Purchases and Sales Made in Q4 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2022. 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 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
461K+ 9.99% |
$31M - $36.3M
|
5.07M
$438M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
386KNew |
$25.9M - $30.4M
|
386K
$33.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
358K+ 928.29% |
$24.1M - $28.2M
|
397K
$34.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
279K+ 3.54% |
$18.8M - $22M
|
8.17M
$706M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
210K+ 12.55% |
$14.1M - $16.5M
|
1.88M
$163M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
196KNew |
$13.2M - $15.4M
|
196K
$16.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
194K+ 10.49% |
$13M - $15.3M
|
2.04M
$176M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
188K+ 10.09% |
$12.6M - $14.8M
|
2.05M
$177M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
176KNew |
$11.9M - $13.9M
|
176K
$15.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
141K+ 134.06% |
$9.46M - $11.1M
|
245K
$21.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
140K+ 40.37% |
$9.4M - $11M
|
486K
$42M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
139K+ 10.0% |
$9.38M - $11M
|
1.53M
$132M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
128K+ 15.63% |
$8.59M - $10.1M
|
945K
$81.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
126K+ 3.88% |
$8.46M - $9.9M
|
3.37M
$291M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
119K+ 26.73% |
$8.01M - $9.37M
|
564K
$48.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
114K+ 125.69% |
$7.66M - $8.96M
|
204K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
110K+ 920.98% |
$7.4M - $8.66M
|
122K
$10.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
104KNew |
$6.99M - $8.18M
|
104K
$8.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
94.7KNew |
$6.37M - $7.45M
|
94.7K
$8.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
94K+ 1.2% |
$6.32M - $7.4M
|
7.92M
$684M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
89.1KNew |
$6M - $7.02M
|
89.1K
$7.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
89K+ 19.13% |
$5.99M - $7.01M
|
554K
$47.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
80.4KNew |
$5.41M - $6.33M
|
80.4K
$6.94M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
76.9KNew |
$5.18M - $6.06M
|
76.9K
$6.65M
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
75.5K+ 513.03% |
$5.08M - $5.95M
|
90.2K
$7.79M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
62K+ 30.86% |
$4.17M - $4.89M
|
263K
$22.7M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
59.1KNew |
$3.98M - $4.65M
|
59.1K
$5.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
47.8KNew |
$3.21M - $3.76M
|
47.8K
$4.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
47.6K+ 14.4% |
$3.2M - $3.74M
|
378K
$32.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
45K+ 351.45% |
$3.03M - $3.54M
|
57.8K
$4.99M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
44.9KNew |
$3.02M - $3.53M
|
44.9K
$3.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
43.3KNew |
$2.92M - $3.41M
|
43.3K
$3.74M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
40.4KNew |
$2.72M - $3.18M
|
40.4K
$3.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
40.4KNew |
$2.72M - $3.18M
|
40.4K
$3.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
38.9KNew |
$2.61M - $3.06M
|
38.9K
$3.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
38.5KNew |
$2.59M - $3.03M
|
38.5K
$3.33M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
37.9KNew |
$2.55M - $2.99M
|
37.9K
$3.28M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
37.6KNew |
$2.53M - $2.96M
|
37.6K
$3.25M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
37.5K+ 20.25% |
$2.52M - $2.95M
|
222K
$19.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
37.2K+ 436.43% |
$2.51M - $2.93M
|
45.8K
$3.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.6KNew |
$2.39M - $2.8M
|
35.6K
$3.07M
|
|
|
Feb 06, 2023
Q4 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
34KNew |
$2.29M - $2.68M
|
34K
$2.94M
|
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
32.2KNew |
$2.16M - $2.53M
|
32.2K
$2.78M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
31.9K+ 10.53% |
$2.15M - $2.51M
|
335K
$28.9M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
30.8KNew |
$2.07M - $2.43M
|
30.8K
$2.66M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30K+ 7.74% |
$2.02M - $2.36M
|
418K
$36.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
28KNew |
$1.88M - $2.2M
|
28K
$2.41M
|
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
27.8KNew |
$1.87M - $2.19M
|
27.8K
$2.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
26.5KNew |
$1.78M - $2.09M
|
26.5K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
26.4KNew |
$1.78M - $2.08M
|
26.4K
$2.28M
|