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 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
217+ 0.92% |
$16.2K - $17.3K
|
23.8K
$2.17M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
200+ 4.3% |
$15K - $16K
|
4.85K
$442K
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
195+ 4.02% |
$14.6K - $15.6K
|
5.05K
$460K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
181New |
$13.5K - $14.5K
|
181
$16.5K
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
160+ 5.25% |
$12K - $12.8K
|
3.21K
$292K
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
131New |
$9.8K - $10.5K
|
131
$11.9K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
114+ 6.89% |
$8.53K - $9.11K
|
1.77K
$161K
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
96+ 0.61% |
$7.18K - $7.67K
|
15.7K
$1.43M
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
76+ 1.33% |
$5.69K - $6.07K
|
5.8K
$529K
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
65+ 0.08% |
$4.86K - $5.19K
|
77K
$7.02M
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
60+ 8.89% |
$4.49K - $4.8K
|
735
$67K
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
27+ 0.2% |
$2.02K - $2.16K
|
13.2K
$1.2M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
26New |
$1.95K - $2.08K
|
26
$2.37K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
20+ 0.25% |
$1.5K - $1.6K
|
8.14K
$743K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12+ 0.1% |
$898 - $959
|
11.9K
$1.08M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.08% |
$299 - $320
|
5.25K
$478K
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.1% |
$224 - $240
|
3.07K
$280K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1+ 0.42% |
$74.8 - $79.9
|
238
$21.7K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.17% |
$74.8 - $79.9
|
584
$53.3K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2024
Q3 2021
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-5- 0.01% |
$374 - $400
|
96.2K
$8.77M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-8Closed |
$599 - $639
|
0
$0
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 2.0% |
$748 - $799
|
491
$44.8K
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24- 0.07% |
$1.8K - $1.92K
|
34.2K
$3.12M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-33- 0.05% |
$2.47K - $2.64K
|
65.2K
$5.95M
|
|
May 28, 2025
Q3 2021
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-35- 1.09% |
$2.62K - $2.8K
|
3.19K
$291K
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-45- 6.84% |
$3.37K - $3.6K
|
613
$55.9K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-46- 24.6% |
$3.44K - $3.68K
|
141
$12.9K
|
|
Nov 15, 2021
Q3 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-48- 0.64% |
$3.59K - $3.84K
|
7.41K
$676K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-80- 0.16% |
$5.99K - $6.39K
|
48.7K
$4.44M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-84- 0.25% |
$6.28K - $6.71K
|
33.1K
$3.02M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-85- 0.65% |
$6.36K - $6.79K
|
13.1K
$1.19M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-99- 0.9% |
$7.41K - $7.91K
|
10.9K
$992K
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-108- 3.67% |
$8.08K - $8.63K
|
2.84K
$259K
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-114- 2.39% |
$8.53K - $9.11K
|
4.65K
$424K
|
|
Oct 26, 2021
Q3 2021
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-132- 1.82% |
$9.88K - $10.5K
|
7.12K
$650K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-133- 2.68% |
$9.95K - $10.6K
|
4.82K
$440K
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-134- 0.63% |
$10K - $10.7K
|
21.2K
$1.93M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
SELL
|
- |
-135- 4.49% |
$10.1K - $10.8K
|
2.87K
$262K
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-150Closed |
$11.2K - $12K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-151Closed |
$11.3K - $12.1K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-155- 2.31% |
$11.6K - $12.4K
|
6.54K
$597K
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-186- 0.62% |
$13.9K - $14.9K
|
30K
$2.73M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-205- 22.65% |
$15.3K - $16.4K
|
700
$63.8K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-235- 3.09% |
$17.6K - $18.8K
|
7.36K
$671K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-265- 6.41% |
$19.8K - $21.2K
|
3.87K
$353K
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-290- 2.98% |
$21.7K - $23.2K
|
9.46K
$862K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-299- 63.75% |
$22.4K - $23.9K
|
170
$15.5K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-358- 65.93% |
$26.8K - $28.6K
|
185
$16.9K
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-359- 51.65% |
$26.9K - $28.7K
|
336
$30.6K
|