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 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-200- 0.68% |
$16.3K - $18.5K
|
29.3K
$2.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-210- 65.63% |
$17.1K - $19.4K
|
110
$10K
|
|
|
Sep 25, 2025
Q2 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-211- 5.77% |
$17.2K - $19.5K
|
3.45K
$314K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-227- 4.69% |
$18.5K - $21K
|
4.61K
$420K
|
|
|
Aug 08, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-244- 58.94% |
$19.9K - $22.5K
|
170
$15.5K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-250- 3.39% |
$20.4K - $23.1K
|
7.13K
$649K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-250- 6.33% |
$20.4K - $23.1K
|
3.7K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 0.46% |
$20.6K - $23.3K
|
54.9K
$5M
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-257- 1.3% |
$21K - $23.7K
|
19.5K
$1.78M
|
|
|
Aug 01, 2025
Q2 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-258- 1.19% |
$21.1K - $23.8K
|
21.4K
$1.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-265- 4.93% |
$21.6K - $24.5K
|
5.11K
$465K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-274- 23.06% |
$22.4K - $25.3K
|
914
$83.2K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-287- 10.77% |
$23.4K - $26.5K
|
2.38K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-287- 5.42% |
$23.4K - $26.5K
|
5.01K
$456K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-298- 6.29% |
$24.3K - $27.5K
|
4.44K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
SELL
|
- |
-300- 3.83% |
$24.5K - $27.7K
|
7.53K
$685K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-306- 9.84% |
$25K - $28.3K
|
2.8K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-308- 4.68% |
$25.1K - $28.5K
|
6.27K
$571K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-318- 1.25% |
$25.9K - $29.4K
|
25.2K
$2.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-370- 0.14% |
$30.2K - $34.2K
|
260K
$23.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-373- 7.8% |
$30.4K - $34.5K
|
4.41K
$401K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-390- 1.64% |
$31.8K - $36K
|
23.4K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-393- 1.49% |
$32.1K - $36.3K
|
25.9K
$2.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
SELL
|
- |
-406- 0.98% |
$33.1K - $37.5K
|
40.9K
$3.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-417- 4.98% |
$34K - $38.5K
|
7.96K
$724K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-422- 1.54% |
$34.4K - $39K
|
27K
$2.45M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-425- 7.78% |
$34.7K - $39.3K
|
5.04K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Clg LLC
Long Beach, CA |
SELL
|
- |
-425- 5.62% |
$34.7K - $39.3K
|
7.14K
$649K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-434- 0.99% |
$35.4K - $40.1K
|
43.3K
$3.94M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-468- 0.81% |
$38.2K - $43.2K
|
57K
$5.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-475- 10.09% |
$38.8K - $43.9K
|
4.23K
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-479- 9.8% |
$39.1K - $44.3K
|
4.41K
$401K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-553- 4.5% |
$45.1K - $51.1K
|
11.7K
$1.07M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-555- 11.12% |
$45.3K - $51.3K
|
4.44K
$404K
|
|
|
Aug 14, 2025
Q2 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-563- 24.51% |
$45.9K - $52K
|
1.73K
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-575- 0.57% |
$46.9K - $53.1K
|
100K
$9.13M
|
|
|
Jul 23, 2025
Q2 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
SELL
|
- |
-600- 12.87% |
$49K - $55.4K
|
4.06K
$370K
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-600- 11.64% |
$49K - $55.4K
|
4.55K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-630- 4.23% |
$51.4K - $58.2K
|
14.3K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-699- 3.97% |
$57K - $64.6K
|
16.9K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-700- 14.3% |
$57.1K - $64.7K
|
4.19K
$382K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-701- 4.59% |
$57.2K - $64.8K
|
14.6K
$1.33M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-707- 3.48% |
$57.7K - $65.3K
|
19.6K
$1.78M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-715- 15.84% |
$58.3K - $66.1K
|
3.8K
$346K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-720- 1.19% |
$58.8K - $66.5K
|
59.7K
$5.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-776- 6.81% |
$63.3K - $71.7K
|
10.6K
$966K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-822- 74.93% |
$67.1K - $75.9K
|
275
$25K
|
|
|
Aug 14, 2025
Q2 2025
|
Keystone Financial Services, LLC
Omaha, NE |
SELL
|
- |
-848- 6.1% |
$69.2K - $78.3K
|
13K
$1.19M
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-855- 5.37% |
$69.8K - $79K
|
15.1K
$1.37M
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-872- 2.29% |
$71.2K - $80.6K
|
37.2K
$3.38M
|