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 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
107+ 0.03% |
$7.2K - $8.43K
|
414K
$35.7M
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
BUY
|
- |
100+ 2.59% |
$6.73K - $7.88K
|
3.97K
$343K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
97+ 1.46% |
$6.53K - $7.64K
|
6.73K
$581K
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
91New |
$6.12K - $7.17K
|
91
$7.86K
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
89+ 0.38% |
$5.99K - $7.01K
|
23.8K
$2.05M
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
83+ 8.97% |
$5.58K - $6.54K
|
1.01K
$87.1K
|
|
Feb 01, 2023
Q4 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
75+ 0.55% |
$5.05K - $5.91K
|
13.7K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
63New |
$4.24K - $4.96K
|
63
$5.44K
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
55+ 0.02% |
$3.7K - $4.33K
|
363K
$31.3M
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52+ 0.1% |
$3.5K - $4.1K
|
49.9K
$4.31M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
52+ 0.3% |
$3.5K - $4.1K
|
17.6K
$1.52M
|
|
Jan 10, 2023
Q4 2022
|
Tl Private Wealth
|
BUY
|
- |
52+ 0.39% |
$3.5K - $4.1K
|
13.4K
$1.16M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
48+ 0.22% |
$3.23K - $3.78K
|
21.7K
$1.88M
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
29+ 0.04% |
$1.95K - $2.28K
|
64.8K
$5.6M
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
27+ 0.29% |
$1.82K - $2.13K
|
9.28K
$802K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
26+ 0.03% |
$1.75K - $2.05K
|
86.8K
$7.5M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.38% |
$1.48K - $1.73K
|
5.79K
$500K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
21+ 3.98% |
$1.41K - $1.65K
|
549
$47.4K
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
15+ 0.27% |
$1.01K - $1.18K
|
5.51K
$476K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15+ 0.26% |
$1.01K - $1.18K
|
5.7K
$492K
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
12+ 8.63% |
$807 - $945
|
151
$13K
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.12% |
$673 - $788
|
8.63K
$746K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.12% |
$404 - $473
|
5.02K
$434K
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3+ 0.05% |
$202 - $236
|
5.71K
$493K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3+ 0.15% |
$202 - $236
|
1.99K
$172K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
3+ 0.03% |
$202 - $236
|
11.9K
$1.03M
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.08% |
$135 - $158
|
2.36K
$204K
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$67.3 - $78.8
|
4.1K
$354K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.85% |
$67.3 - $78.8
|
118
$10.2K
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.01% |
$67.3 - $78.8
|
18.2K
$1.57M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.06% |
$67.3 - $78.8
|
1.55K
$134K
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-70- 1.37% |
$4.71K - $5.51K
|
5.06K
$437K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-72- 0.16% |
$4.84K - $5.67K
|
43.9K
$3.79M
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-81- 0.27% |
$5.45K - $6.38K
|
30.3K
$2.61M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-83- 0.73% |
$5.58K - $6.54K
|
11.2K
$968K
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-87- 0.05% |
$5.85K - $6.85K
|
191K
$16.5M
|
|
Jan 23, 2023
Q4 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-107- 2.32% |
$7.2K - $8.43K
|
4.51K
$390K
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-118- 0.16% |
$7.94K - $9.29K
|
72.4K
$6.25M
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-119- 10.11% |
$8.01K - $9.37K
|
1.06K
$91.4K
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-122- 0.65% |
$8.21K - $9.61K
|
18.6K
$1.6M
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
SELL
|
- |
-123- 0.58% |
$8.28K - $9.69K
|
21.2K
$1.83M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-123- 3.15% |
$8.28K - $9.69K
|
3.78K
$326K
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-134- 26.02% |
$9.02K - $10.6K
|
381
$32.9K
|
|
Jan 27, 2023
Q4 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-135- 3.62% |
$9.08K - $10.6K
|
3.6K
$311K
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-146- 0.18% |
$9.82K - $11.5K
|
82.6K
$7.14M
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-147- 0.42% |
$9.89K - $11.6K
|
34.9K
$3.02M
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-151- 4.19% |
$10.2K - $11.9K
|
3.46K
$299K
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-155- 1.28% |
$10.4K - $12.2K
|
12K
$1.03M
|