Purchases and Sales Made in Q3 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2022. 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 06, 2022
Q3 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-37.7K- 25.58% |
$2.5M - $2.88M
|
110K
$10M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-37.9K- 8.22% |
$2.52M - $2.9M
|
423K
$38.6M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-41K- 92.78% |
$2.72M - $3.14M
|
3.19K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-41.7K- 4.78% |
$2.77M - $3.19M
|
829K
$75.6M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-49K- 60.03% |
$3.26M - $3.75M
|
32.7K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.3K- 5.96% |
$3.41M - $3.93M
|
810K
$73.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-69.4K- 59.37% |
$4.61M - $5.31M
|
47.5K
$4.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-71.1K- 10.17% |
$4.72M - $5.44M
|
628K
$57.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-88.7K- 1.11% |
$5.89M - $6.79M
|
7.89M
$719M
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-89.8K- 29.79% |
$5.96M - $6.87M
|
212K
$19.3M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-92.3K- 42.6% |
$6.13M - $7.06M
|
124K
$11.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-93.7K- 8.7% |
$6.22M - $7.17M
|
983K
$89.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-125K- 13.24% |
$8.28M - $9.54M
|
817K
$74.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-244K- 6.55% |
$16.2M - $18.7M
|
3.49M
$318M
|
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-765K- 94.81% |
$50.8M - $58.6M
|
41.9K
$3.82M
|