Purchases and Sales Made in Q2 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 2025. 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 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
475K+ 6.2% |
$38.8M - $43.9M
|
8.14M
$741M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
174KNew |
$14.2M - $16.1M
|
174K
$15.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
142K+ 78.88% |
$11.6M - $13.1M
|
323K
$29.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124K+ 28.83% |
$10.1M - $11.5M
|
555K
$50.5M
|
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
116KNew |
$9.43M - $10.7M
|
116K
$10.5M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.6K+ 7.47% |
$7.07M - $8.01M
|
1.25M
$113M
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
80KNew |
$6.52M - $7.39M
|
80K
$7.28M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.3K+ 21.93% |
$5.41M - $6.12M
|
368K
$33.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
59.2KNew |
$4.83M - $5.47M
|
59.2K
$5.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
58.4KNew |
$4.77M - $5.4M
|
58.4K
$5.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56.7K+ 491.75% |
$4.62M - $5.24M
|
68.2K
$6.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
45.3K+ 156.23% |
$3.7M - $4.18M
|
74.3K
$6.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43.6K+ 19.52% |
$3.56M - $4.03M
|
267K
$24.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
31.6K+ 15.87% |
$2.58M - $2.92M
|
231K
$21M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29.1KNew |
$2.37M - $2.68M
|
29.1K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29K+ 9.52% |
$2.37M - $2.68M
|
334K
$30.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 168.92% |
$2.3M - $2.6M
|
44.8K
$4.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28K+ 1.89% |
$2.28M - $2.58M
|
1.51M
$137M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25K+ 1.48% |
$2.04M - $2.31M
|
1.71M
$156M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.8K+ 5.95% |
$2.02M - $2.29M
|
442K
$40.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23K+ 76.34% |
$1.87M - $2.12M
|
53.1K
$4.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.8K+ 2.4% |
$1.86M - $2.11M
|
976K
$88.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.1K+ 130.24% |
$1.8M - $2.04M
|
39.1K
$3.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.6KNew |
$1.76M - $2M
|
21.6K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
20K+ 25.51% |
$1.63M - $1.85M
|
98.2K
$8.94M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.7KNew |
$1.52M - $1.72M
|
18.7K
$1.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.6K+ 35.89% |
$1.51M - $1.71M
|
70.2K
$6.39M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 10.85% |
$1.43M - $1.62M
|
179K
$16.3M
|
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.4K+ 41.99% |
$1.42M - $1.61M
|
59K
$5.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 10.23% |
$1.34M - $1.52M
|
177K
$16.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
15.1KNew |
$1.23M - $1.39M
|
15.1K
$1.37M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 0.25% |
$1.2M - $1.36M
|
5.95M
$541M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
13.6K+ 79.48% |
$1.11M - $1.26M
|
30.7K
$2.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.5K+ 5.92% |
$1.1M - $1.24M
|
241K
$21.9M
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.3K+ 314.17% |
$1.09M - $1.23M
|
17.5K
$1.6M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
12.2K+ 8.29% |
$995K - $1.13M
|
159K
$14.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.1KNew |
$988K - $1.12M
|
12.1K
$1.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.9K+ 1269.3% |
$972K - $1.1M
|
12.8K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8K+ 484.53% |
$884K - $1M
|
13.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.82K+ 2.11% |
$719K - $815K
|
427K
$38.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.3K+ 6.95% |
$596K - $675K
|
112K
$10.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.13K+ 13.89% |
$582K - $659K
|
58.5K
$5.32M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.99K+ 7.11% |
$570K - $645K
|
105K
$9.57M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.97K+ 13.49% |
$569K - $644K
|
58.7K
$5.34M
|
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.22K+ 9.09% |
$507K - $574K
|
74.6K
$6.79M
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
6.04K+ 5.52% |
$492K - $558K
|
115K
$10.5M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.93K+ 18.2% |
$484K - $548K
|
38.5K
$3.5M
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
5.77K+ 1.79% |
$471K - $533K
|
328K
$29.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.54KNew |
$452K - $512K
|
5.54K
$505K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.2KNew |
$424K - $480K
|
5.2K
$473K
|