Purchases and Sales Made in Q3 2021 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
8.25K+ 41.4% |
$617K - $659K
|
28.2K
$2.51M
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
8.22K+ 29.83% |
$615K - $657K
|
35.8K
$3.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
7.81K+ 236.66% |
$584K - $624K
|
11.1K
$991K
|
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.72KNew |
$577K - $617K
|
7.72K
$688K
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.67K+ 275.57% |
$574K - $613K
|
10.5K
$932K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.47K+ 0.33% |
$559K - $597K
|
2.24M
$200M
|
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
6.85KNew |
$512K - $547K
|
6.85K
$611K
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6.7K+ 29.05% |
$502K - $536K
|
29.8K
$2.66M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.12K+ 4.09% |
$458K - $489K
|
156K
$13.9M
|
|
|
Oct 29, 2021
Q3 2021
|
O Donnell Financial Services, LLC
|
BUY
|
- |
6.08KNew |
$455K - $486K
|
6.08K
$542K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.94KNew |
$444K - $475K
|
5.94K
$530K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
5.78K+ 4.14% |
$433K - $462K
|
145K
$13M
|
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
5.7KNew |
$427K - $456K
|
5.7K
$509K
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5.33KNew |
$399K - $426K
|
5.33K
$475K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
5.3K+ 34.86% |
$396K - $423K
|
20.5K
$1.83M
|
|
|
Oct 07, 2021
Q3 2021
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
5.28KNew |
$395K - $422K
|
5.28K
$471K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
5.24K+ 1.98% |
$392K - $419K
|
270K
$24.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
5.23K+ 2.62% |
$392K - $418K
|
205K
$18.3M
|
|
|
Oct 19, 2021
Q3 2021
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
5.06K+ 5.35% |
$379K - $405K
|
99.6K
$8.89M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.7KNew |
$352K - $376K
|
4.7K
$420K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.66K+ 5.06% |
$349K - $373K
|
96.8K
$8.63M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.65K+ 1.78% |
$348K - $371K
|
265K
$23.6M
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
4.46K+ 0.97% |
$334K - $357K
|
465K
$41.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
4.16K+ 34.47% |
$311K - $332K
|
16.2K
$1.45M
|
|
|
Nov 01, 2021
Q3 2021
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
4.06K+ 6.32% |
$304K - $325K
|
68.3K
$6.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
4K+ 2.09% |
$300K - $320K
|
196K
$17.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
3.92K+ 21.15% |
$293K - $313K
|
22.4K
$2M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.82K+ 2.04% |
$286K - $305K
|
191K
$17M
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
3.8K+ 7.61% |
$284K - $304K
|
53.7K
$4.79M
|
|
|
Oct 13, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.7K+ 97.37% |
$277K - $296K
|
7.5K
$669K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
3.65K+ 16.03% |
$273K - $291K
|
26.4K
$2.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.52K+ 6.41% |
$263K - $281K
|
58.4K
$5.21M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.47K+ 5.02% |
$259K - $277K
|
72.5K
$6.47M
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
3.31K+ 8.25% |
$248K - $264K
|
43.4K
$3.87M
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.29K+ 75.14% |
$246K - $263K
|
7.66K
$683K
|
|
|
Nov 01, 2021
Q3 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3.04KNew |
$227K - $243K
|
3.04K
$271K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.94K+ 19.05% |
$220K - $235K
|
18.4K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.93K+ 3.29% |
$219K - $234K
|
92.1K
$8.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.93KNew |
$219K - $234K
|
2.93K
$261K
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
2.86KNew |
$214K - $228K
|
2.86K
$255K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$213K - $228K
|
2.85K
$254K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.77KNew |
$207K - $221K
|
2.77K
$247K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
2.76K+ 1.38% |
$206K - $220K
|
202K
$18M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.71K+ 4.45% |
$202K - $216K
|
63.6K
$5.67M
|
|
|
Nov 12, 2021
Q3 2021
|
Sargent Investment Group, LLC
|
BUY
|
- |
2.6K+ 1.81% |
$195K - $208K
|
146K
$13M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.58K+ 7.84% |
$193K - $206K
|
35.5K
$3.16M
|
|
|
Oct 12, 2021
Q3 2021
|
Moneywise, Inc.
|
BUY
|
- |
2.56K+ 3.9% |
$192K - $205K
|
68.2K
$6.09M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
2.52K+ 7.06% |
$189K - $202K
|
38.3K
$3.41M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
2.48K+ 28.68% |
$185K - $198K
|
11.1K
$991K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
2.37K+ 51.58% |
$177K - $189K
|
6.96K
$621K
|