Purchases and Sales Made in Q3 2023 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-111K- 36.51% |
$8.2M - $8.59M
|
194K
$17.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-136K- 1.83% |
$10M - $10.5M
|
7.31M
$667M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-163K- 71.25% |
$12M - $12.6M
|
65.9K
$6.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-163K- 71.25% |
$12M - $12.6M
|
65.9K
$6.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-174K- 92.21% |
$12.8M - $13.4M
|
14.7K
$1.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-225K- 6.13% |
$16.6M - $17.4M
|
3.45M
$314M
|
|
|
Nov 14, 2023
Q3 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-243K- 98.38% |
$17.9M - $18.8M
|
4.02K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-339K- 19.95% |
$24.9M - $26.1M
|
1.36M
$124M
|
|
|
Mar 21, 2025
Q3 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-739K- 98.54% |
$54.4M - $57M
|
10.9K
$995K
|