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 26, 2025
Q2 2025
|
Claris Financial LLC
Glen Allen, VA |
SELL
|
- |
-19.3K- 32.6% |
$1.58M - $1.79M
|
40K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-19.4K- 24.43% |
$1.58M - $1.79M
|
59.9K
$5.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-19.8K- 53.22% |
$1.62M - $1.83M
|
17.4K
$1.59M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-20.2K- 17.91% |
$1.65M - $1.86M
|
92.5K
$8.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.6K- 14.84% |
$1.68M - $1.91M
|
118K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-25.4K- 46.05% |
$2.07M - $2.35M
|
29.8K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-26.6K- 47.8% |
$2.17M - $2.46M
|
29K
$2.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-28K- 16.83% |
$2.29M - $2.59M
|
138K
$12.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-30.2K- 25.45% |
$2.46M - $2.79M
|
88.4K
$8.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-31.4K- 4.44% |
$2.56M - $2.9M
|
675K
$61.4M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-32.4K- 67.17% |
$2.64M - $2.99M
|
15.8K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34K- 16.93% |
$2.78M - $3.14M
|
167K
$15.2M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-36.8K- 76.65% |
$3M - $3.4M
|
11.2K
$1.02M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-37K- 4.58% |
$3.02M - $3.42M
|
771K
$70.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-38.9K- 43.09% |
$3.17M - $3.59M
|
51.3K
$4.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-40.2K- 33.43% |
$3.28M - $3.72M
|
80.1K
$7.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-41.6K- 50.23% |
$3.4M - $3.85M
|
41.2K
$3.75M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-46.9K- 3.94% |
$3.82M - $4.33M
|
1.14M
$104M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-48K- 10.19% |
$3.92M - $4.44M
|
424K
$38.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-50.1K- 20.59% |
$4.09M - $4.63M
|
193K
$17.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.8K- 5.1% |
$4.39M - $4.97M
|
1M
$91.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-64.3K- 5.11% |
$5.25M - $5.94M
|
1.2M
$109M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-66.6K- 14.47% |
$5.43M - $6.15M
|
393K
$35.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72.8K- 40.11% |
$5.94M - $6.72M
|
109K
$9.89M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-108K- 28.43% |
$8.78M - $9.94M
|
271K
$24.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-114K- 8.97% |
$9.32M - $10.6M
|
1.16M
$106M
|
|
|
Aug 11, 2025
Q2 2025
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
SELL
|
- |
-134K- 25.57% |
$10.9M - $12.3M
|
389K
$35.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-166K- 5.11% |
$13.6M - $15.3M
|
3.08M
$281M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-227K- 80.3% |
$18.6M - $21M
|
55.8K
$5.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-260K- 18.54% |
$21.2M - $24M
|
1.14M
$104M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-305K- 5.71% |
$24.9M - $28.2M
|
5.04M
$458M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.18M- 97.61% |
$178M - $202M
|
53.5K
$4.86M
|