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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.69K- 6.63% |
$309K - $336K
|
52K
$4.66M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.77K- 6.27% |
$315K - $343K
|
56.4K
$5.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-4.01K- 49.88% |
$335K - $365K
|
4.03K
$361K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-4.07K- 5.04% |
$340K - $370K
|
76.7K
$6.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.07K- 6.28% |
$340K - $370K
|
60.7K
$5.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-4.09K- 23.2% |
$342K - $372K
|
13.6K
$1.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-4.21K- 8.3% |
$352K - $383K
|
46.5K
$4.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Tl Private Wealth
|
SELL
|
- |
-4.39K- 44.13% |
$366K - $399K
|
5.55K
$497K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.63K- 2.88% |
$387K - $421K
|
156K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.7K- 3.52% |
$393K - $428K
|
129K
$11.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.72K- 18.96% |
$395K - $430K
|
20.2K
$1.81M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-4.98K- 9.33% |
$416K - $453K
|
48.4K
$4.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.07K- 37.42% |
$424K - $461K
|
8.48K
$759K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-5.09K- 17.22% |
$426K - $463K
|
24.5K
$2.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.13K- 6.57% |
$429K - $467K
|
72.9K
$6.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.23K- 9.97% |
$437K - $476K
|
47.2K
$4.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-5.27K- 17.36% |
$440K - $479K
|
25.1K
$2.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.7K- 2.65% |
$476K - $518K
|
210K
$18.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.82K- 7.64% |
$486K - $529K
|
70.4K
$6.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-6.1K- 36.64% |
$510K - $555K
|
10.6K
$945K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.18K- 71.51% |
$516K - $562K
|
2.46K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.61K- 1.8% |
$553K - $601K
|
360K
$32.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6.69K- 62.14% |
$559K - $608K
|
4.08K
$365K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-6.78K- 27.85% |
$567K - $617K
|
17.6K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.15K- 34.19% |
$598K - $650K
|
13.8K
$1.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7.37K- 24.18% |
$616K - $670K
|
23.1K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-7.45K- 8.61% |
$622K - $677K
|
79.1K
$7.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.67K- 11.96% |
$641K - $697K
|
56.5K
$5.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Beck Bode, LLC
|
SELL
|
- |
-8.46K- 26.26% |
$707K - $769K
|
23.7K
$2.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-8.74K- 11.52% |
$731K - $795K
|
67.1K
$6.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-8.76K- 7.14% |
$732K - $796K
|
114K
$10.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Moneywise, Inc.
|
SELL
|
- |
-8.76K- 29.22% |
$732K - $797K
|
21.2K
$1.9M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-9.07K- 2.27% |
$758K - $824K
|
391K
$35M
|
|
|
Oct 22, 2024
Q3 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-9.27K- 7.41% |
$775K - $843K
|
116K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.5K- 3.26% |
$960K - $1.04M
|
341K
$30.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 0.79% |
$991K - $1.08M
|
1.5M
$134M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 19.58% |
$1.06M - $1.15M
|
51.9K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-12.7K- 80.71% |
$1.06M - $1.16M
|
3.04K
$272K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 6.52% |
$1.09M - $1.18M
|
186K
$16.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-13.2K- 98.49% |
$1.1M - $1.2M
|
202
$18.1K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13.5K- 11.08% |
$1.13M - $1.23M
|
109K
$9.72M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-13.7K- 6.48% |
$1.14M - $1.25M
|
197K
$17.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-13.7K- 10.77% |
$1.15M - $1.25M
|
114K
$10.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-17.4K- 23.05% |
$1.45M - $1.58M
|
58K
$5.2M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-19.3K- 76.02% |
$1.62M - $1.76M
|
6.1K
$546K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-20.8K- 33.76% |
$1.74M - $1.89M
|
40.8K
$3.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-22.3K- 21.4% |
$1.86M - $2.03M
|
81.9K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-23.5K- 25.16% |
$1.96M - $2.13M
|
69.8K
$6.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-24.7K- 8.68% |
$2.07M - $2.25M
|
260K
$23.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-25.5K- 13.62% |
$2.13M - $2.31M
|
161K
$14.4M
|