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 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12KNew |
$1.06M - $1.13M
|
12K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.7K+ 4.25% |
$1.02M - $1.1M
|
287K
$25.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 10.45% |
$1.01M - $1.08M
|
122K
$10.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10.9K+ 3.59% |
$956K - $1.03M
|
315K
$28.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.65K+ 8.48% |
$846K - $908K
|
123K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
9.62KNew |
$843K - $905K
|
9.62K
$861K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.48KNew |
$831K - $891K
|
9.48K
$849K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.66KNew |
$758K - $814K
|
8.66K
$775K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.93K+ 5.42% |
$695K - $746K
|
154K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.62K+ 72.2% |
$667K - $716K
|
18.2K
$1.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7.23K+ 5.61% |
$633K - $680K
|
136K
$12.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.21K+ 303.83% |
$632K - $678K
|
9.58K
$858K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.19K+ 8.04% |
$630K - $676K
|
96.6K
$8.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.69KNew |
$586K - $629K
|
6.69K
$599K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.59K+ 14.84% |
$577K - $619K
|
51K
$4.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.53KNew |
$572K - $614K
|
6.53K
$585K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.44KNew |
$565K - $606K
|
6.44K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.44KNew |
$564K - $606K
|
6.44K
$577K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.37KNew |
$558K - $599K
|
6.37K
$570K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.31K+ 4.91% |
$553K - $593K
|
135K
$12.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.06KNew |
$531K - $570K
|
6.06K
$543K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.06K+ 8.14% |
$531K - $570K
|
80.5K
$7.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.83K+ 10.33% |
$511K - $548K
|
62.2K
$5.57M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.82K+ 102.23% |
$510K - $547K
|
11.5K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.81KNew |
$509K - $547K
|
5.81K
$521K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8KNew |
$508K - $545K
|
5.8K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.78KNew |
$506K - $543K
|
5.78K
$517K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.57K+ 0.35% |
$488K - $524K
|
1.61M
$144M
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.39K+ 6.09% |
$472K - $507K
|
93.9K
$8.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.14KNew |
$451K - $484K
|
5.14K
$460K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.02K+ 9.71% |
$440K - $472K
|
56.8K
$5.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.88KNew |
$428K - $459K
|
4.88K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.72K+ 1.11% |
$414K - $444K
|
431K
$38.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.65KNew |
$408K - $438K
|
4.65K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.64K+ 52.9% |
$406K - $436K
|
13.4K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$405K - $434K
|
4.62K
$414K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.49K+ 22.15% |
$393K - $422K
|
24.7K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.42KNew |
$388K - $416K
|
4.42K
$396K
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$374K - $401K
|
4.26K
$382K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.24KNew |
$372K - $399K
|
4.24K
$380K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
4.08K+ 8.23% |
$358K - $384K
|
53.7K
$4.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.91K+ 0.28% |
$343K - $368K
|
1.41M
$126M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.88KNew |
$340K - $365K
|
3.88K
$347K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.79K+ 3.43% |
$332K - $356K
|
114K
$10.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.75K+ 535.71% |
$329K - $353K
|
4.45K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
BUY
|
- |
3.74K+ 6.68% |
$328K - $352K
|
59.7K
$5.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.65K+ 6.36% |
$319K - $343K
|
61K
$5.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.59K+ 3.52% |
$315K - $338K
|
106K
$9.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
3.59KNew |
$314K - $337K
|
3.59K
$321K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
3.4K+ 5.38% |
$298K - $319K
|
66.5K
$5.96M
|