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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-2.47K- 6.06% |
$176K - $186K
|
38.3K
$3.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.51K- 55.53% |
$179K - $188K
|
2.01K
$173K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-2.53K- 0.88% |
$180K - $190K
|
285K
$24.6M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.6K- 3.54% |
$185K - $195K
|
70.9K
$6.13M
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-2.69K- 0.65% |
$192K - $202K
|
409K
$35.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-2.7K- 16.71% |
$192K - $202K
|
13.4K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.78K- 4.66% |
$198K - $209K
|
56.8K
$4.91M
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-2.83K- 12.92% |
$202K - $212K
|
19.1K
$1.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.9K- 8.75% |
$206K - $218K
|
30.2K
$2.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.92K- 3.57% |
$208K - $220K
|
78.9K
$6.82M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.11K- 1.26% |
$222K - $233K
|
244K
$21.1M
|
|
|
Nov 14, 2024
Q2 2023
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-3.16K- 3.98% |
$225K - $237K
|
76.2K
$6.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.21K- 11.15% |
$229K - $241K
|
25.6K
$2.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.8K- 68.46% |
$270K - $285K
|
1.75K
$151K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.05K- 6.91% |
$289K - $304K
|
54.6K
$4.71M
|
|
|
Jul 19, 2023
Q2 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-4.2K- 11.2% |
$299K - $315K
|
33.3K
$2.88M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
SELL
|
- |
-4.23K- 11.21% |
$302K - $318K
|
33.5K
$2.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.48K- 16.51% |
$319K - $337K
|
22.7K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-4.53K- 3.45% |
$323K - $340K
|
127K
$11M
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-4.69K- 40.27% |
$334K - $352K
|
6.96K
$601K
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-5.09K- 18.22% |
$363K - $382K
|
22.9K
$1.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.22K- 1.18% |
$372K - $392K
|
435K
$37.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.25K- 2.21% |
$374K - $394K
|
232K
$20M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.34K- 3.14% |
$381K - $401K
|
165K
$14.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.49K- 32.13% |
$391K - $412K
|
11.6K
$1M
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-5.74K- 4.69% |
$409K - $431K
|
117K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.77K- 15.14% |
$411K - $433K
|
32.4K
$2.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.82K- 3.15% |
$415K - $437K
|
179K
$15.5M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.01K- 52.97% |
$428K - $451K
|
5.34K
$461K
|
|
|
Aug 08, 2023
Q2 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-7.22K- 6.53% |
$515K - $542K
|
103K
$8.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-7.56K- 86.59% |
$539K - $568K
|
1.17K
$101K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.57K- 3.15% |
$539K - $569K
|
233K
$20.1M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7.79K- 60.78% |
$555K - $585K
|
5.03K
$434K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.95K- 11.47% |
$566K - $597K
|
61.4K
$5.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-8.11K- 7.42% |
$577K - $609K
|
101K
$8.73M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-8.73K- 18.23% |
$622K - $655K
|
39.1K
$3.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-8.98K- 76.2% |
$640K - $674K
|
2.81K
$242K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.34K- 4.62% |
$666K - $702K
|
193K
$16.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-10.5K- 5.57% |
$745K - $785K
|
178K
$15.3M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-11.5K- 23.16% |
$817K - $861K
|
38K
$3.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-12.2K- 76.73% |
$869K - $916K
|
3.7K
$320K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-12.4K- 26.33% |
$880K - $928K
|
34.6K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-13K- 5.39% |
$929K - $979K
|
229K
$19.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13K- 5.39% |
$929K - $979K
|
229K
$19.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-14.5K- 6.46% |
$1.03M - $1.09M
|
209K
$18.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-16.5K- 3.87% |
$1.17M - $1.24M
|
410K
$35.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.9K- 0.23% |
$1.2M - $1.27M
|
7.45M
$643M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-17.1K- 17.67% |
$1.22M - $1.29M
|
79.8K
$6.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-17.4K- 3.01% |
$1.24M - $1.31M
|
561K
$48.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.5K- 10.45% |
$1.25M - $1.31M
|
150K
$12.9M
|