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 12, 2024
Q3 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-177- 0.49% |
$14.8K - $16.1K
|
35.7K
$3.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-177- 6.39% |
$14.8K - $16.1K
|
2.59K
$232K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-179- 1.84% |
$15K - $16.3K
|
9.56K
$856K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-185- 0.41% |
$15.5K - $16.8K
|
45.4K
$4.07M
|
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-190- 11.41% |
$15.9K - $17.3K
|
1.48K
$132K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
SELL
|
- |
-200- 8.31% |
$16.7K - $18.2K
|
2.21K
$198K
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-209- 3.67% |
$17.5K - $19K
|
5.49K
$491K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-217- 0.68% |
$18.1K - $19.7K
|
31.6K
$2.83M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-238- 3.52% |
$19.9K - $21.6K
|
6.53K
$584K
|
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-242- 8.91% |
$20.2K - $22K
|
2.47K
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-252- 3.02% |
$21.1K - $22.9K
|
8.1K
$725K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-259- 2.42% |
$21.6K - $23.6K
|
10.4K
$935K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-289- 11.42% |
$24.2K - $26.3K
|
2.24K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-297- 2.49% |
$24.8K - $27K
|
11.6K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-320- 6.19% |
$26.7K - $29.1K
|
4.85K
$434K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-325- 14.38% |
$27.2K - $29.6K
|
1.94K
$173K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-343- 4.59% |
$28.7K - $31.2K
|
7.13K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-352- 13.04% |
$29.4K - $32K
|
2.35K
$210K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-389- 83.84% |
$32.5K - $35.4K
|
75
$6.71K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-391- 14.18% |
$32.7K - $35.6K
|
2.37K
$212K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-420- 13.82% |
$35.1K - $38.2K
|
2.62K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-421- 5.52% |
$35.2K - $38.3K
|
7.2K
$645K
|
|
|
Oct 04, 2024
Q3 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-434- 12.88% |
$36.3K - $39.5K
|
2.94K
$263K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-443- 13.87% |
$37K - $40.3K
|
2.75K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-452- 1.69% |
$37.8K - $41.1K
|
26.3K
$2.35M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-468- 71.12% |
$39.1K - $42.6K
|
190
$17K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-471- 1.89% |
$39.4K - $42.8K
|
24.4K
$2.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-472- 0.84% |
$39.4K - $42.9K
|
56K
$5.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-500- 17.9% |
$41.8K - $45.5K
|
2.29K
$205K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-509- 2.64% |
$42.5K - $46.3K
|
18.8K
$1.68M
|
|
|
Nov 07, 2024
Q3 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-530- 14.91% |
$44.3K - $48.2K
|
3.03K
$271K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-550- 4.93% |
$46K - $50K
|
10.6K
$949K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-563- 2.85% |
$47.1K - $51.2K
|
19.2K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-563- 6.3% |
$47.1K - $51.2K
|
8.38K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-567- 1.53% |
$47.4K - $51.6K
|
36.5K
$3.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-591- 5.8% |
$49.4K - $53.7K
|
9.6K
$859K
|
|
|
Oct 23, 2024
Q3 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-606- 15.11% |
$50.6K - $55.1K
|
3.4K
$305K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-633- 4.0% |
$52.9K - $57.6K
|
15.2K
$1.36M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-647- 5.7% |
$54.1K - $58.8K
|
10.7K
$958K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-656- 73.63% |
$54.8K - $59.7K
|
235
$21K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-660- 0.95% |
$55.2K - $60K
|
68.9K
$6.17M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-661- 19.89% |
$55.2K - $60.1K
|
2.66K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-669- 1.52% |
$55.9K - $60.8K
|
43.2K
$3.87M
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-687- 1.41% |
$57.4K - $62.5K
|
48.2K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-699- 9.58% |
$58.4K - $63.6K
|
6.6K
$591K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-763- 6.16% |
$63.8K - $69.4K
|
11.6K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-784- 2.32% |
$65.5K - $71.3K
|
33K
$2.96M
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-850- 54.84% |
$71K - $77.3K
|
700
$62.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-872- 8.02% |
$72.9K - $79.3K
|
10K
$895K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-872- 8.92% |
$72.9K - $79.3K
|
8.9K
$797K
|