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 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.03K+ 2.38% |
$68.9K - $80.9K
|
44.2K
$3.82M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
979+ 30.63% |
$65.8K - $77.3K
|
4.18K
$361K
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
902+ 16.05% |
$60.6K - $71.2K
|
6.52K
$564K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
770+ 0.73% |
$51.7K - $60.8K
|
106K
$9.17M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
763+ 20.64% |
$51.3K - $60.3K
|
4.46K
$385K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
759+ 1.82% |
$51K - $59.9K
|
42.6K
$3.68M
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
757+ 5.69% |
$50.9K - $59.8K
|
14.1K
$1.21M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
640+ 12.11% |
$43K - $50.5K
|
5.93K
$512K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
621+ 3.27% |
$41.7K - $49K
|
19.6K
$1.7M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
613New |
$41.2K - $48.4K
|
613
$53K
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
601+ 5.5% |
$40.4K - $47.5K
|
11.5K
$996K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
572+ 762.67% |
$38.4K - $45.2K
|
647
$55.9K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
563+ 0.55% |
$37.8K - $44.5K
|
103K
$8.87M
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
452+ 291.61% |
$30.4K - $35.7K
|
607
$52.4K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
449+ 25.35% |
$30.2K - $35.5K
|
2.22K
$192K
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
435+ 0.55% |
$29.2K - $34.4K
|
79.1K
$6.84M
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
403+ 7.43% |
$27.1K - $31.8K
|
5.83K
$503K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
387New |
$26K - $30.6K
|
387
$33.4K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
385+ 2.52% |
$25.9K - $30.4K
|
15.7K
$1.35M
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
364+ 8.52% |
$24.5K - $28.7K
|
4.64K
$400K
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
360+ 1.05% |
$24.2K - $28.4K
|
34.8K
$3M
|
|
Jul 29, 2022
Q2 2022
|
1776 Wealth LLC
|
BUY
|
- |
345+ 0.89% |
$23.2K - $27.2K
|
39.1K
$3.38M
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
342+ 1.02% |
$23K - $27K
|
34K
$2.93M
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
316+ 3.85% |
$21.2K - $25K
|
8.52K
$736K
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
250+ 7.82% |
$16.8K - $19.7K
|
3.45K
$298K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
239+ 6.29% |
$16.1K - $18.9K
|
4.04K
$349K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
231+ 1.83% |
$15.5K - $18.2K
|
12.8K
$1.11M
|
|
Jan 02, 2024
Q2 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
228+ 0.29% |
$15.3K - $18K
|
78.8K
$6.81M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
192+ 7.14% |
$12.9K - $15.2K
|
2.88K
$249K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
182New |
$12.2K - $14.4K
|
182
$15.7K
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155New |
$10.4K - $12.2K
|
155
$13.4K
|
|
Aug 12, 2022
Q2 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
150+ 1.14% |
$10.1K - $11.8K
|
13.3K
$1.15M
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
150New |
$10.1K - $11.8K
|
150
$13K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
148+ 6.64% |
$9.94K - $11.7K
|
2.38K
$205K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
141New |
$9.47K - $11.1K
|
141
$12.2K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
138+ 1.48% |
$9.27K - $10.9K
|
9.46K
$817K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100+ 2.63% |
$6.72K - $7.9K
|
3.9K
$337K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
100+ 1.35% |
$6.72K - $7.9K
|
7.53K
$651K
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
99+ 2.12% |
$6.65K - $7.82K
|
4.77K
$412K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
74+ 41.57% |
$4.97K - $5.84K
|
252
$21.8K
|
|
Jul 18, 2022
Q2 2022
|
Provence Wealth Management Group
|
BUY
|
- |
52+ 0.37% |
$3.49K - $4.11K
|
14.3K
$1.23M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52+ 0.08% |
$3.49K - $4.11K
|
68K
$5.87M
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
50+ 0.28% |
$3.36K - $3.95K
|
18K
$1.55M
|
|
Aug 09, 2022
Q2 2022
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
39+ 0.43% |
$2.62K - $3.08K
|
9.04K
$781K
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
37+ 0.19% |
$2.49K - $2.92K
|
19.9K
$1.72M
|
|
Jul 13, 2022
Q2 2022
|
Tl Private Wealth
|
BUY
|
- |
33+ 0.25% |
$2.22K - $2.61K
|
13.3K
$1.15M
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
19New |
$1.28K - $1.5K
|
19
$1.64K
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
15+ 0.26% |
$1.01K - $1.18K
|
5.75K
$497K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
7New |
$470 - $553
|
7
$605
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
BUY
|
- |
2+ 0.0% |
$134 - $158
|
121K
$10.4M
|