Purchases and Sales Made in Q4 2020 in First Trust Capital Strength E (FTCS)
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 16, 2021
Q4 2020
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
24.1KNew |
$1.47M - $1.63M
|
24.1K
$2.18M
|
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
24K+ 6.23% |
$1.46M - $1.62M
|
409K
$36.9M
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
BUY
|
- |
23.7K+ 9.27% |
$1.45M - $1.6M
|
279K
$25.2M
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
22.1K+ 19.31% |
$1.35M - $1.5M
|
137K
$12.3M
|
|
Feb 05, 2021
Q4 2020
|
Lincoln National Corp
|
BUY
|
- |
21.6K+ 10.94% |
$1.31M - $1.46M
|
219K
$19.7M
|
|
Jan 26, 2021
Q4 2020
|
Pfg Advisors
|
BUY
|
- |
21.3K+ 19.0% |
$1.3M - $1.44M
|
134K
$12.1M
|
|
Jan 15, 2021
Q4 2020
|
Moneywise, Inc.
|
BUY
|
- |
19.8K+ 46.22% |
$1.21M - $1.34M
|
62.6K
$5.64M
|
|
Feb 16, 2021
Q4 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
19.3K+ 17.87% |
$1.17M - $1.3M
|
127K
$11.5M
|
|
Feb 16, 2021
Q4 2020
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
18.9KNew |
$1.15M - $1.27M
|
18.9K
$1.7M
|
|
Feb 24, 2021
Q4 2020
|
E Rn Financial, LLC
|
BUY
|
- |
17.6K+ 70.5% |
$1.07M - $1.19M
|
42.5K
$3.83M
|
|
Feb 16, 2021
Q4 2020
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
17.4KNew |
$1.06M - $1.18M
|
17.4K
$1.57M
|
|
Jan 22, 2021
Q4 2020
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
15.8K+ 8.77% |
$960K - $1.06M
|
195K
$17.6M
|
|
Feb 25, 2021
Q4 2020
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
15K+ 25.32% |
$913K - $1.01M
|
74.1K
$6.69M
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
BUY
|
- |
14.5K+ 6.77% |
$885K - $981K
|
229K
$20.7M
|
|
Feb 03, 2021
Q4 2020
|
Valmark Advisers, Inc.
|
BUY
|
- |
14.4K+ 18.87% |
$877K - $972K
|
90.6K
$8.17M
|
|
Feb 16, 2021
Q4 2020
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.2K+ 43.37% |
$868K - $962K
|
47.1K
$4.25M
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
13.7K+ 7.9% |
$834K - $924K
|
187K
$16.9M
|
|
Feb 16, 2021
Q4 2020
|
American Financial Advisors, LLC
|
BUY
|
- |
13.4K+ 3.79% |
$817K - $906K
|
367K
$33.1M
|
|
Jan 29, 2021
Q4 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
12.9K+ 34.8% |
$787K - $872K
|
50K
$4.51M
|
|
Feb 09, 2021
Q4 2020
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.9K+ 25.5% |
$784K - $868K
|
63.2K
$5.7M
|
|
Feb 12, 2021
Q4 2020
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
12.8K+ 8.96% |
$780K - $864K
|
156K
$14M
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.6K+ 20.15% |
$766K - $849K
|
74.9K
$6.75M
|
|
Feb 02, 2021
Q4 2020
|
Alpha Omega Group, Inc.
|
BUY
|
- |
12.4KNew |
$753K - $835K
|
12.4K
$1.11M
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
BUY
|
- |
12K+ 5.42% |
$733K - $812K
|
234K
$21.1M
|
|
Feb 19, 2021
Q4 2020
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
11.6KNew |
$707K - $784K
|
11.6K
$1.05M
|
|
Jan 26, 2021
Q4 2020
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
11.5KNew |
$703K - $780K
|
11.5K
$1.04M
|
|
Feb 12, 2021
Q4 2020
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
11.5KNew |
$701K - $777K
|
11.5K
$1.04M
|
|
Jan 13, 2021
Q4 2020
|
Brookstone Capital Management
|
BUY
|
- |
11.1KNew |
$674K - $747K
|
11.1K
$998K
|
|
Jan 22, 2021
Q4 2020
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11K+ 23.52% |
$669K - $741K
|
57.6K
$5.2M
|
|
Jan 20, 2021
Q4 2020
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.8K+ 49.46% |
$657K - $728K
|
32.6K
$2.94M
|
|
Feb 10, 2021
Q4 2020
|
D.A. Davidson & Co.
|
BUY
|
- |
10.6K+ 5.88% |
$645K - $715K
|
191K
$17.2M
|
|
Feb 12, 2021
Q4 2020
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$642K - $711K
|
10.5K
$950K
|
|
May 17, 2021
Q4 2020
|
Money Concepts Capital Corp
|
BUY
|
- |
10.1KNew |
$614K - $681K
|
10.1K
$908K
|
|
Jan 12, 2021
Q4 2020
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
9.98K+ 5.78% |
$609K - $675K
|
183K
$16.5M
|
|
Feb 12, 2021
Q4 2020
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
9.17KNew |
$559K - $620K
|
9.17K
$827K
|
|
Feb 08, 2021
Q4 2020
|
Elk River Wealth Management, LLC
|
BUY
|
- |
9.05KNew |
$552K - $612K
|
9.05K
$817K
|
|
Feb 12, 2021
Q4 2020
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.59K+ 15.98% |
$524K - $580K
|
62.3K
$5.62M
|
|
Feb 04, 2021
Q4 2020
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.57K+ 117.23% |
$522K - $579K
|
15.9K
$1.43M
|
|
Jan 27, 2021
Q4 2020
|
Cwm, LLC
|
BUY
|
- |
8.56K+ 23.52% |
$522K - $579K
|
45K
$4.06M
|
|
Feb 08, 2021
Q4 2020
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.37K+ 17.41% |
$510K - $565K
|
56.4K
$5.09M
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8.34KNew |
$509K - $564K
|
8.34K
$753K
|
|
Feb 11, 2021
Q4 2020
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.98K+ 13.88% |
$486K - $539K
|
65.4K
$5.9M
|
|
Feb 16, 2021
Q4 2020
|
Mcdonald Partners LLC
|
BUY
|
- |
7.84KNew |
$478K - $530K
|
7.84K
$707K
|
|
Jan 20, 2021
Q4 2020
|
Concentrum Wealth Management
|
BUY
|
- |
7.26KNew |
$443K - $490K
|
7.26K
$655K
|
|
Feb 12, 2021
Q4 2020
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.18K+ 61.96% |
$438K - $485K
|
18.8K
$1.69M
|
|
Feb 08, 2021
Q4 2020
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.04KNew |
$430K - $476K
|
7.04K
$635K
|
|
Mar 09, 2021
Q4 2020
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6.67KNew |
$407K - $451K
|
6.67K
$602K
|
|
Feb 12, 2021
Q4 2020
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.19K+ 8.81% |
$377K - $418K
|
76.4K
$6.89M
|
|
Feb 16, 2021
Q4 2020
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
5.79KNew |
$353K - $391K
|
5.79K
$523K
|
|
Feb 04, 2021
Q4 2020
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.73K+ 17.15% |
$349K - $387K
|
39.1K
$3.53M
|