Purchases and Sales Made in Q4 2022 in First Trust Capital Strength E (FTCS)

FTCS Quotes by TradingView

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 30, 2023 Q4 2022
Moloney Securities Asset Management, LLC

SELL
 -
-1.47K
- 5.72%
$99.2K - $116K
24.3K $2.1M
Feb 08, 2023 Q4 2022
L.M. Kohn & Company

SELL
 -
-1.5K
- 18.7%
$101K - $118K
6.51K $562K
Feb 02, 2023 Q4 2022
Concorde Asset Management, LLC

SELL
 -
-1.58K
- 36.12%
$106K - $124K
2.79K $241K
Feb 01, 2023 Q4 2022
Bay Colony Advisory Group, Inc D

SELL
 -
-1.66K
- 20.89%
$112K - $131K
6.29K $543K
Feb 13, 2023 Q4 2022
Fermata Advisors, LLC

Sonoma, CA
SELL
 -
-1.75K
- 2.0%
$118K - $138K
85.6K $7.4M
Feb 15, 2023 Q4 2022
1776 Wealth LLC

SELL
 -
-1.79K
- 4.75%
$120K - $141K
35.9K $3.1M
Feb 14, 2023 Q4 2022
Zacks Investment Management

Chicago, IL
SELL
 -
-1.88K
- 40.42%
$127K - $148K
2.77K $240K
Jan 02, 2024 Q4 2022
Southland Equity Partners LLC

Wildwood, MO
SELL
 -
-1.91K
- 2.48%
$129K - $150K
75.2K $6.5M
Feb 10, 2023 Q4 2022
Blackhawk Capital Partners Llc.

Thiensville, WI
SELL
 -
-2.07K
- 9.79%
$139K - $163K
19K $1.64M
Jan 19, 2024 Q4 2022
Cedrus LLC

Littleton, CO
SELL
 -
-2.15K
- 5.45%
$145K - $169K
37.3K $3.22M
Feb 06, 2023 Q4 2022
Fsb Premier Wealth Management, Inc.

SELL
 -
-2.23K
- 1.75%
$150K - $175K
125K $10.8M
Feb 03, 2023 Q4 2022
Dhjj Financial Advisors, Ltd.

SELL
 -
-2.42K
- 3.01%
$163K - $191K
77.9K $6.73M
Feb 13, 2023 Q4 2022
Us Bancorp \De\

SELL
 -
-2.57K
- 3.88%
$173K - $202K
63.6K $5.5M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-2.65K
- 4.13%
$178K - $209K
61.6K $5.32M
Feb 14, 2023 Q4 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-2.75K
- 11.97%
$185K - $216K
20.2K $1.74M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

SELL
 -
-2.92K
- 6.94%
$197K - $230K
39.2K $3.39M
Feb 07, 2023 Q4 2022
Lincoln National Corp

SELL
 -
-2.98K
- 2.72%
$200K - $235K
106K $9.2M
Feb 10, 2023 Q4 2022
Collaborative Wealth Managment Inc.

Lake Mary, FL
SELL
 -
-3.16K
- 8.59%
$213K - $249K
33.6K $2.91M
Feb 09, 2023 Q4 2022
Citigroup Inc

SELL
 -
-3.35K
- 7.79%
$225K - $264K
39.7K $3.43M
Jan 26, 2023 Q4 2022
Integrity Financial Corp

SELL
 -
-3.58K
- 3.1%
$241K - $282K
112K $9.68M
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-3.67K
- 7.52%
$247K - $289K
45.2K $3.9M
Jan 31, 2023 Q4 2022
Ifg Advisory, LLC

SELL
 -
-3.69K
- 0.86%
$248K - $290K
423K $36.6M
Feb 02, 2023 Q4 2022
Ignite Planners, LLC

SELL
 -
-3.72K
- 11.59%
$250K - $293K
28.4K $2.45M
Feb 02, 2023 Q4 2022
Altfest L J & CO Inc

SELL
 -
-3.73K
- 5.26%
$251K - $294K
67.2K $5.8M
Jan 31, 2023 Q4 2022
Triumph Capital Management

SELL
 -
-3.94K
- 8.28%
$265K - $310K
43.6K $3.77M
Feb 01, 2023 Q4 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-4.16K
- 10.38%
$280K - $327K
35.9K $3.1M
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-4.61K
- 48.31%
$310K - $363K
4.93K $426K
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-4.61K
- 48.31%
$310K - $363K
4.93K $426K
Feb 16, 2023 Q4 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-4.83K
Closed
$325K - $381K
0 $0
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-5.35K
- 1.26%
$360K - $421K
418K $36.1M
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-6.37K
- 12.09%
$428K - $501K
46.3K $4M
Feb 08, 2023 Q4 2022
Ubs Group Ag

SELL
 -
-7.22K
- 0.35%
$485K - $568K
2.06M $178M
Jan 20, 2023 Q4 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-7.93K
- 3.4%
$533K - $624K
225K $19.5M
Jan 20, 2023 Q4 2022
Beacon Financial Advisory LLC

SELL
 -
-8.56K
- 22.79%
$576K - $674K
29K $2.5M
Jan 17, 2023 Q4 2022
Darwin Advisors, LLC

SELL
 -
-10.1K
- 18.23%
$678K - $793K
45.2K $3.9M
Feb 09, 2023 Q4 2022
Cranbrook Wealth Management, LLC

SELL
 -
-10.8K
- 38.6%
$730K - $854K
17.2K $1.49M
Jan 17, 2023 Q4 2022
Elevated Capital Advisors, LLC

Sandy, UT
SELL
 -
-11.1K
- 10.14%
$748K - $875K
98.5K $8.51M
Jan 25, 2023 Q4 2022
Mayflower Financial Advisors, LLC

SELL
 -
-12.7K
- 80.68%
$855K - $1M
3.04K $263K
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
SELL
 -
-13.5K
- 0.46%
$910K - $1.07M
2.9M $250M
Feb 13, 2023 Q4 2022
Private Advisory Group LLC

Redmond, WA
SELL
 -
-13.6K
- 48.33%
$917K - $1.07M
14.6K $1.26M
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

SELL
 -
-13.7K
- 59.58%
$924K - $1.08M
9.32K $805K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

SELL
 -
-15.3K
- 20.74%
$1.03M - $1.21M
58.6K $5.07M
May 14, 2024 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-17.1K
- 18.46%
$1.15M - $1.35M
75.5K $6.52M
Feb 13, 2023 Q4 2022
Goldman Sachs Group Inc

New York, NY
SELL
 -
-17.1K
- 18.46%
$1.15M - $1.35M
75.5K $6.52M
Feb 06, 2023 Q4 2022
Valmark Advisers, Inc.

SELL
 -
-20.6K
- 12.43%
$1.39M - $1.62M
145K $12.5M
Feb 10, 2023 Q4 2022
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-23.7K
- 81.48%
$1.59M - $1.87M
5.38K $465K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

SELL
 -
-24K
- 8.68%
$1.62M - $1.89M
253K $21.8M
Feb 14, 2023 Q4 2022
Guardian Wealth Advisors, LLC

Raleigh, NC
SELL
 -
-24.4K
- 8.86%
$1.64M - $1.93M
251K $21.7M
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-25.6K
- 1.73%
$1.73M - $2.02M
1.46M $126M

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