Purchases and Sales Made in Q2 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 2022. 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 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
268K+ 6.32% |
$18M - $21.2M
|
4.51M
$390M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
264K+ 1653.05% |
$17.7M - $20.8M
|
280K
$24.2M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
260K+ 3.53% |
$17.5M - $20.6M
|
7.65M
$661M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
260K+ 3.53% |
$17.5M - $20.6M
|
7.65M
$661M
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
225K+ 420.92% |
$15.1M - $17.8M
|
278K
$24M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
149K+ 10.85% |
$10M - $11.7M
|
1.52M
$131M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
136K+ 16.94% |
$9.17M - $10.8M
|
942K
$81.4M
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
114K+ 38.44% |
$7.65M - $8.99M
|
410K
$35.4M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 1.41% |
$7.44M - $8.74M
|
7.98M
$689M
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
73.5K+ 27.22% |
$4.94M - $5.8M
|
343K
$29.7M
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
70.3KNew |
$4.73M - $5.55M
|
70.3K
$6.08M
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
BUY
|
- |
61.6K+ 21.51% |
$4.14M - $4.87M
|
348K
$30.1M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
54.9KNew |
$3.69M - $4.33M
|
54.9K
$4.74M
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
44.2KNew |
$2.97M - $3.49M
|
44.2K
$3.81M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
43.6K+ 31.31% |
$2.93M - $3.45M
|
183K
$15.8M
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
39.6KNew |
$2.66M - $3.13M
|
39.6K
$3.42M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
37.4K+ 7.78% |
$2.51M - $2.95M
|
518K
$44.7M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.6K+ 2.03% |
$2.19M - $2.57M
|
1.63M
$141M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.8K+ 18.15% |
$2.07M - $2.43M
|
200K
$17.3M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27.2K+ 163.24% |
$1.83M - $2.15M
|
43.9K
$3.79M
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
26.2K+ 14.46% |
$1.76M - $2.07M
|
207K
$17.9M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.6K+ 7.37% |
$1.72M - $2.02M
|
373K
$32.2M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 1.47% |
$1.68M - $1.97M
|
1.73M
$150M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
21.8KNew |
$1.47M - $1.72M
|
21.8K
$1.89M
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
18K+ 6.91% |
$1.21M - $1.42M
|
279K
$24.1M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
17.6KNew |
$1.18M - $1.39M
|
17.6K
$1.52M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15.2K+ 33.12% |
$1.02M - $1.2M
|
61K
$5.27M
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.9K+ 213.04% |
$998K - $1.17M
|
21.8K
$1.89M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
13.3K+ 30.06% |
$891K - $1.05M
|
57.4K
$4.96M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13.1K+ 59.42% |
$882K - $1.04M
|
35.2K
$3.04M
|
|
Jul 25, 2022
Q2 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
13.1K+ 12.73% |
$881K - $1.04M
|
116K
$10M
|
|
Jul 21, 2022
Q2 2022
|
Investors Research Corp
|
BUY
|
- |
13K+ 20.51% |
$876K - $1.03M
|
76.6K
$6.62M
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
12.9K+ 51.83% |
$868K - $1.02M
|
37.8K
$3.27M
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.5K+ 6.63% |
$772K - $908K
|
185K
$16M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.4K+ 17.26% |
$768K - $903K
|
77.7K
$6.71M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
10.8K+ 21.93% |
$724K - $850K
|
59.9K
$5.17M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.4K+ 5.63% |
$702K - $825K
|
196K
$16.9M
|
|
Aug 12, 2022
Q2 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10KNew |
$672K - $790K
|
10K
$864K
|
|
Aug 10, 2022
Q2 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
8.8KNew |
$591K - $695K
|
8.8K
$760K
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.6K+ 0.64% |
$578K - $679K
|
1.36M
$118M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.52K+ 0.55% |
$573K - $673K
|
1.55M
$134M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.51K+ 53.23% |
$572K - $672K
|
24.5K
$2.12M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
7.97K+ 2.94% |
$536K - $630K
|
279K
$24.1M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.96K+ 19.81% |
$535K - $629K
|
48.1K
$4.16M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.89K+ 107.04% |
$530K - $623K
|
15.3K
$1.32M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
7.22K+ 8.35% |
$485K - $570K
|
93.6K
$8.09M
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
6.53K+ 5.41% |
$439K - $516K
|
127K
$11M
|
|
Aug 01, 2022
Q2 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
6.53K+ 120.51% |
$439K - $515K
|
11.9K
$1.03M
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.37KNew |
$428K - $503K
|
6.37K
$551K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.76K+ 82.91% |
$387K - $455K
|
12.7K
$1.1M
|