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 |
|---|---|---|---|---|---|---|---|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-450Closed |
$30.2K - $35.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-452- 3.03% |
$30.4K - $35.7K
|
14.5K
$1.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-468- 80.0% |
$31.4K - $37K
|
117
$10.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-474- 3.49% |
$31.8K - $37.4K
|
13.1K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-476- 3.94% |
$32K - $37.6K
|
11.6K
$1M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
SELL
|
- |
-484- 6.82% |
$32.5K - $38.2K
|
6.61K
$571K
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-495Closed |
$33.3K - $39.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-503- 9.83% |
$33.8K - $39.7K
|
4.62K
$399K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-512- 0.63% |
$34.4K - $40.4K
|
80.4K
$6.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-517Closed |
$34.7K - $40.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-545- 0.55% |
$36.6K - $43K
|
98.4K
$8.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-576- 16.36% |
$38.7K - $45.5K
|
2.94K
$254K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-588- 13.26% |
$39.5K - $46.4K
|
3.85K
$332K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-606- 9.32% |
$40.7K - $47.9K
|
5.9K
$509K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-615- 3.67% |
$41.3K - $48.6K
|
16.1K
$1.39M
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-687- 0.32% |
$46.2K - $54.3K
|
217K
$18.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-699- 2.55% |
$47K - $55.2K
|
26.7K
$2.31M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-705- 9.31% |
$47.4K - $55.7K
|
6.87K
$593K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-787- 1.61% |
$52.9K - $62.1K
|
48.2K
$4.16M
|
|
|
Aug 15, 2022
Q2 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-791- 9.64% |
$53.1K - $62.5K
|
7.42K
$641K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-796- 9.11% |
$53.5K - $62.9K
|
7.94K
$686K
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-804- 7.27% |
$54K - $63.5K
|
10.3K
$886K
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-804- 7.27% |
$54K - $63.5K
|
10.3K
$886K
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-805- 9.07% |
$54.1K - $63.6K
|
8.07K
$697K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-838- 20.96% |
$56.3K - $66.2K
|
3.16K
$273K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-856- 1.9% |
$57.5K - $67.6K
|
44.2K
$3.82M
|
|
|
Jul 21, 2022
Q2 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-860- 3.65% |
$57.8K - $67.9K
|
22.7K
$1.96M
|
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-902- 2.02% |
$60.6K - $71.2K
|
43.8K
$3.79M
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-931Closed |
$62.6K - $73.5K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-943- 9.12% |
$63.4K - $74.5K
|
9.4K
$812K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-963- 8.28% |
$64.7K - $76K
|
10.7K
$922K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-969- 17.49% |
$65.1K - $76.5K
|
4.57K
$395K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1K- 10.47% |
$67.2K - $79K
|
8.55K
$739K
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1K- 14.02% |
$67.2K - $79K
|
6.13K
$530K
|
|
|
Aug 08, 2022
Q2 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.06K- 10.58% |
$71.2K - $83.6K
|
8.95K
$773K
|
|
|
Aug 08, 2022
Q2 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1.08K- 1.23% |
$72.4K - $85.1K
|
86.8K
$7.5M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.13K- 3.83% |
$75.9K - $89.2K
|
28.4K
$2.45M
|
|
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.16K- 13.12% |
$78.2K - $91.9K
|
7.71K
$666K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-1.18K- 10.98% |
$79.6K - $93.5K
|
9.6K
$829K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-1.19KClosed |
$79.7K - $93.7K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-1.19K- 18.77% |
$80.2K - $94.2K
|
5.16K
$446K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.22KClosed |
$82K - $96.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.22K- 5.93% |
$82.1K - $96.5K
|
19.4K
$1.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.24K- 2.53% |
$83K - $97.6K
|
47.6K
$4.11M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.26K- 2.84% |
$84.4K - $99.2K
|
42.9K
$3.71M
|
|
|
Aug 04, 2022
Q2 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.26K- 18.34% |
$84.5K - $99.3K
|
5.6K
$484K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.26K- 0.7% |
$84.5K - $99.3K
|
180K
$15.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-1.27K- 87.12% |
$85.5K - $100K
|
188
$16.2K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.33K- 5.09% |
$89K - $105K
|
24.7K
$2.13M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.35K- 48.58% |
$90.7K - $107K
|
1.43K
$123K
|