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 09, 2021
Q4 2020
|
Advisory Services Network, LLC
|
BUY
|
- |
829+ 3.54% |
$50.6K - $56K
|
24.3K
$2.19M
|
|
Feb 02, 2021
Q4 2020
|
Acg Wealth
|
BUY
|
- |
805+ 8.62% |
$49.1K - $54.4K
|
10.1K
$915K
|
|
Feb 05, 2021
Q4 2020
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
770+ 14.25% |
$47K - $52K
|
6.18K
$557K
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
705+ 22.24% |
$43K - $47.6K
|
3.88K
$350K
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
700New |
$42.7K - $47.3K
|
700
$63.1K
|
|
Jan 20, 2021
Q4 2020
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
649+ 1.35% |
$39.6K - $43.9K
|
48.6K
$4.39M
|
|
Feb 01, 2021
Q4 2020
|
Roman Butler Fullerton & CO
|
BUY
|
- |
646+ 1.35% |
$39.4K - $43.7K
|
48.5K
$4.38M
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
579New |
$35.3K - $39.1K
|
579
$52.2K
|
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
568New |
$34.6K - $38.4K
|
568
$51.2K
|
|
Jan 29, 2021
Q4 2020
|
Concorde Asset Management, LLC
|
BUY
|
- |
557+ 12.44% |
$34K - $37.6K
|
5.03K
$454K
|
|
Mar 04, 2021
Q4 2020
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
500New |
$30.5K - $33.8K
|
500
$45.1K
|
|
Feb 09, 2021
Q4 2020
|
Meeder Asset Management Inc
|
BUY
|
- |
495New |
$30.2K - $33.5K
|
495
$44.7K
|
|
May 14, 2021
Q4 2020
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
450New |
$27.4K - $30.4K
|
450
$40.6K
|
|
Sep 08, 2021
Q4 2020
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
400New |
$24.4K - $27K
|
400
$36.1K
|
|
Feb 08, 2021
Q4 2020
|
Psi Advisors, LLC
|
BUY
|
- |
396+ 6.39% |
$24.1K - $26.8K
|
6.59K
$595K
|
|
Feb 11, 2021
Q4 2020
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
298+ 0.41% |
$18.2K - $20.1K
|
72.8K
$6.57M
|
|
Feb 02, 2021
Q4 2020
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
228+ 2.48% |
$13.9K - $15.4K
|
9.43K
$851K
|
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
BUY
|
- |
209+ 0.39% |
$12.7K - $14.1K
|
54K
$4.87M
|
|
Feb 02, 2021
Q4 2020
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
195New |
$11.9K - $13.2K
|
195
$17.6K
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
195+ 0.92% |
$11.9K - $13.2K
|
21.4K
$1.93M
|
|
Feb 04, 2021
Q4 2020
|
Trustcore Financial Services, LLC
|
BUY
|
- |
189+ 2.3% |
$11.5K - $12.8K
|
8.4K
$758K
|
|
Feb 05, 2021
Q4 2020
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
180New |
$11K - $12.2K
|
180
$16.2K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
177New |
$10.8K - $12K
|
177
$16K
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
171+ 267.19% |
$10.4K - $11.6K
|
235
$21.2K
|
|
Feb 02, 2021
Q4 2020
|
Ahrens Investment Partners LLC
|
BUY
|
- |
163+ 3.19% |
$9.94K - $11K
|
5.27K
$475K
|
|
Jan 27, 2021
Q4 2020
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
160New |
$9.76K - $10.8K
|
160
$14.4K
|
|
Feb 11, 2021
Q4 2020
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
149+ 16.89% |
$9.09K - $10.1K
|
1.03K
$93K
|
|
Feb 09, 2021
Q4 2020
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
145+ 1.31% |
$8.84K - $9.8K
|
11.2K
$1.01M
|
|
Feb 10, 2021
Q4 2020
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
114+ 0.04% |
$6.95K - $7.7K
|
270K
$24.4M
|
|
Jan 27, 2021
Q4 2020
|
Crewe Advisors LLC
|
BUY
|
- |
110New |
$6.71K - $7.43K
|
110
$9.92K
|
|
Jan 14, 2021
Q4 2020
|
Professional Financial Advisors, LLC
|
BUY
|
- |
100New |
$6.1K - $6.76K
|
100
$9.02K
|
|
Jan 25, 2021
Q4 2020
|
Centaurus Financial, Inc.
|
BUY
|
- |
76+ 2.74% |
$4.63K - $5.14K
|
2.85K
$257K
|
|
Feb 11, 2021
Q4 2020
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
68New |
$4.15K - $4.6K
|
68
$6.13K
|
|
Jan 11, 2021
Q4 2020
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
65+ 41.94% |
$3.96K - $4.39K
|
220
$19.8K
|
|
Feb 12, 2021
Q4 2020
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
62New |
$3.78K - $4.19K
|
62
$5.59K
|
|
Jan 20, 2021
Q4 2020
|
Bartlett & Co. LLC
|
BUY
|
- |
59New |
$3.6K - $3.99K
|
59
$5.32K
|
|
Feb 13, 2024
Q4 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59New |
$3.6K - $3.99K
|
59
$5.32K
|
|
Feb 09, 2021
Q4 2020
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
50+ 1.23% |
$3.05K - $3.38K
|
4.13K
$373K
|
|
Jan 21, 2021
Q4 2020
|
Tl Private Wealth
|
BUY
|
- |
40+ 0.31% |
$2.44K - $2.7K
|
13.1K
$1.18M
|
|
Feb 03, 2021
Q4 2020
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.04% |
$366 - $405
|
15.1K
$1.37M
|
|
Feb 04, 2021
Q4 2020
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4New |
$244 - $270
|
4
$361
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.51% |
$61 - $67.6
|
196
$17.7K
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 18, 2021
Q4 2020
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-26- 0.12% |
$1.59K - $1.76K
|
21.5K
$1.94M
|
|
Feb 16, 2021
Q4 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-29- 0.52% |
$1.77K - $1.96K
|
5.55K
$500K
|
|
Feb 04, 2021
Q4 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-46- 21.7% |
$2.81K - $3.11K
|
166
$15K
|
|
Jan 20, 2021
Q4 2020
|
Wj Wealth Management, LLC
|
SELL
|
- |
-50- 0.69% |
$3.05K - $3.38K
|
7.23K
$652K
|
|
Feb 04, 2021
Q4 2020
|
Good Life Advisors, LLC
|
SELL
|
- |
-58- 1.12% |
$3.54K - $3.92K
|
5.11K
$461K
|
|
Mar 03, 2021
Q4 2020
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-68- 0.16% |
$4.15K - $4.6K
|
43.2K
$3.9M
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-104- 1.51% |
$6.34K - $7.03K
|
6.81K
$614K
|