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 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.48K+ 63.38% |
$121K - $137K
|
3.81K
$347K
|
|
|
Aug 04, 2025
Q2 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
1.45K+ 13.25% |
$118K - $134K
|
12.4K
$1.12M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44K+ 14.83% |
$117K - $133K
|
11.1K
$1.01M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.37K+ 288.45% |
$112K - $127K
|
1.85K
$168K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.28K+ 8.77% |
$105K - $119K
|
15.9K
$1.45M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.28K+ 10.2% |
$104K - $118K
|
13.8K
$1.26M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.26K+ 1.36% |
$102K - $116K
|
93.4K
$8.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.23K+ 3.99% |
$101K - $114K
|
32.2K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
1.1K+ 2.42% |
$89.4K - $101K
|
46.4K
$4.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
989New |
$80.7K - $91.4K
|
989
$90K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
895+ 0.41% |
$73K - $82.7K
|
221K
$20.2M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
879+ 13.12% |
$71.7K - $81.2K
|
7.58K
$690K
|
|
|
Aug 01, 2025
Q2 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
852+ 14.19% |
$69.5K - $78.7K
|
6.86K
$624K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
845+ 8.05% |
$69K - $78.1K
|
11.3K
$1.03M
|
|
|
Jul 22, 2025
Q2 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
838+ 1.01% |
$68.4K - $77.4K
|
83.8K
$7.62M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
816New |
$66.6K - $75.4K
|
816
$74.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
798+ 1.41% |
$65.1K - $73.7K
|
57.4K
$5.22M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
775+ 9.22% |
$63.2K - $71.6K
|
9.18K
$836K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
742+ 3.59% |
$60.5K - $68.6K
|
21.4K
$1.95M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
726+ 6.57% |
$59.2K - $67.1K
|
11.8K
$1.07M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
710+ 3.2% |
$57.9K - $65.6K
|
22.9K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
700+ 41.03% |
$57.1K - $64.7K
|
2.41K
$219K
|
|
|
Jul 24, 2025
Q2 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
689+ 14.73% |
$56.2K - $63.7K
|
5.37K
$488K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
633New |
$51.7K - $58.5K
|
633
$57.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
625+ 263.71% |
$51K - $57.7K
|
862
$78.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
625+ 46.78% |
$51K - $57.7K
|
1.96K
$178K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
621+ 0.86% |
$50.7K - $57.4K
|
73K
$6.64M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
599+ 58.21% |
$48.9K - $55.3K
|
1.63K
$148K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
597+ 0.23% |
$48.7K - $55.2K
|
258K
$23.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
575+ 18.65% |
$46.9K - $53.1K
|
3.66K
$333K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
558+ 547.06% |
$45.5K - $51.6K
|
660
$60.1K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
557New |
$45.5K - $51.5K
|
557
$50.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
547+ 1.49% |
$44.6K - $50.5K
|
37.2K
$3.39M
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
532+ 14.82% |
$43.4K - $49.2K
|
4.12K
$375K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
520+ 0.16% |
$42.4K - $48K
|
328K
$29.8M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
493+ 1.13% |
$40.2K - $45.5K
|
44K
$4.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
486+ 1.83% |
$39.7K - $44.9K
|
27K
$2.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
480+ 3.06% |
$39.2K - $44.3K
|
16.2K
$1.47M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
452+ 12.68% |
$36.9K - $41.8K
|
4.02K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
445New |
$36.3K - $41.1K
|
445
$40.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
407+ 92.92% |
$33.2K - $37.6K
|
845
$76.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
384+ 2.51% |
$31.3K - $35.5K
|
15.7K
$1.43M
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
378+ 16.92% |
$30.8K - $34.9K
|
2.61K
$238K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
375+ 2.87% |
$30.6K - $34.6K
|
13.4K
$1.22M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
371+ 0.77% |
$30.3K - $34.3K
|
48.3K
$4.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
350New |
$28.6K - $32.3K
|
350
$31.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
317+ 1.54% |
$25.9K - $29.3K
|
20.9K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
284+ 2.81% |
$23.2K - $26.2K
|
10.4K
$947K
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Investment Services, LLC
|
BUY
|
- |
282+ 7.97% |
$23K - $26.1K
|
3.82K
$348K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
279New |
$22.8K - $25.8K
|
279
$25.4K
|