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
Insight Advisors, LLC

Newtown, PA
BUY
 -
5.54K
New
$338K - $374K
5.54K $500K
Feb 05, 2021 Q4 2020
Essex Financial Services, Inc.

BUY
 -
5.36K
New
$327K - $362K
5.36K $484K
Jan 21, 2021 Q4 2020
Investors Research Corp

BUY
 -
5.25K
+ 122.03%
$320K - $355K
9.56K $863K
Jan 26, 2021 Q4 2020
Csenge Advisory Group

BUY
 -
5.25K
+ 4.29%
$320K - $355K
128K $11.5M
Feb 12, 2021 Q4 2020
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
5.12K
+ 10.77%
$312K - $346K
52.7K $4.76M
Feb 16, 2021 Q4 2020
Cozad Asset Management Inc

Champaign, IL
BUY
 -
4.99K
+ 19.2%
$304K - $337K
31K $2.8M
Feb 12, 2021 Q4 2020
Td Capital Management LLC

Memphis, TN
BUY
 -
4.8K
+ 6.84%
$293K - $324K
75K $6.77M
Feb 10, 2021 Q4 2020
Assetmark, Inc

BUY
 -
4.61K
+ 76.24%
$281K - $311K
10.7K $962K
Feb 08, 2021 Q4 2020
Secure Asset Management, LLC

BUY
 -
4.53K
+ 3.32%
$276K - $306K
141K $12.7M
Jan 25, 2021 Q4 2020
Beacon Financial Advisory LLC

BUY
 -
4.38K
+ 14.14%
$267K - $296K
35.3K $3.19M
Feb 12, 2021 Q4 2020
Atria Investments LLC

Charlotte, NC
BUY
 -
4.35K
+ 10.64%
$265K - $294K
45.2K $4.09M
Jan 25, 2021 Q4 2020
Winthrop Advisory Group LLC

BUY
 -
4.15K
New
$253K - $280K
4.15K $374K
Feb 12, 2021 Q4 2020
Transcend Capital Advisors, LLC

BUY
 -
4.13K
New
$252K - $279K
4.13K $373K
Jan 25, 2021 Q4 2020
Cambridge Advisors Inc.

BUY
 -
4.03K
+ 20.97%
$246K - $272K
23.2K $2.1M
Jan 12, 2021 Q4 2020
First Premier Bank

BUY
 -
3.86K
+ 48.09%
$236K - $261K
11.9K $1.07M
Feb 10, 2021 Q4 2020
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
3.85K
+ 15.81%
$235K - $260K
28.2K $2.54M
Feb 11, 2021 Q4 2020
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
3.79K
New
$231K - $256K
3.79K $342K
Mar 05, 2021 Q4 2020
Voya Financial Advisors, Inc.

Windsor, CT
BUY
 -
3.69K
+ 18.42%
$225K - $249K
23.7K $2.14M
Jan 29, 2021 Q4 2020
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.66K
New
$223K - $247K
3.66K $331K
Feb 09, 2021 Q4 2020
Founders Financial Securities LLC

BUY
 -
3.43K
+ 40.32%
$209K - $232K
12K $1.08M
Feb 11, 2021 Q4 2020
Moors & Cabot, Inc.

Boston, MA
BUY
 -
3.4K
New
$207K - $230K
3.4K $307K
Feb 12, 2021 Q4 2020
J.W. Cole Advisors, Inc.

BUY
 -
3.25K
+ 62.61%
$198K - $220K
8.45K $763K
Feb 12, 2021 Q4 2020
Capital Square, LLC

BUY
 -
3.08K
New
$188K - $208K
3.08K $278K
Feb 11, 2021 Q4 2020
Independent Advisor Alliance

BUY
 -
3.01K
New
$183K - $203K
3.01K $272K
Feb 08, 2021 Q4 2020
Lokken Investment Group LLC

BUY
 -
2.96K
+ 8.3%
$180K - $200K
38.6K $3.49M
Feb 04, 2021 Q4 2020
Us Bancorp \De\

BUY
 -
2.94K
+ 4.08%
$179K - $199K
74.9K $6.76M
Jan 12, 2021 Q4 2020
Cypress Capital Group

BUY
 -
2.86K
+ 11.32%
$174K - $193K
28.1K $2.54M
Jan 29, 2021 Q4 2020
De Dora Capital, Inc.

BUY
 -
2.78K
+ 3.92%
$169K - $188K
73.6K $6.65M
Feb 02, 2021 Q4 2020
Wealth Enhancement & Preservation Of Ga, LLC

Alpharetta, GA
BUY
 -
2.69K
+ 3.06%
$164K - $182K
90.5K $8.18M
Feb 08, 2021 Q4 2020
Madrona Financial Services, LLC

BUY
 -
2.63K
+ 1.55%
$160K - $178K
172K $15.6M
Jan 13, 2021 Q4 2020
Raymond James Trust N.A.

BUY
 -
2.34K
+ 7.76%
$143K - $158K
32.4K $2.93M
Jan 26, 2021 Q4 2020
Vishria Bird Financial Group, LLC

BUY
 -
2.21K
+ 2.35%
$135K - $149K
96.4K $8.7M
Jan 25, 2021 Q4 2020
Calton & Associates, Inc.

BUY
 -
2.1K
+ 19.77%
$128K - $142K
12.7K $1.15M
Feb 26, 2021 Q4 2020
M Holdings Securities, Inc.

Portland, OR
BUY
 -
2.09K
+ 7.84%
$127K - $141K
28.7K $2.59M
Jan 28, 2021 Q4 2020
American Institute For Advanced Investment Management, LLP

BUY
 -
2.08K
+ 9.37%
$127K - $141K
24.3K $2.19M
Jan 25, 2021 Q4 2020
V Wealth Advisors LLC

BUY
 -
2.01K
+ 59.63%
$123K - $136K
5.39K $487K
Feb 12, 2021 Q4 2020
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
2K
+ 55.08%
$122K - $135K
5.63K $508K
Jan 13, 2021 Q4 2020
Global Retirement Partners, LLC

BUY
 -
1.98K
+ 11.97%
$121K - $134K
18.5K $1.67M
Feb 11, 2021 Q4 2020
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.89K
+ 9.54%
$115K - $128K
21.7K $1.96M
Jan 28, 2021 Q4 2020
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
1.78K
+ 1.64%
$109K - $120K
110K $9.96M
Feb 01, 2021 Q4 2020
Bernardo Wealth Planning LLC

BUY
 -
1.67K
+ 5.6%
$102K - $113K
31.5K $2.85M
Feb 04, 2021 Q4 2020
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
1.6K
+ 217.01%
$97.3K - $108K
2.33K $210K
Feb 16, 2021 Q4 2020
Benjamin Edwards Inc

Clayton, MO
BUY
 -
1.53K
+ 14.08%
$93.5K - $104K
12.4K $1.12M
Feb 16, 2021 Q4 2020
Hoese & CO LLP

BUY
 -
1.29K
New
$78.5K - $87K
1.29K $116K
Jan 25, 2021 Q4 2020
Capital Investment Advisory Services, LLC

BUY
 -
1.05K
+ 8.13%
$64K - $71K
14K $1.26M
Feb 16, 2021 Q4 2020
First Republic Investment Management, Inc.

San Francisco, CA
BUY
 -
1.04K
+ 7.32%
$63.5K - $70.4K
15.3K $1.38M
Feb 16, 2021 Q4 2020
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1K
+ 35.09%
$61K - $67.6K
3.85K $348K
Feb 16, 2021 Q4 2020
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
972
+ 13.05%
$59.3K - $65.7K
8.42K $760K
Feb 09, 2021 Q4 2020
Princeton Global Asset Management LLC

BUY
 -
857
New
$52.3K - $57.9K
857 $77.4K

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