.73% |
$86.5K - $92.5K
|
4.13K
$373K
|
|
Aug 03, 2021
Q2 2021
|
1776 Wealth LLC
|
SELL
|
- |
-1.41K- 1.89% |
$100K - $107K
|
73.4K
$6.63M
|
|
Aug 06, 2021
Q2 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.85K- 21.35% |
$132K - $141K
|
6.82K
$616K
|
|
Aug 04, 2021
Q2 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-2.09K- 1.04% |
$149K - $159K
|
199K
$18M
|
|
Aug 06, 2021
Q2 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.32K- 33.27% |
$165K - $176K
|
4.64K
$419K
|
|
Aug 04, 2021
Q2 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2.36K- 7.79% |
$168K - $180K
|
28K
$2.53M
|
|
Aug 13, 2021
Q2 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-2.42K- 26.35% |
$172K - $184K
|
6.75K
$610K
|
|
Aug 09, 2021
Q2 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.47K- 7.13% |
$176K - $188K
|
32.2K
$2.91M
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.49K- 6.51% |
$177K - $189K
|
35.7K
$3.23M
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.99K- 3.83% |
$213K - $228K
|
75.2K
$6.8M
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.12K- 31.91% |
$222K - $237K
|
6.65K
$601K
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.14K- 1.19% |
$223K - $239K
|
260K
$23.5M
|
|
Jul 19, 2021
Q2 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3.47K- 5.5% |
$247K - $264K
|
59.6K
$5.39M
|
|
Jul 19, 2021
Q2 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-3.87K- 21.56% |
$276K - $295K
|
14.1K
$1.27M
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.22K- 20.71% |
$300K - $321K
|
16.2K
$1.46M
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.75K- 68.54% |
$338K - $361K
|
2.18K
$197K
|
|
Aug 12, 2021
Q2 2021
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-4.76KClosed |
$339K - $362K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-5.95K- 32.63% |
$423K - $452K
|
12.3K
$1.11M
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.45K- 7.21% |
$459K - $491K
|
82.9K
$7.49M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-7.85K- 14.26% |
$558K - $597K
|
47.2K
$4.26M
|
|
Aug 10, 2021
Q2 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-8.01K- 18.97% |
$570K - $609K
|
34.2K
$3.09M
|
|
Jul 15, 2021
Q2 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-8.01K- 42.19% |
$570K - $610K
|
11K
$992K
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-8.18K- 14.01% |
$582K - $623K
|
50.2K
$4.54M
|
|
Jul 26, 2021
Q2 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.89K- 41.92% |
$704K - $753K
|
13.7K
$1.24M
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-10.1K- 30.46% |
$719K - $769K
|
23.1K
$2.08M
|
|
Aug 12, 2021
Q2 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.7KClosed |
$764K - $817K
|
0
$0
|
|
Aug 03, 2021
Q2 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-12K- 7.44% |
$856K - $915K
|
150K
$13.5M
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.1K- 0.33% |
$862K - $922K
|
3.69M
$333M
|
|
Nov 24, 2021
Q2 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-12.3K- 56.45% |
$878K - $939K
|
9.52K
$860K
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.4K- 16.17% |
$955K - $1.02M
|
69.6K
$6.28M
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.5K- 6.71% |
$957K - $1.02M
|
187K
$16.9M
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.8K- 9.2% |
$979K - $1.05M
|
136K
$12.3M
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-14K- 9.29% |
$998K - $1.07M
|
137K
$12.4M
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-14.1KClosed |
$1M - $1.07M
|
0
$0
|