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 11, 2025
Q2 2025
|
Strategic Equity Management
|
SELL
|
- |
-2.65K- 46.03% |
$216K - $245K
|
3.1K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 6.28% |
$221K - $250K
|
40.4K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-2.85K- 50.14% |
$233K - $264K
|
2.84K
$258K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.93K- 2.55% |
$239K - $271K
|
112K
$10.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.93K- 10.31% |
$239K - $271K
|
25.5K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.95K- 24.24% |
$241K - $273K
|
9.23K
$840K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.04K- 2.48% |
$248K - $281K
|
120K
$10.9M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.09K- 6.41% |
$252K - $285K
|
45K
$4.1M
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-3.29K- 79.82% |
$268K - $304K
|
831
$75.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-3.41K- 31.41% |
$278K - $315K
|
7.45K
$678K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-3.65K- 23.43% |
$298K - $337K
|
11.9K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-3.71K- 3.15% |
$303K - $343K
|
114K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.72K- 11.19% |
$304K - $344K
|
29.5K
$2.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.77K- 8.11% |
$308K - $348K
|
42.7K
$3.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-4K- 63.69% |
$326K - $369K
|
2.28K
$207K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.07K- 11.37% |
$332K - $376K
|
31.7K
$2.89M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.14K- 17.86% |
$338K - $382K
|
19K
$1.73M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.22K- 75.52% |
$344K - $389K
|
1.37K
$124K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.38K- 0.3% |
$357K - $404K
|
1.46M
$133M
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.61K- 7.2% |
$376K - $426K
|
59.4K
$5.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.61K- 4.3% |
$377K - $426K
|
103K
$9.34M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-4.67K- 5.35% |
$381K - $431K
|
82.6K
$7.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.9K- 2.94% |
$400K - $453K
|
162K
$14.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.15K- 11.8% |
$420K - $476K
|
38.5K
$3.5M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.24K- 43.93% |
$428K - $484K
|
6.69K
$609K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-5.65K- 11.35% |
$461K - $522K
|
44.1K
$4.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Beck Bode, LLC
|
SELL
|
- |
-5.73K- 39.19% |
$468K - $530K
|
8.89K
$809K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.69K- 10.94% |
$546K - $618K
|
54.4K
$4.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-7.11K- 26.32% |
$580K - $656K
|
19.9K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7.35K- 6.27% |
$600K - $679K
|
110K
$10M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.36K- 1.96% |
$601K - $680K
|
368K
$33.5M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.43K- 14.09% |
$606K - $686K
|
45.3K
$4.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-7.87K- 42.62% |
$642K - $727K
|
10.6K
$963K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-7.92K- 30.22% |
$646K - $732K
|
18.3K
$1.66M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8.14K- 29.18% |
$664K - $752K
|
19.8K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-8.56K- 46.63% |
$698K - $791K
|
9.79K
$891K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-10.3K- 16.95% |
$837K - $948K
|
50.3K
$4.58M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10.7K- 6.26% |
$877K - $993K
|
161K
$14.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 64.65% |
$883K - $1M
|
5.92K
$539K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.1K- 25.86% |
$903K - $1.02M
|
31.7K
$2.89M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-11.1K- 27.64% |
$904K - $1.02M
|
29K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.5K- 36.78% |
$938K - $1.06M
|
19.8K
$1.8M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-12.5K- 13.69% |
$1.02M - $1.15M
|
78.8K
$7.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13K- 12.44% |
$1.06M - $1.2M
|
91.5K
$8.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-13.1K- 31.07% |
$1.07M - $1.21M
|
29K
$2.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-15.1K- 14.71% |
$1.23M - $1.39M
|
87.4K
$7.95M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.5K- 2.57% |
$1.27M - $1.43M
|
588K
$53.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.3K- 24.87% |
$1.41M - $1.6M
|
52.4K
$4.77M
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-18.3K- 77.14% |
$1.49M - $1.69M
|
5.42K
$493K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-19.3K- 25.65% |
$1.57M - $1.78M
|
55.9K
$5.09M
|