Purchases and Sales Made in Q2 2023 in First Trust Capital Strength E (FTCS)
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 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
508New |
$36.2K - $38.1K
|
508
$43.9K
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
487+ 0.53% |
$34.7K - $36.6K
|
91.8K
$7.93M
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
424+ 2.37% |
$30.2K - $31.8K
|
18.3K
$1.58M
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
423+ 0.95% |
$30.1K - $31.8K
|
45.1K
$3.9M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
409+ 0.72% |
$29.1K - $30.7K
|
56.9K
$4.91M
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
387+ 1.56% |
$27.6K - $29.1K
|
25.3K
$2.18M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
338+ 8.89% |
$24.1K - $25.4K
|
4.14K
$358K
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
328+ 360.44% |
$23.4K - $24.6K
|
419
$36.2K
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
322+ 3.49% |
$22.9K - $24.2K
|
9.55K
$825K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
285+ 1.02% |
$20.3K - $21.4K
|
28.2K
$2.44M
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
275+ 9.95% |
$19.6K - $20.6K
|
3.04K
$263K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
274+ 39.14% |
$19.5K - $20.6K
|
974
$84.1K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
224+ 1.4% |
$16K - $16.8K
|
16.2K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
215+ 1.22% |
$15.3K - $16.1K
|
17.8K
$1.54M
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
212+ 0.28% |
$15.1K - $15.9K
|
76.7K
$6.63M
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
200New |
$14.2K - $15K
|
200
$17.3K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
195+ 3.19% |
$13.9K - $14.6K
|
6.31K
$545K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
180New |
$12.8K - $13.5K
|
180
$15.6K
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
168+ 0.57% |
$12K - $12.6K
|
29.4K
$2.54M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
162+ 1.1% |
$11.5K - $12.2K
|
15K
$1.29M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158+ 0.11% |
$11.3K - $11.9K
|
140K
$12.1M
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
155+ 3.41% |
$11K - $11.6K
|
4.69K
$406K
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
119+ 1.96% |
$8.48K - $8.93K
|
6.2K
$535K
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
118+ 21.65% |
$8.41K - $8.86K
|
663
$57.3K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
116+ 54.46% |
$8.26K - $8.71K
|
329
$28.4K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
111+ 0.25% |
$7.91K - $8.33K
|
44.7K
$3.86M
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
100+ 1.5% |
$7.12K - $7.51K
|
6.77K
$585K
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
93New |
$6.62K - $6.98K
|
93
$8.03K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
93New |
$6.62K - $6.98K
|
93
$8.03K
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
80+ 0.17% |
$5.7K - $6.01K
|
47.5K
$4.11M
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
79New |
$5.63K - $5.93K
|
79
$6.82K
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
70+ 2.09% |
$4.99K - $5.26K
|
3.42K
$295K
|
|
Jul 07, 2023
Q2 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
66+ 1.44% |
$4.7K - $4.96K
|
4.65K
$402K
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
50+ 11.49% |
$3.56K - $3.75K
|
485
$41.9K
|
|
Aug 08, 2023
Q2 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
49+ 0.67% |
$3.49K - $3.68K
|
7.31K
$631K
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
BUY
|
- |
43+ 0.32% |
$3.06K - $3.23K
|
13.5K
$1.17M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
40New |
$2.85K - $3K
|
40
$3.46K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
40New |
$2.85K - $3K
|
40
$3.46K
|
|
Aug 02, 2023
Q2 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
40+ 0.5% |
$2.85K - $3K
|
8.03K
$693K
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
38New |
$2.71K - $2.85K
|
38
$3.28K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
28+ 0.01% |
$1.99K - $2.1K
|
247K
$21.4M
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
20+ 0.27% |
$1.42K - $1.5K
|
7.32K
$633K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 150.0% |
$1.07K - $1.13K
|
25
$2.16K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8+ 0.15% |
$570 - $601
|
5.36K
$463K
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
BUY
|
- |
5+ 0.16% |
$356 - $375
|
3.08K
$266K
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
1+ 0.01% |
$71.2 - $75.1
|
13.9K
$1.2M
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.85% |
$71.2 - $75.1
|
119
$10.3K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-6- 0.12% |
$427 - $450
|
4.88K
$421K
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-16- 0.25% |
$1.14K - $1.2K
|
6.26K
$541K
|