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 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 2.04% |
$1.32M - $1.39M
|
890K
$76.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-19.4K- 87.6% |
$1.38M - $1.45M
|
2.74K
$237K
|
|
|
Jul 24, 2023
Q2 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-19.4K- 83.48% |
$1.38M - $1.46M
|
3.84K
$332K
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.7K- 17.72% |
$1.41M - $1.48M
|
91.6K
$7.91M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19.7K- 17.72% |
$1.41M - $1.48M
|
91.6K
$7.91M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-19.8K- 52.05% |
$1.41M - $1.48M
|
18.2K
$1.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-19.8K- 9.32% |
$1.41M - $1.49M
|
193K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-22.6K- 72.6% |
$1.61M - $1.7M
|
8.54K
$738K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-24K- 70.44% |
$1.71M - $1.8M
|
10.1K
$871K
|
|
|
Jul 24, 2023
Q2 2023
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-24.8K- 24.34% |
$1.77M - $1.86M
|
77.2K
$6.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-27.8K- 3.22% |
$1.98M - $2.09M
|
834K
$72.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30K- 7.18% |
$2.14M - $2.25M
|
388K
$33.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-30.5K- 53.23% |
$2.17M - $2.29M
|
26.8K
$2.32M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-31.3K- 75.61% |
$2.23M - $2.35M
|
10.1K
$871K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-35.8K- 1.33% |
$2.55M - $2.69M
|
2.67M
$230M
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-36.6K- 50.88% |
$2.61M - $2.75M
|
35.3K
$3.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-37.9K- 24.22% |
$2.7M - $2.84M
|
118K
$10.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-43.7K- 21.93% |
$3.11M - $3.28M
|
156K
$13.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-47.7K- 48.83% |
$3.4M - $3.58M
|
50K
$4.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-49.7K- 34.94% |
$3.54M - $3.73M
|
92.6K
$8M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-51.4K- 89.98% |
$3.66M - $3.86M
|
5.72K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-82.7K- 67.9% |
$5.89M - $6.21M
|
39.1K
$3.38M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-90.1K- 34.26% |
$6.42M - $6.76M
|
173K
$14.9M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-91.2K- 93.25% |
$6.5M - $6.85M
|
6.6K
$570K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-105K- 5.24% |
$7.49M - $7.9M
|
1.9M
$164M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-139K- 3.14% |
$9.88M - $10.4M
|
4.27M
$369M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-151K- 3.94% |
$10.7M - $11.3M
|
3.67M
$317M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-177K- 9.46% |
$12.6M - $13.3M
|
1.69M
$146M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-187K- 54.48% |
$13.3M - $14M
|
156K
$13.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-190K- 10.05% |
$13.5M - $14.2M
|
1.7M
$147M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-192K- 6.22% |
$13.7M - $14.4M
|
2.9M
$250M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-212K- 67.32% |
$15.1M - $15.9M
|
103K
$8.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-245K- 31.01% |
$17.5M - $18.4M
|
546K
$47.2M
|