Purchases and Sales Made in Q2 2023 in First Trust Capital Strength E (FTCS)

FTCS Quotes by TradingView

This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 2023. 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, 2023 Q2 2023
Ubs Group Ag

BUY
 -
2.82K
+ 0.14%
$201K - $212K
2.06M $178M
Jul 17, 2023 Q2 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
2.8K
+ 7.91%
$199K - $210K
38.1K $3.29M
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
2.77K
+ 1.79%
$197K - $208K
157K $13.6M
Jul 11, 2023 Q2 2023
Wj Wealth Management, LLC

BUY
 -
2.75K
+ 100.0%
$196K - $206K
5.5K $475K
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
2.73K
New
$195K - $205K
2.73K $236K
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
2.69K
+ 30.98%
$192K - $202K
11.4K $982K
Aug 11, 2023 Q2 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
2.66K
+ 7.59%
$189K - $199K
37.6K $3.25M
Aug 11, 2023 Q2 2023
Assetmark, Inc

BUY
 -
2.55K
+ 12.55%
$181K - $191K
22.8K $1.97M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2.45K
+ 10.6%
$175K - $184K
25.6K $2.21M
Jul 13, 2023 Q2 2023
Secure Asset Management, LLC

BUY
 -
2.44K
+ 6.22%
$174K - $183K
41.7K $3.6M
Aug 14, 2023 Q2 2023
Private Portfolio Partners LLC

BUY
 -
2.34K
+ 64.76%
$166K - $175K
5.94K $513K
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.15K
+ 18.21%
$153K - $161K
14K $1.21M
Jul 18, 2023 Q2 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
2.12K
+ 0.45%
$151K - $159K
470K $40.6M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
2.1K
New
$150K - $158K
2.1K $182K
Jan 24, 2024 Q2 2023
Cedrus LLC

Littleton, CO
BUY
 -
1.97K
+ 4.81%
$140K - $148K
42.9K $3.7M
Jul 26, 2023 Q2 2023
American Institute For Advanced Investment Management, LLP

BUY
 -
1.97K
+ 10.41%
$140K - $148K
20.8K $1.8M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.95K
+ 9760.0%
$139K - $147K
1.97K $170K
Aug 14, 2023 Q2 2023
Gsa Capital Partners LLP

London, X0
BUY
 -
1.76K
+ 4.62%
$125K - $132K
39.9K $3.44M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.75K
+ 0.76%
$125K - $131K
233K $20.1M
Jul 14, 2023 Q2 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
1.73K
+ 27.98%
$124K - $130K
7.93K $685K
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.72K
+ 13.54%
$123K - $129K
14.4K $1.25M
Jul 24, 2023 Q2 2023
De Dora Capital, Inc.

BUY
 -
1.71K
+ 2.15%
$122K - $128K
81.2K $7.01M
Aug 11, 2023 Q2 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
1.58K
+ 15.83%
$113K - $119K
11.6K $1M
Aug 09, 2023 Q2 2023
Beck Bode, LLC

BUY
 -
1.56K
+ 3.01%
$111K - $117K
53.3K $4.61M
Jul 21, 2023 Q2 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1.55K
+ 1.44%
$110K - $116K
109K $9.42M
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
1.54K
+ 53.41%
$109K - $115K
4.42K $381K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
1.5K
New
$107K - $113K
1.5K $130K
Jul 13, 2023 Q2 2023
First Premier Bank

BUY
 -
1.45K
+ 10.64%
$103K - $109K
15.1K $1.3M
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
1.35K
+ 29.77%
$96.4K - $102K
5.9K $510K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
1.3K
New
$92.2K - $97.2K
1.3K $112K
Aug 08, 2023 Q2 2023
Jacobi Capital Management LLC

BUY
 -
1.24K
+ 11.26%
$88K - $92.8K
12.2K $1.05M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
1.21K
+ 0.99%
$86K - $90.7K
123K $10.6M
Aug 08, 2023 Q2 2023
L.M. Kohn & Company

BUY
 -
1.13K
+ 17.35%
$80.5K - $84.8K
7.64K $660K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.06K
+ 85.95%
$75.8K - $79.9K
2.3K $199K
Sep 01, 2023 Q2 2023
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
956
+ 4.21%
$68.1K - $71.8K
23.7K $2.04M
Sep 07, 2023 Q2 2023
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
860
+ 0.46%
$61.3K - $64.6K
189K $16.3M
Aug 09, 2023 Q2 2023
Lokken Investment Group LLC

BUY
 -
854
+ 2.07%
$60.8K - $64.1K
42.2K $3.65M
Aug 11, 2023 Q2 2023
V Wealth Advisors LLC

BUY
 -
835
+ 8.32%
$59.5K - $62.7K
10.9K $939K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
816
+ 2632.26%
$58.1K - $61.3K
847 $73.2K
Aug 14, 2023 Q2 2023
Wealthsource Partners, LLC

BUY
 -
800
+ 10.66%
$57K - $60.1K
8.3K $717K
Jul 27, 2023 Q2 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
799
+ 2.03%
$56.9K - $60K
40.2K $3.47M
Aug 14, 2023 Q2 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
777
+ 3.51%
$55.3K - $58.3K
22.9K $1.98M
Jul 28, 2023 Q2 2023
Capital Investment Advisory Services, LLC

BUY
 -
744
+ 3.62%
$53K - $55.9K
21.3K $1.84M
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
740
+ 4.75%
$52.7K - $55.6K
16.3K $1.41M
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
738
+ 1.85%
$52.6K - $55.4K
40.6K $3.51M
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
729
+ 2.15%
$51.9K - $54.7K
34.6K $2.99M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
657
+ 3.43%
$46.8K - $49.3K
19.8K $1.71M
Aug 07, 2023 Q2 2023
Plante Moran Financial Advisors, LLC

BUY
 -
647
New
$46.1K - $48.6K
647 $55.9K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
625
+ 21.79%
$44.5K - $46.9K
3.49K $302K

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