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 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.46K+ 32.08% |
$98K - $115K
|
6K
$518K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.39K+ 1.34% |
$93.5K - $109K
|
105K
$9.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.32K+ 31.74% |
$88.5K - $104K
|
5.46K
$472K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.27K+ 0.99% |
$85.4K - $99.9K
|
129K
$11.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.26K+ 18.41% |
$84.8K - $99.2K
|
8.1K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.24K+ 0.93% |
$83.5K - $97.7K
|
134K
$11.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.22K+ 7.48% |
$82.2K - $96.2K
|
17.6K
$1.52M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
1.2K+ 1.16% |
$80.7K - $94.4K
|
105K
$9.03M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.18K+ 46.15% |
$79.1K - $92.6K
|
3.72K
$322K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.14K+ 34.6% |
$76.7K - $89.8K
|
4.44K
$383K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1.11K+ 2.03% |
$74.4K - $87.1K
|
55.7K
$4.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.1K+ 11.05% |
$74.1K - $86.7K
|
11.1K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.09K+ 5.21% |
$73.2K - $85.7K
|
22K
$1.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.08K+ 2.51% |
$72.9K - $85.4K
|
44.3K
$3.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 1.26% |
$71.7K - $83.9K
|
85.7K
$7.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 1.26% |
$71.7K - $83.9K
|
85.7K
$7.41M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1K+ 1.52% |
$67.5K - $79.1K
|
66.9K
$5.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
984+ 1.86% |
$66.2K - $77.5K
|
53.7K
$4.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
983+ 6.26% |
$66.1K - $77.4K
|
16.7K
$1.44M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
966+ 114.05% |
$65K - $76.1K
|
1.81K
$157K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
925+ 1.64% |
$62.2K - $72.8K
|
57.4K
$4.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
877+ 5.86% |
$59K - $69.1K
|
15.8K
$1.37M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
848New |
$57.1K - $66.8K
|
848
$73.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
791+ 2.78% |
$53.2K - $62.3K
|
29.3K
$2.53M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
686+ 7.09% |
$46.2K - $54K
|
10.4K
$895K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
673+ 12.0% |
$45.3K - $53K
|
6.28K
$542K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
654+ 10.21% |
$44K - $51.5K
|
7.06K
$610K
|
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
652+ 9.08% |
$43.9K - $51.3K
|
7.83K
$677K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
629+ 9.15% |
$42.3K - $49.5K
|
7.5K
$648K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
529New |
$35.6K - $41.7K
|
529
$45.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
488+ 1.32% |
$32.8K - $38.4K
|
37.4K
$3.23M
|
|
|
Feb 02, 2023
Q4 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
473+ 0.43% |
$31.8K - $37.2K
|
111K
$9.56M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
429+ 10.2% |
$28.9K - $33.8K
|
4.63K
$400K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
423+ 1.73% |
$28.5K - $33.3K
|
24.8K
$2.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
392+ 1.24% |
$26.4K - $30.9K
|
32.1K
$2.77M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
310+ 2.57% |
$20.9K - $24.4K
|
12.4K
$1.07M
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
300+ 1.5% |
$20.2K - $23.6K
|
20.3K
$1.75M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
283+ 7.68% |
$19K - $22.3K
|
3.97K
$343K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
257+ 3.41% |
$17.3K - $20.2K
|
7.8K
$674K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$16.8K - $19.7K
|
250
$21.6K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
234+ 2.26% |
$15.7K - $18.4K
|
10.6K
$913K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
182+ 4.18% |
$12.2K - $14.3K
|
4.54K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
164+ 1.11% |
$11K - $12.9K
|
15K
$1.29M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163+ 0.93% |
$11K - $12.8K
|
17.6K
$1.52M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
150New |
$10.1K - $11.8K
|
150
$13K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
143+ 3.39% |
$9.62K - $11.3K
|
4.36K
$376K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
126+ 2.12% |
$8.48K - $9.92K
|
6.07K
$524K
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
124+ 1.59% |
$8.34K - $9.77K
|
7.93K
$685K
|
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
116+ 1.89% |
$7.8K - $9.14K
|
6.25K
$540K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Services
|
BUY
|
- |
110+ 0.21% |
$7.4K - $8.66K
|
53.5K
$4.62M
|