Purchases and Sales Made in Q2 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 2024. 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, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
632K+ 53.74% |
$51.5M - $54.1M
|
1.81M
$161M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
582K+ 10874.37% |
$47.5M - $49.8M
|
588K
$52.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
191K+ 5.93% |
$15.5M - $16.3M
|
3.41M
$304M
|
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
121K+ 24.63% |
$9.83M - $10.3M
|
611K
$54.5M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
110KNew |
$9M - $9.45M
|
110K
$9.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
81.1K+ 1994.66% |
$6.61M - $6.94M
|
85.2K
$7.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
50.7KNew |
$4.13M - $4.34M
|
50.7K
$4.52M
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
48K+ 82.28% |
$3.91M - $4.11M
|
106K
$9.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
44.6K+ 342.83% |
$3.63M - $3.82M
|
57.6K
$5.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.8KNew |
$3.57M - $3.75M
|
43.8K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
33.9KNew |
$2.76M - $2.9M
|
33.9K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
30.6K+ 37.92% |
$2.49M - $2.62M
|
111K
$9.92M
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
28.6K+ 43.38% |
$2.33M - $2.45M
|
94.6K
$8.44M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.1K+ 544.68% |
$1.96M - $2.06M
|
28.5K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.5K+ 2.64% |
$1.92M - $2.01M
|
914K
$81.6M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
20K+ 24.16% |
$1.63M - $1.71M
|
103K
$9.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.3K+ 6.88% |
$1.49M - $1.57M
|
285K
$25.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
16.5KNew |
$1.34M - $1.41M
|
16.5K
$1.47M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.2K+ 42.97% |
$1.24M - $1.3M
|
50.7K
$4.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.3K+ 34138.46% |
$1.08M - $1.14M
|
13.4K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12.8KNew |
$1.04M - $1.1M
|
12.8K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
12K+ 92.27% |
$974K - $1.02M
|
24.9K
$2.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6KNew |
$949K - $996K
|
11.6K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.3K+ 8.64% |
$923K - $970K
|
143K
$12.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11K+ 1.67% |
$897K - $942K
|
671K
$59.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
10.5K+ 11.59% |
$856K - $899K
|
101K
$9.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2K+ 2.13% |
$833K - $875K
|
489K
$43.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.25K+ 125.07% |
$754K - $792K
|
16.7K
$1.49M
|
|
|
Jul 30, 2024
Q2 2024
|
Solano Wealth Management, Inc.
Fairfield, CA |
BUY
|
- |
9.05K+ 3.77% |
$738K - $775K
|
249K
$22.2M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
8.57K+ 2.61% |
$698K - $733K
|
337K
$30.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
8.19KNew |
$667K - $701K
|
8.19K
$730K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.95K+ 2.78% |
$648K - $680K
|
294K
$26.2M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.76K+ 0.72% |
$632K - $664K
|
1.08M
$96.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.68KNew |
$626K - $657K
|
7.68K
$685K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
6.99K+ 6.19% |
$570K - $599K
|
120K
$10.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
6.79KNew |
$553K - $581K
|
6.79K
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.15K+ 2.05% |
$501K - $526K
|
306K
$27.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.02K+ 2.21% |
$490K - $515K
|
278K
$24.8M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.96K+ 2.85% |
$485K - $510K
|
215K
$19.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
5.96K+ 4.74% |
$485K - $510K
|
132K
$11.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.82K+ 25.75% |
$474K - $498K
|
28.4K
$2.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.8KNew |
$473K - $496K
|
5.8K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.72K+ 4.77% |
$466K - $489K
|
125K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
5.51K+ 117.85% |
$449K - $472K
|
10.2K
$909K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.41KNew |
$440K - $463K
|
5.41K
$482K
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
5.4K+ 13.43% |
$440K - $462K
|
45.6K
$4.06M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.23K+ 263.46% |
$426K - $447K
|
7.21K
$643K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
5.17KNew |
$421K - $442K
|
5.17K
$461K
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
5.1K+ 1.29% |
$415K - $436K
|
400K
$35.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.97KNew |
$405K - $425K
|
4.97K
$443K
|