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 09, 2021
Q2 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-14.5K- 44.71% |
$1.03M - $1.1M
|
17.9K
$1.61M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.6K- 3.16% |
$1.04M - $1.11M
|
447K
$40.3M
|
|
|
Jul 29, 2021
Q2 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-15.7K- 8.58% |
$1.11M - $1.19M
|
167K
$15.1M
|
|
|
Jul 29, 2021
Q2 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.2K- 8.54% |
$1.15M - $1.23M
|
173K
$15.6M
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-16.2K- 82.95% |
$1.15M - $1.23M
|
3.33K
$301K
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-17.7K- 98.68% |
$1.26M - $1.35M
|
237
$21.4K
|
|
|
Jul 21, 2021
Q2 2021
|
Csenge Advisory Group
|
SELL
|
- |
-19.1K- 36.5% |
$1.36M - $1.45M
|
33.2K
$3M
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-19.3K- 58.72% |
$1.37M - $1.47M
|
13.5K
$1.22M
|
|
|
Aug 12, 2021
Q2 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-20KClosed |
$1.43M - $1.53M
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-24.7K- 26.39% |
$1.76M - $1.88M
|
69K
$6.23M
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-28.2KClosed |
$2.01M - $2.15M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.1K- 2.63% |
$2.07M - $2.22M
|
1.08M
$97.4M
|
|
|
Jul 21, 2021
Q2 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-36.5K- 7.34% |
$2.6M - $2.78M
|
461K
$41.6M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.6K- 1.7% |
$2.75M - $2.94M
|
2.23M
$202M
|
|
|
Aug 13, 2021
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-39K- 30.15% |
$2.78M - $2.97M
|
90.4K
$8.16M
|
|
|
Jan 27, 2023
Q2 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-39K- 30.15% |
$2.78M - $2.97M
|
90.4K
$8.16M
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.8K- 74.68% |
$3.11M - $3.33M
|
14.8K
$1.34M
|
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56K- 3.94% |
$3.98M - $4.26M
|
1.37M
$123M
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.6K- 1.38% |
$4.17M - $4.46M
|
4.21M
$380M
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-74.6KClosed |
$5.31M - $5.67M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-86K- 45.5% |
$6.12M - $6.54M
|
103K
$9.3M
|
|
|
Aug 11, 2021
Q2 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-102KClosed |
$7.29M - $7.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-106K- 8.8% |
$7.52M - $8.04M
|
1.1M
$98.9M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-113KClosed |
$8.01M - $8.57M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-124KClosed |
$8.8M - $9.41M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-130K- 13.04% |
$9.24M - $9.88M
|
866K
$78.2M
|
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-132K- 69.23% |
$9.38M - $10M
|
58.6K
$5.29M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-134K- 6.52% |
$9.53M - $10.2M
|
1.92M
$174M
|
|
|
Aug 12, 2021
Q2 2021
|
Darwin Advisors, LLC
|
SELL
|
- |
-195KClosed |
$13.8M - $14.8M
|
0
$0
|