Purchases and Sales Made in Q3 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2025. 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 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
110K+ 19.92% |
$9.91M - $10.4M
|
665K
$60.5M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
33K+ 8.95% |
$2.96M - $3.09M
|
401K
$36.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
31.5K+ 56.43% |
$2.82M - $2.95M
|
87.3K
$7.94M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
22K+ 19.61% |
$1.98M - $2.06M
|
134K
$12.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
19K+ 24.31% |
$1.71M - $1.78M
|
97.2K
$8.84M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17K+ 52.7% |
$1.52M - $1.59M
|
49.1K
$4.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
14.6KNew |
$1.31M - $1.37M
|
14.6K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.5K+ 3.06% |
$1.21M - $1.27M
|
455K
$41.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
13K+ 14.9% |
$1.17M - $1.22M
|
100K
$9.13M
|
|
|
Oct 21, 2025
Q3 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
13K+ 17.36% |
$1.16M - $1.21M
|
87.6K
$7.97M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
12.9KNew |
$1.16M - $1.21M
|
12.9K
$1.18M
|
|
|
Oct 15, 2025
Q3 2025
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
12.8K+ 4.92% |
$1.15M - $1.2M
|
273K
$24.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.2K+ 3.79% |
$1M - $1.05M
|
306K
$27.8M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
10.3K+ 2.8% |
$924K - $965K
|
378K
$34.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.3K+ 76.14% |
$921K - $962K
|
23.7K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
10.1K+ 6.6% |
$910K - $951K
|
164K
$14.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
8.66KNew |
$777K - $812K
|
8.66K
$788K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.94K+ 1.85% |
$713K - $745K
|
438K
$39.9M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
BUY
|
- |
7.26K+ 4.56% |
$651K - $680K
|
167K
$15.2M
|
|
|
Nov 05, 2025
Q3 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.12K+ 10.7% |
$639K - $667K
|
73.7K
$6.7M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
6.23K+ 2.25% |
$559K - $584K
|
284K
$25.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.5KNew |
$494K - $516K
|
5.5K
$501K
|
|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
5.08KNew |
$456K - $476K
|
5.08K
$462K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.05K+ 167.99% |
$364K - $380K
|
6.46K
$588K
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.72KNew |
$334K - $349K
|
3.72K
$339K
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.97KNew |
$267K - $279K
|
2.97K
$270K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
2.69KNew |
$241K - $252K
|
2.69K
$245K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.23K+ 29.36% |
$200K - $209K
|
9.8K
$892K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.19KNew |
$196K - $205K
|
2.19K
$199K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.17K+ 5.01% |
$195K - $203K
|
45.5K
$4.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.98K+ 6.91% |
$177K - $185K
|
30.6K
$2.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.75K+ 3.08% |
$157K - $164K
|
58.7K
$5.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
1.73K+ 14.48% |
$155K - $162K
|
13.6K
$1.24M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.39K+ 0.63% |
$124K - $130K
|
223K
$20.3M
|
|
|
Oct 06, 2025
Q3 2025
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
BUY
|
- |
1.29K+ 6.83% |
$116K - $121K
|
20.1K
$1.83M
|
|
|
Nov 04, 2025
Q3 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.21K+ 2.53% |
$108K - $113K
|
48.9K
$4.45M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
921+ 149.03% |
$82.6K - $86.3K
|
1.54K
$140K
|
|
|
Oct 07, 2025
Q3 2025
|
Lynch & Associates
|
BUY
|
- |
887+ 9.2% |
$79.6K - $83.1K
|
10.5K
$958K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
727+ 3.49% |
$65.2K - $68.1K
|
21.6K
$1.96M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
648+ 1.37% |
$58.1K - $60.7K
|
48K
$4.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
570+ 7.67% |
$51.1K - $53.4K
|
8K
$728K
|
|
|
Nov 04, 2025
Q3 2025
|
Peterson Wealth Services
|
BUY
|
- |
541+ 33.5% |
$48.5K - $50.7K
|
2.16K
$196K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
531+ 9.54% |
$47.6K - $49.8K
|
6.1K
$555K
|
|
|
Nov 03, 2025
Q3 2025
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
504+ 4.08% |
$45.2K - $47.2K
|
12.9K
$1.17M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
400New |
$35.9K - $37.5K
|
400
$36.4K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
376+ 84.49% |
$33.7K - $35.2K
|
821
$74.7K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
324+ 2.34% |
$29.1K - $30.4K
|
14.1K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
319New |
$28.6K - $29.9K
|
319
$29K
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
312New |
$28K - $29.2K
|
312
$28.4K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
283+ 4.56% |
$25.4K - $26.5K
|
6.49K
$591K
|