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 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
274New |
$22.4K - $25.3K
|
274
$24.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
253+ 1.13% |
$20.6K - $23.4K
|
22.6K
$2.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
246+ 492.0% |
$20.1K - $22.7K
|
296
$26.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
241+ 2.56% |
$19.7K - $22.3K
|
9.65K
$878K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
230+ 2.09% |
$18.8K - $21.2K
|
11.3K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
215+ 10.23% |
$17.5K - $19.9K
|
2.32K
$211K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
206+ 1.43% |
$16.8K - $19K
|
14.7K
$1.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
200New |
$16.3K - $18.5K
|
200
$18.2K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
193+ 4.5% |
$15.7K - $17.8K
|
4.49K
$408K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
161+ 2.84% |
$13.1K - $14.9K
|
5.83K
$530K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
154+ 0.8% |
$12.6K - $14.2K
|
19.5K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
129+ 1.04% |
$10.5K - $11.9K
|
12.5K
$1.14M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
129+ 26.38% |
$10.5K - $11.9K
|
618
$56.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
127+ 3.5% |
$10.4K - $11.7K
|
3.75K
$342K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
127+ 1.23% |
$10.4K - $11.7K
|
10.4K
$948K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
119+ 2.03% |
$9.71K - $11K
|
5.98K
$544K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108+ 0.21% |
$8.81K - $9.98K
|
52.1K
$4.74M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
103+ 3.06% |
$8.4K - $9.52K
|
3.47K
$316K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
100+ 0.7% |
$8.16K - $9.24K
|
14.5K
$1.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
91+ 1.88% |
$7.43K - $8.41K
|
4.94K
$449K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
89+ 1.31% |
$7.26K - $8.22K
|
6.9K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
79+ 0.84% |
$6.45K - $7.3K
|
9.45K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
75+ 1.49% |
$6.12K - $6.93K
|
5.12K
$466K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
58New |
$4.73K - $5.36K
|
58
$5.28K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
51New |
$4.16K - $4.71K
|
51
$4.64K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
45New |
$3.67K - $4.16K
|
45
$4.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40+ 0.19% |
$3.26K - $3.7K
|
21.4K
$1.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
39+ 1.64% |
$3.18K - $3.6K
|
2.42K
$220K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
38+ 0.45% |
$3.1K - $3.51K
|
8.47K
$770K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
35+ 1.4% |
$2.86K - $3.23K
|
2.54K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27+ 0.25% |
$2.2K - $2.49K
|
11K
$1M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
25+ 0.07% |
$2.04K - $2.31K
|
33.8K
$3.07M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
24+ 0.07% |
$1.96K - $2.22K
|
34.9K
$3.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
16+ 0.24% |
$1.31K - $1.48K
|
6.56K
$597K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.13% |
$1.14K - $1.29K
|
10.9K
$990K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
14+ 0.17% |
$1.14K - $1.29K
|
8.46K
$770K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.13% |
$1.06K - $1.2K
|
10.2K
$930K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12+ 0.11% |
$979 - $1.11K
|
10.9K
$992K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.2% |
$979 - $1.11K
|
6.1K
$555K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.03% |
$898 - $1.02K
|
39.3K
$3.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.21% |
$490 - $554
|
2.85K
$259K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4+ 0.15% |
$326 - $370
|
2.69K
$245K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.09% |
$326 - $370
|
4.41K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 0.06% |
$245 - $277
|
5.13K
$466K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.08% |
$163 - $185
|
2.48K
$226K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.38% |
$163 - $185
|
532
$48.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 0.17% |
$163 - $185
|
1.2K
$109K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1+ 0.03% |
$81.6 - $92.4
|
3.56K
$324K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.32% |
$81.6 - $92.4
|
313
$28.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|