Purchases and Sales Made in Q4 2020 in First Trust Capital Strength E (FTCS)

FTCS Quotes by TradingView

This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2020. 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
Feb 12, 2021 Q4 2020
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
867K
+ 70.74%
$52.9M - $58.6M
2.09M $189M
Feb 12, 2021 Q4 2020
Lpl Financial LLC

Fort Mill, SC
BUY
 -
854K
+ 16.65%
$52.1M - $57.7M
5.98M $540M
Feb 19, 2021 Q4 2020
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
672K
New
$41M - $45.4M
672K $60.7M
Feb 09, 2021 Q4 2020
Wells Fargo & Company

San Francisco, CA
BUY
 -
476K
+ 11.5%
$29.1M - $32.2M
4.62M $417M
Feb 17, 2021 Q4 2020
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
405K
+ 597.2%
$24.7M - $27.4M
473K $42.7M
Feb 12, 2021 Q4 2020
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
289K
New
$17.6M - $19.5M
289K $26.1M
Feb 10, 2021 Q4 2020
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
245K
+ 13.71%
$15M - $16.6M
2.03M $184M
Feb 12, 2021 Q4 2020
Raymond James & Associates

St Petersburg, FL
BUY
 -
222K
+ 8.27%
$13.5M - $15M
2.91M $262M
Feb 12, 2021 Q4 2020
Strategic Wealth Advisors Group, LLC

Sacramento, CA
BUY
 -
203K
+ 199.71%
$12.4M - $13.7M
305K $27.6M
Jan 29, 2021 Q4 2020
Forth Right Wealth Management, LLC

BUY
 -
193K
New
$11.8M - $13.1M
193K $17.5M
Feb 11, 2021 Q4 2020
Ubs Group Ag

BUY
 -
179K
+ 8.81%
$10.9M - $12.1M
2.21M $200M
Feb 11, 2021 Q4 2020
Commonwealth Equity Services, LLC

BUY
 -
168K
+ 12.87%
$10.3M - $11.4M
1.48M $133M
Feb 11, 2021 Q4 2020
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
131K
+ 16.3%
$8.01M - $8.88M
938K $84.7M
Feb 09, 2021 Q4 2020
Arkadios Wealth Advisors

BUY
 -
122K
+ 3404.1%
$7.44M - $8.24M
126K $11.3M
Jan 29, 2021 Q4 2020
Great Valley Advisor Group, Inc.

BUY
 -
117K
+ 37.08%
$7.12M - $7.89M
432K $39M
Jan 25, 2021 Q4 2020
Crumly & Associates Inc.

BUY
 -
112K
New
$6.8M - $7.54M
112K $10.1M
Aug 10, 2021 Q4 2020
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
104K
New
$6.31M - $6.99M
104K $9.35M
Feb 04, 2021 Q4 2020
Cambridge Investment Research Advisors, Inc.

BUY
 -
103K
+ 11.74%
$6.28M - $6.96M
980K $88.5M
Feb 02, 2021 Q4 2020
Envestnet Asset Management Inc

BUY
 -
101K
+ 8.51%
$6.14M - $6.81M
1.28M $116M
Feb 10, 2021 Q4 2020
Keystone Financial Group

BUY
 -
97.1K
+ 135.27%
$5.92M - $6.56M
169K $15.2M
Jan 20, 2021 Q4 2020
Kestra Advisory Services, LLC

BUY
 -
94.4K
+ 23.24%
$5.76M - $6.38M
501K $45.2M
Feb 16, 2022 Q4 2020
Fsb Premier Wealth Management, Inc.

BUY
 -
89.2K
New
$5.44M - $6.03M
89.2K $8.06M
Feb 16, 2021 Q4 2020
Mai Capital Management

BUY
 -
88.8K
New
$5.42M - $6M
88.8K $8.02M
Feb 12, 2021 Q4 2020
Stifel Financial Corp

St. Louis, MO
BUY
 -
88.2K
+ 15.0%
$5.38M - $5.96M
676K $61.1M
Jan 27, 2023 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
78.1K
+ 1199.11%
$4.77M - $5.28M
84.7K $7.65M
Feb 16, 2021 Q4 2020
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
78.1K
+ 1199.11%
$4.77M - $5.28M
84.7K $7.65M
Feb 18, 2021 Q4 2020
Truist Financial Corp

BUY
 -
73.6K
+ 6.55%
$4.49M - $4.97M
1.2M $108M
Feb 12, 2021 Q4 2020
Prospera Financial Services Inc

BUY
 -
72.9K
New
$4.44M - $4.93M
72.9K $6.58M
Jan 13, 2021 Q4 2020
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
72.1K
+ 783.52%
$4.4M - $4.87M
81.3K $7.35M
Jan 02, 2024 Q4 2020
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
68.8K
New
$4.19M - $4.65M
68.8K $6.21M
Feb 16, 2021 Q4 2020
Dhjj Financial Advisors, Ltd.

BUY
 -
62.2K
New
$3.79M - $4.2M
62.2K $5.62M
Feb 17, 2021 Q4 2020
Cetera Advisors LLC

Denver, CO
BUY
 -
60.8K
+ 26.09%
$3.71M - $4.11M
294K $26.6M
Feb 11, 2021 Q4 2020
Steward Partners Investment Advisory, LLC

BUY
 -
59.3K
+ 48.55%
$3.61M - $4.01M
181K $16.4M
Feb 12, 2021 Q4 2020
Mml Investors Services, LLC

Springfield, MA
BUY
 -
54.7K
+ 12.47%
$3.33M - $3.69M
493K $44.5M
Feb 23, 2021 Q4 2020
Purus Wealth Management, LLC

BUY
 -
52.7K
New
$3.22M - $3.56M
52.7K $4.76M
Feb 16, 2021 Q4 2020
Tradition Wealth Management, LLC

BUY
 -
50.5K
New
$3.08M - $3.41M
50.5K $4.56M
Feb 16, 2021 Q4 2020
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
49K
New
$2.99M - $3.31M
49K $4.42M
Feb 17, 2021 Q4 2020
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
43.9K
+ 57.21%
$2.68M - $2.97M
121K $10.9M
Nov 14, 2024 Q4 2020
Plotkin Financial Advisors, LLC

Chevy Chase, MD
BUY
 -
43.4K
+ 83.26%
$2.64M - $2.93M
95.4K $8.62M
Feb 26, 2021 Q4 2020
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
42.5K
New
$2.59M - $2.87M
42.5K $3.84M
May 19, 2021 Q4 2020
Geneos Wealth Management Inc.

BUY
 -
36.4K
+ 118.95%
$2.22M - $2.46M
66.9K $6.04M
Feb 01, 2021 Q4 2020
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
35.1K
+ 107.32%
$2.14M - $2.37M
67.7K $6.12M
Feb 09, 2021 Q4 2020
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
33.9K
+ 15.1%
$2.07M - $2.29M
259K $23.4M
Feb 16, 2021 Q4 2020
Darwin Advisors, LLC

BUY
 -
32.2K
+ 19.81%
$1.96M - $2.18M
195K $17.6M
Jan 25, 2021 Q4 2020
Jnba Financial Advisors

BUY
 -
30.1K
+ 17.83%
$1.84M - $2.03M
199K $18M
Feb 16, 2021 Q4 2020
Waterfront Wealth Inc.

BUY
 -
28.1K
New
$1.72M - $1.9M
28.1K $2.54M
Jan 04, 2021 Q4 2020
Park National Corp

BUY
 -
27.8K
+ 15.44%
$1.69M - $1.88M
208K $18.7M
Mar 10, 2021 Q4 2020
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
26.3K
New
$1.6M - $1.77M
26.3K $2.37M
Mar 09, 2021 Q4 2020
Defined Wealth Management, LLC

BUY
 -
25.6K
New
$1.56M - $1.73M
25.6K $2.32M

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