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 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.05K+ 43.26% |
$412K - $467K
|
16.7K
$1.52M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.77K+ 1.12% |
$389K - $440K
|
430K
$39.2M
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.58K+ 160.7% |
$374K - $423K
|
7.43K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.49KNew |
$367K - $415K
|
4.49K
$409K
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
4.48KNew |
$365K - $414K
|
4.48K
$407K
|
|
|
Aug 11, 2025
Q2 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.16K+ 7.65% |
$339K - $384K
|
58.5K
$5.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
3.98K+ 26.46% |
$325K - $368K
|
19K
$1.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.97KNew |
$324K - $367K
|
3.97K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.94KNew |
$322K - $364K
|
3.94K
$359K
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.61KNew |
$294K - $333K
|
3.61K
$328K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 5.38% |
$285K - $323K
|
68.5K
$6.24M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.42K+ 4.71% |
$279K - $316K
|
75.9K
$6.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
3.41K+ 2.27% |
$278K - $315K
|
154K
$14M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.35K+ 1.46% |
$274K - $310K
|
233K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.3K+ 4.41% |
$269K - $305K
|
78.2K
$7.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
3.22K+ 394.61% |
$263K - $298K
|
4.04K
$368K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.2K+ 4.44% |
$261K - $296K
|
75.3K
$6.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
3.18KNew |
$260K - $294K
|
3.18K
$290K
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.18K+ 75.26% |
$259K - $294K
|
7.4K
$674K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.1KNew |
$253K - $286K
|
3.1K
$282K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.95K+ 4.64% |
$241K - $273K
|
66.6K
$6.06M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.66K+ 5.67% |
$217K - $245K
|
49.5K
$4.51M
|
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.61KNew |
$213K - $241K
|
2.61K
$238K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
2.52K+ 3.85% |
$205K - $233K
|
67.9K
$6.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.43KNew |
$198K - $225K
|
2.43K
$221K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.41K+ 1.53% |
$197K - $223K
|
160K
$14.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.27KNew |
$185K - $210K
|
2.27K
$207K
|
|
|
Jul 22, 2025
Q2 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.23KNew |
$182K - $206K
|
2.23K
$203K
|
|
|
Aug 04, 2025
Q2 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.23KNew |
$182K - $206K
|
2.23K
$202K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
2.22KNew |
$181K - $205K
|
2.22K
$202K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
2.2K+ 29.58% |
$180K - $204K
|
9.66K
$879K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 0.38% |
$177K - $201K
|
571K
$52M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.13K+ 6.14% |
$174K - $197K
|
36.9K
$3.36M
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.04K+ 53.89% |
$167K - $189K
|
5.83K
$531K
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2K+ 26.25% |
$164K - $185K
|
9.64K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
1.99K+ 11.79% |
$162K - $184K
|
18.8K
$1.72M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.98K+ 4.37% |
$162K - $183K
|
47.4K
$4.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.98K+ 10.53% |
$162K - $183K
|
20.8K
$1.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1.96K+ 9.3% |
$160K - $181K
|
23.1K
$2.1M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.91K+ 1.75% |
$156K - $176K
|
111K
$10.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.83K+ 11.54% |
$149K - $169K
|
17.6K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.79K+ 9.72% |
$146K - $166K
|
20.2K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.75K+ 12.45% |
$143K - $161K
|
15.8K
$1.44M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.65KNew |
$135K - $152K
|
1.65K
$150K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1.62K+ 10.04% |
$132K - $149K
|
17.7K
$1.61M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.61K+ 5.26% |
$132K - $149K
|
32.3K
$2.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.61K+ 8.86% |
$131K - $149K
|
19.8K
$1.8M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 0.58% |
$130K - $147K
|
277K
$25.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 12.74% |
$124K - $141K
|
13.5K
$1.23M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 48.68% |
$122K - $138K
|
4.55K
$414K
|