Purchases and Sales Made in Q3 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2024. 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 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3+ 0.11% |
$251 - $273
|
2.65K
$237K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3+ 0.25% |
$251 - $273
|
1.19K
$106K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.08% |
$251 - $273
|
3.78K
$339K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
BUY
|
- |
1+ 0.01% |
$83.6 - $90.9
|
8.63K
$772K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.32% |
$83.6 - $90.9
|
310
$27.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.07% |
$83.6 - $90.9
|
1.53K
$137K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1New |
$83.6 - $90.9
|
1
$89.5
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.03% |
$83.6 - $90.9
|
2.87K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$83.6 - $90.9
|
4.87K
$436K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1- 0.01% |
$83.6 - $90.9
|
11.8K
$1.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1- 0.34% |
$83.6 - $90.9
|
291
$26.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-2- 0.02% |
$167 - $182
|
9.99K
$894K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-6- 0.2% |
$501 - $546
|
3.04K
$273K
|
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-9- 0.07% |
$752 - $818
|
13.5K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-10- 0.1% |
$836 - $909
|
9.98K
$893K
|
|
|
Nov 12, 2024
Q3 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-11- 0.3% |
$919 - $1K
|
3.66K
$328K
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-14- 0.19% |
$1.17K - $1.27K
|
7.5K
$671K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15- 0.11% |
$1.25K - $1.36K
|
13.1K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-18- 0.65% |
$1.5K - $1.64K
|
2.73K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-25- 0.76% |
$2.09K - $2.27K
|
3.27K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-32- 0.59% |
$2.67K - $2.91K
|
5.4K
$484K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-33- 3.22% |
$2.76K - $3K
|
992
$88.8K
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.07% |
$3.34K - $3.64K
|
3.71K
$332K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-43- 1.42% |
$3.59K - $3.91K
|
2.99K
$268K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-44- 0.2% |
$3.68K - $4K
|
21.5K
$1.93M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-46- 0.42% |
$3.84K - $4.18K
|
11K
$982K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47- 5.37% |
$3.93K - $4.27K
|
828
$74.1K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-48- 5.53% |
$4.01K - $4.37K
|
820
$73.4K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-49- 0.98% |
$4.1K - $4.46K
|
4.93K
$441K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-51- 2.88% |
$4.26K - $4.64K
|
1.72K
$154K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-61- 0.8% |
$5.1K - $5.55K
|
7.6K
$680K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-70- 0.42% |
$5.85K - $6.37K
|
16.7K
$1.5M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-75- 0.07% |
$6.27K - $6.82K
|
110K
$9.88M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-75- 2.84% |
$6.27K - $6.82K
|
2.56K
$230K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-78- 1.11% |
$6.52K - $7.09K
|
6.92K
$619K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-80- 2.0% |
$6.69K - $7.28K
|
3.91K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-95- 1.55% |
$7.94K - $8.64K
|
6.03K
$540K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-108- 0.56% |
$9.03K - $9.82K
|
19.3K
$1.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-114- 0.59% |
$9.53K - $10.4K
|
19.1K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-116- 10.78% |
$9.7K - $10.5K
|
960
$85.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-127- 0.76% |
$10.6K - $11.5K
|
16.5K
$1.48M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-132- 0.44% |
$11K - $12K
|
29.8K
$2.66M
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-132- 1.06% |
$11K - $12K
|
12.4K
$1.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-138- 2.44% |
$11.5K - $12.5K
|
5.51K
$493K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-139- 0.36% |
$11.6K - $12.6K
|
38.8K
$3.47M
|
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-140- 2.55% |
$11.7K - $12.7K
|
5.36K
$480K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-151- 1.52% |
$12.6K - $13.7K
|
9.78K
$875K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-161- 4.96% |
$13.5K - $14.6K
|
3.08K
$276K
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-170- 2.19% |
$14.2K - $15.5K
|
7.59K
$679K
|