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
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.62K- 0.58% |
$593K - $620K
|
1.13M
$103M
|
|
|
Oct 31, 2025
Q3 2025
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-7.27K- 14.45% |
$652K - $681K
|
43K
$3.92M
|
|
|
Oct 24, 2025
Q3 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-8.09K- 3.51% |
$726K - $758K
|
223K
$20.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12K- 93.29% |
$1.08M - $1.12M
|
862
$78.4K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-12.7K- 21.27% |
$1.14M - $1.19M
|
47.2K
$4.29M
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-13.8K- 68.89% |
$1.24M - $1.29M
|
6.23K
$567K
|
|
|
Oct 20, 2025
Q3 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
SELL
|
- |
-15.5K- 26.36% |
$1.39M - $1.46M
|
43.4K
$3.95M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-16.6K- 22.37% |
$1.49M - $1.56M
|
57.7K
$5.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-18.2K- 41.67% |
$1.63M - $1.7M
|
25.4K
$2.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.8K- 1.73% |
$1.77M - $1.85M
|
1.12M
$102M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.9K- 44.08% |
$2.32M - $2.42M
|
32.8K
$2.98M
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-28K- 70.57% |
$2.52M - $2.63M
|
11.7K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-31.4K- 60.0% |
$2.82M - $2.95M
|
21K
$1.91M
|
|
|
Nov 03, 2025
Q3 2025
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-37.1K- 44.28% |
$3.33M - $3.48M
|
46.7K
$4.25M
|
|
|
Oct 20, 2025
Q3 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-39.4K- 24.49% |
$3.54M - $3.69M
|
122K
$11.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-60.1K- 25.82% |
$5.4M - $5.64M
|
173K
$15.7M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
SELL
|
- |
-63.1K- 14.9% |
$5.66M - $5.92M
|
360K
$32.8M
|