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
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$163 - $185
|
20K
$1.82M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-3- 0.27% |
$245 - $277
|
1.12K
$102K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.09% |
$326 - $370
|
4.34K
$395K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-8- 0.07% |
$653 - $739
|
11.2K
$1.02M
|
|
|
Aug 07, 2025
Q2 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-8- 0.07% |
$653 - $739
|
11.2K
$1.02M
|
|
|
Aug 04, 2025
Q2 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-10- 0.31% |
$816 - $924
|
3.25K
$296K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-13- 0.2% |
$1.06K - $1.2K
|
6.54K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-13- 0.26% |
$1.06K - $1.2K
|
4.93K
$449K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-13- 0.1% |
$1.06K - $1.2K
|
12.6K
$1.15M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$1.39K - $1.57K
|
5.8K
$528K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-17- 0.09% |
$1.39K - $1.57K
|
18.1K
$1.64M
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-18- 0.39% |
$1.47K - $1.66K
|
4.54K
$413K
|
|
|
Aug 04, 2025
Q2 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-20- 0.69% |
$1.63K - $1.85K
|
2.88K
$262K
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-23- 2.07% |
$1.88K - $2.12K
|
1.09K
$99K
|
|
|
Jul 25, 2025
Q2 2025
|
Cypress Capital Group
|
SELL
|
- |
-25- 0.83% |
$2.04K - $2.31K
|
3.01K
$273K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-31- 1.23% |
$2.53K - $2.86K
|
2.5K
$227K
|
|
|
Jul 24, 2025
Q2 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-46- 0.54% |
$3.75K - $4.25K
|
8.47K
$770K
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-48- 0.2% |
$3.92K - $4.43K
|
24.2K
$2.2M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-49- 16.61% |
$4K - $4.53K
|
246
$22.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-51- 0.17% |
$4.16K - $4.71K
|
29.5K
$2.69M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-52- 0.18% |
$4.24K - $4.8K
|
29.5K
$2.68M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52Closed |
$4.24K - $4.8K
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-58- 0.22% |
$4.73K - $5.36K
|
26.2K
$2.38M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-58- 29.15% |
$4.73K - $5.36K
|
141
$12.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-60- 0.21% |
$4.9K - $5.54K
|
29.2K
$2.66M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-64- 3.92% |
$5.22K - $5.91K
|
1.57K
$143K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-64- 1.25% |
$5.22K - $5.91K
|
5.05K
$460K
|
|
|
Aug 14, 2025
Q2 2025
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-79- 0.46% |
$6.45K - $7.3K
|
17.2K
$1.56M
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-83- 0.56% |
$6.77K - $7.67K
|
14.6K
$1.33M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-86- 3.53% |
$7.02K - $7.95K
|
2.35K
$214K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-88- 1.27% |
$7.18K - $8.13K
|
6.83K
$622K
|
|
|
Aug 07, 2025
Q2 2025
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-90- 1.32% |
$7.34K - $8.32K
|
6.72K
$612K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-90- 2.12% |
$7.34K - $8.32K
|
4.16K
$378K
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-96- 3.29% |
$7.83K - $8.87K
|
2.82K
$257K
|
|
|
Jul 28, 2025
Q2 2025
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-102- 3.26% |
$8.32K - $9.42K
|
3.03K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-104- 0.22% |
$8.49K - $9.61K
|
46.8K
$4.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-106- 61.27% |
$8.65K - $9.79K
|
67
$6.1K
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-107- 1.92% |
$8.73K - $9.89K
|
5.47K
$498K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-108- 1.07% |
$8.81K - $9.98K
|
9.97K
$908K
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-115- 0.47% |
$9.38K - $10.6K
|
24.3K
$2.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-115- 0.49% |
$9.38K - $10.6K
|
23.3K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-116- 1.23% |
$9.47K - $10.7K
|
9.29K
$845K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-119- 3.1% |
$9.71K - $11K
|
3.72K
$339K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-134- 1.8% |
$10.9K - $12.4K
|
7.3K
$664K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-151- 0.68% |
$12.3K - $14K
|
21.9K
$1.99M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-152- 0.8% |
$12.4K - $14K
|
18.8K
$1.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-172- 5.2% |
$14K - $15.9K
|
3.14K
$285K
|
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-195- 13.48% |
$15.9K - $18K
|
1.25K
$114K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-200- 3.47% |
$16.3K - $18.5K
|
5.57K
$507K
|