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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
26.2K+ 22.8% |
$1.77M - $2.07M
|
141K
$12.2M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
23.6K+ 26.18% |
$1.59M - $1.86M
|
114K
$9.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.3K+ 2.88% |
$1.57M - $1.84M
|
834K
$72M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.4K+ 1.96% |
$1.44M - $1.68M
|
1.11M
$96.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
20.2KNew |
$1.36M - $1.59M
|
20.2K
$1.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
19.1KNew |
$1.29M - $1.51M
|
19.1K
$1.65M
|
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
18.9KNew |
$1.27M - $1.49M
|
18.9K
$1.64M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.6K+ 70.99% |
$1.25M - $1.47M
|
44.9K
$3.88M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
18.2KNew |
$1.22M - $1.43M
|
18.2K
$1.57M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
18.2KNew |
$1.22M - $1.43M
|
18.2K
$1.57M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.7KNew |
$1.19M - $1.39M
|
17.7K
$1.53M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
17.5KNew |
$1.17M - $1.37M
|
17.5K
$1.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
17.5K+ 56.45% |
$1.17M - $1.37M
|
48.4K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.3K+ 49.13% |
$1.16M - $1.36M
|
52.5K
$4.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
17K+ 6.51% |
$1.14M - $1.34M
|
278K
$24M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
17K+ 8.91% |
$1.14M - $1.34M
|
207K
$17.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
17KNew |
$1.14M - $1.34M
|
17K
$1.46M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
16.4KNew |
$1.1M - $1.29M
|
16.4K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
16KNew |
$1.08M - $1.26M
|
16K
$1.38M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15.7KNew |
$1.06M - $1.24M
|
15.7K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
15.4K+ 16.94% |
$1.04M - $1.21M
|
106K
$9.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
15K+ 21.89% |
$1.01M - $1.18M
|
83.6K
$7.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
14.9K+ 45.64% |
$1M - $1.17M
|
47.6K
$4.11M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
14.3K+ 14.89% |
$959K - $1.12M
|
110K
$9.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
14.2KNew |
$956K - $1.12M
|
14.2K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.8K+ 5.13% |
$859K - $1.01M
|
262K
$22.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12.7K+ 417.71% |
$855K - $1M
|
15.8K
$1.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
12.7K+ 6.69% |
$855K - $1M
|
203K
$17.5M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$839K - $982K
|
12.5K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.6KNew |
$780K - $914K
|
11.6K
$1M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
11.4KNew |
$767K - $898K
|
11.4K
$985K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11.1K+ 13.56% |
$744K - $870K
|
92.6K
$8M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
11K+ 233.07% |
$742K - $868K
|
15.8K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.9KNew |
$735K - $861K
|
10.9K
$944K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
10.5KNew |
$709K - $830K
|
10.5K
$911K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.3K+ 322.95% |
$694K - $812K
|
13.5K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10.2K+ 69.52% |
$683K - $799K
|
24.8K
$2.14M
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
9.89K+ 6.79% |
$666K - $779K
|
156K
$13.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
9.56KNew |
$643K - $753K
|
9.56K
$826K
|
|
|
Jan 18, 2023
Q4 2022
|
Trust CO Of Oklahoma
|
BUY
|
- |
9.49KNew |
$639K - $748K
|
9.49K
$820K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.92KNew |
$600K - $703K
|
8.92K
$771K
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8.51K+ 12.69% |
$572K - $670K
|
75.6K
$6.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.39K+ 18.82% |
$564K - $660K
|
53K
$4.57M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.36K+ 10.09% |
$563K - $659K
|
91.2K
$7.88M
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
8.24KNew |
$554K - $649K
|
8.24K
$711K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.16KNew |
$549K - $643K
|
8.16K
$705K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.03K+ 9.72% |
$540K - $632K
|
90.7K
$7.83M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7.9KNew |
$532K - $622K
|
7.9K
$683K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
7.56K+ 2.74% |
$509K - $595K
|
284K
$24.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.35K+ 3.56% |
$495K - $579K
|
214K
$18.5M
|