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
|
Holos Integrated Wealth LLC
Kennett Square, PA |
SELL
|
- |
-872- 6.63% |
$71.2K - $80.6K
|
12.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-923- 5.38% |
$75.3K - $85.3K
|
16.2K
$1.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-975- 30.57% |
$79.6K - $90.1K
|
2.21K
$201K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-989- 0.33% |
$80.7K - $91.4K
|
295K
$26.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-996- 20.54% |
$81.3K - $92K
|
3.85K
$351K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.06K- 1.43% |
$86.1K - $97.5K
|
73K
$6.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.06K- 10.93% |
$86.5K - $97.9K
|
8.64K
$786K
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1.1K- 6.74% |
$89.8K - $102K
|
15.2K
$1.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.11K- 32.0% |
$90.5K - $102K
|
2.36K
$214K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-1.13K- 6.27% |
$92.4K - $105K
|
16.9K
$1.54M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 5.75% |
$94.2K - $107K
|
18.9K
$1.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.17K- 1.32% |
$95.8K - $108K
|
87.5K
$7.96M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-1.18K- 4.05% |
$96.1K - $109K
|
27.9K
$2.54M
|
|
|
Jul 28, 2025
Q2 2025
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.56% |
$100K - $113K
|
20.9K
$1.9M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 25.4% |
$105K - $119K
|
3.78K
$344K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-1.29K- 23.06% |
$105K - $119K
|
4.3K
$391K
|
|
|
Jul 23, 2025
Q2 2025
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.3K- 2.65% |
$106K - $120K
|
47.7K
$4.34M
|
|
|
Jul 29, 2025
Q2 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.31K- 6.06% |
$107K - $121K
|
20.3K
$1.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.34K- 2.97% |
$109K - $123K
|
43.6K
$3.97M
|
|
|
Jul 30, 2025
Q2 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-1.34K- 6.25% |
$109K - $123K
|
20K
$1.82M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 5.14% |
$110K - $125K
|
24.9K
$2.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Integrity Financial Corp
|
SELL
|
- |
-1.37K- 9.01% |
$112K - $127K
|
13.9K
$1.26M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.38K- 33.5% |
$112K - $127K
|
2.73K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.43K- 12.95% |
$117K - $132K
|
9.64K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.47K- 3.46% |
$120K - $136K
|
41K
$3.73M
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.5K- 32.47% |
$122K - $139K
|
3.12K
$284K
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-1.51K- 1.47% |
$124K - $140K
|
101K
$9.23M
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.52K- 14.04% |
$124K - $140K
|
9.28K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.55K- 19.91% |
$126K - $143K
|
6.23K
$567K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.57K- 4.42% |
$128K - $145K
|
34K
$3.09M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 3.05% |
$130K - $147K
|
50.4K
$4.59M
|
|
|
Jul 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 3.98% |
$134K - $152K
|
39.7K
$3.61M
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.7K- 10.38% |
$139K - $157K
|
14.7K
$1.34M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 9.57% |
$144K - $163K
|
16.6K
$1.51M
|
|
|
Jul 28, 2025
Q2 2025
|
Virtus Wealth Solutions LLC
Cranford, NJ |
SELL
|
- |
-1.77K- 1.51% |
$145K - $164K
|
116K
$10.5M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.85K- 20.45% |
$151K - $171K
|
7.2K
$655K
|
|
|
Aug 06, 2025
Q2 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-1.87K- 19.59% |
$152K - $172K
|
7.66K
$697K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.87K- 31.69% |
$152K - $172K
|
4.02K
$366K
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 3.25% |
$161K - $182K
|
58.7K
$5.34M
|
|
|
Aug 19, 2025
Q2 2025
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-2.13K- 6.4% |
$174K - $197K
|
31.2K
$2.83M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-2.14K- 20.84% |
$175K - $198K
|
8.14K
$741K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.15K- 2.09% |
$175K - $199K
|
101K
$9.15M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.18K- 46.43% |
$178K - $202K
|
2.52K
$229K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.24K- 14.62% |
$183K - $207K
|
13.1K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-2.27K- 3.19% |
$185K - $210K
|
69K
$6.28M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.27K- 5.9% |
$185K - $210K
|
36.2K
$3.3M
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.29K- 22.24% |
$187K - $212K
|
8.01K
$729K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.33K- 6.01% |
$190K - $215K
|
36.4K
$3.31M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.53K- 8.31% |
$207K - $234K
|
27.9K
$2.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.54K- 3.03% |
$207K - $234K
|
81.3K
$7.39M
|