Purchases and Sales Made in Q4 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q4 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.63MNew |
$493M - $529M
|
5.63M
$504M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
679KNew |
$59.5M - $63.9M
|
679K
$60.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
628K+ 57.8% |
$55M - $59.1M
|
1.71M
$154M
|
|
|
Feb 10, 2025
Q4 2024
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
BUY
|
- |
551KNew |
$48.3M - $51.8M
|
551K
$49.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
309K+ 1793.16% |
$27.1M - $29.1M
|
327K
$29.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
245K+ 5063.77% |
$21.5M - $23.1M
|
250K
$22.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
217K+ 141.25% |
$19M - $20.4M
|
370K
$33.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
205KNew |
$18M - $19.3M
|
205K
$18.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
170K+ 126.02% |
$14.9M - $16M
|
304K
$27.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
169K+ 2.29% |
$14.8M - $15.9M
|
7.54M
$675M
|
|
|
Feb 13, 2025
Q4 2024
|
Virtus Wealth Solutions LLC
Cranford, NJ |
BUY
|
- |
120KNew |
$10.5M - $11.3M
|
120K
$10.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
109K+ 78.48% |
$9.53M - $10.2M
|
247K
$22.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
107KNew |
$9.4M - $10.1M
|
107K
$9.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
86.7KNew |
$7.6M - $8.15M
|
86.7K
$7.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.1K+ 20.58% |
$7.54M - $8.1M
|
504K
$45.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
73.7KNew |
$6.46M - $6.93M
|
73.7K
$6.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
61.7KNew |
$5.4M - $5.8M
|
61.7K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
59.2KNew |
$5.19M - $5.57M
|
59.2K
$5.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
55.2KNew |
$4.83M - $5.19M
|
55.2K
$4.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.1K+ 4.96% |
$4.56M - $4.9M
|
1.1M
$98.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
46.4KNew |
$4.06M - $4.36M
|
46.4K
$4.15M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
44.7KNew |
$3.92M - $4.21M
|
44.7K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
44.5K+ 34.6% |
$3.9M - $4.19M
|
173K
$15.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
43.5KNew |
$3.82M - $4.09M
|
43.5K
$3.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
43.3KNew |
$3.8M - $4.07M
|
43.3K
$3.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
36KNew |
$3.15M - $3.38M
|
36K
$3.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
31.7KNew |
$2.77M - $2.98M
|
31.7K
$2.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
30.2KNew |
$2.64M - $2.84M
|
30.2K
$2.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
29.2KNew |
$2.56M - $2.74M
|
29.2K
$2.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
28.6KNew |
$2.5M - $2.69M
|
28.6K
$2.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
26.4KNew |
$2.31M - $2.48M
|
26.4K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
26.4K+ 868.82% |
$2.31M - $2.48M
|
29.4K
$2.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.5K+ 36.91% |
$2.23M - $2.39M
|
94.4K
$8.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24K+ 8.62% |
$2.1M - $2.26M
|
302K
$27.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.6KNew |
$1.98M - $2.13M
|
22.6K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
21.9KNew |
$1.92M - $2.06M
|
21.9K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Dagco, Inc.
|
BUY
|
- |
21.2K+ 43.14% |
$1.86M - $2M
|
70.4K
$6.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 5.97% |
$1.83M - $1.96M
|
370K
$33.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.4K+ 63.2% |
$1.78M - $1.92M
|
52.6K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
18.1K+ 131.21% |
$1.58M - $1.7M
|
31.8K
$2.85M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
17.6KNew |
$1.54M - $1.65M
|
17.6K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
17.4KNew |
$1.53M - $1.64M
|
17.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.2K+ 109.1% |
$1.51M - $1.62M
|
32.9K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
16.3KNew |
$1.43M - $1.53M
|
16.3K
$1.46M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
15.4K+ 4.59% |
$1.35M - $1.45M
|
351K
$31.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
15.4KNew |
$1.35M - $1.45M
|
15.4K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.6K+ 6.32% |
$1.28M - $1.37M
|
246K
$22M
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.4K+ 6.4% |
$1.17M - $1.26M
|
222K
$19.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
12.5KNew |
$1.09M - $1.17M
|
12.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.2KNew |
$1.07M - $1.15M
|
12.2K
$1.09M
|