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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
201+ 2.92% |
$18K - $18.8K
|
7.1K
$646K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
199+ 4.31% |
$17.9K - $18.7K
|
4.81K
$438K
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
164+ 1.77% |
$14.7K - $15.4K
|
9.44K
$859K
|
|
|
Nov 06, 2025
Q3 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
155+ 1.03% |
$13.9K - $14.5K
|
15.2K
$1.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
148+ 6.52% |
$13.3K - $13.9K
|
2.42K
$220K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
147+ 0.75% |
$13.2K - $13.8K
|
19.7K
$1.8M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
142+ 12.31% |
$12.7K - $13.3K
|
1.3K
$118K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
136+ 0.37% |
$12.2K - $12.7K
|
37.3K
$3.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
130+ 20.54% |
$11.7K - $12.2K
|
763
$69.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
128+ 1.09% |
$11.5K - $12K
|
11.9K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
114+ 1.96% |
$10.2K - $10.7K
|
5.94K
$541K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
109+ 0.93% |
$9.78K - $10.2K
|
11.8K
$1.08M
|
|
|
Nov 03, 2025
Q3 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
105+ 1.47% |
$9.42K - $9.84K
|
7.23K
$658K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
80+ 0.37% |
$7.18K - $7.5K
|
21.5K
$1.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
71+ 2.8% |
$6.37K - $6.66K
|
2.61K
$237K
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
59+ 0.12% |
$5.29K - $5.53K
|
48.4K
$4.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
46+ 0.25% |
$4.13K - $4.31K
|
18.7K
$1.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
34New |
$3.05K - $3.19K
|
34
$3.09K
|
|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
33+ 0.04% |
$2.96K - $3.09K
|
82.7K
$7.52M
|
|
|
Oct 29, 2025
Q3 2025
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
31+ 0.58% |
$2.78K - $2.91K
|
5.4K
$491K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
20+ 0.61% |
$1.79K - $1.87K
|
3.27K
$298K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
18+ 0.33% |
$1.61K - $1.69K
|
5.49K
$499K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.15% |
$1.44K - $1.5K
|
10.9K
$992K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
14+ 0.13% |
$1.26K - $1.31K
|
11.1K
$1.01M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
13New |
$1.17K - $1.22K
|
13
$1.18K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
12+ 0.06% |
$1.08K - $1.12K
|
18.8K
$1.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.29% |
$987 - $1.03K
|
3.81K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
5+ 0.01% |
$449 - $469
|
58.4K
$5.32M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5+ 0.08% |
$449 - $469
|
6.55K
$596K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5+ 0.21% |
$449 - $469
|
2.37K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4+ 0.01% |
$359 - $375
|
29.1K
$2.64M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3+ 0.02% |
$269 - $281
|
16.2K
$1.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2+ 0.05% |
$179 - $187
|
4.41K
$401K
|
|
|
Nov 03, 2025
Q3 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.05% |
$179 - $187
|
3.97K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2+ 0.24% |
$179 - $187
|
833
$75.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1+ 0.19% |
$89.7 - $93.7
|
533
$48.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1+ 0.08% |
$89.7 - $93.7
|
1.25K
$114K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
1+ 0.03% |
$89.7 - $93.7
|
3.19K
$290K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-4- 0.03% |
$359 - $375
|
15.2K
$1.39M
|
|
|
Nov 05, 2025
Q3 2025
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-4- 0.01% |
$359 - $375
|
41K
$3.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$449 - $469
|
19.5K
$1.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-9- 0.11% |
$807 - $844
|
8.46K
$770K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20- 0.84% |
$1.79K - $1.87K
|
2.36K
$214K
|