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 |
|---|---|---|---|---|---|---|---|
|
Mar 14, 2025
Q4 2024
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
12.9KNew |
$1.13M - $1.22M
|
12.9K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
12.5KNew |
$1.09M - $1.17M
|
12.5K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
12.2KNew |
$1.07M - $1.15M
|
12.2K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
12KNew |
$1.06M - $1.13M
|
12K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
11.7K+ 4.25% |
$1.02M - $1.1M
|
287K
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.5K+ 10.45% |
$1.01M - $1.08M
|
122K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
10.9K+ 3.59% |
$956K - $1.03M
|
315K
$28.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.65K+ 8.48% |
$846K - $908K
|
123K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
9.62KNew |
$843K - $905K
|
9.62K
$877K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
9.6KNew |
$841K - $903K
|
9.6K
$875K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
9.48KNew |
$831K - $891K
|
9.48K
$864K
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
8.66KNew |
$758K - $814K
|
8.66K
$789K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.36KNew |
$732K - $786K
|
8.36K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.93K+ 5.42% |
$695K - $746K
|
154K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7.62K+ 72.2% |
$667K - $716K
|
18.2K
$1.66M
|
|
|
Apr 11, 2025
Q4 2024
|
Clg LLC
Long Beach, CA |
BUY
|
- |
7.26KNew |
$636K - $683K
|
7.26K
$662K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
7.23K+ 5.61% |
$633K - $680K
|
136K
$12.4M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.21K+ 303.83% |
$632K - $678K
|
9.58K
$874K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.19K+ 8.04% |
$630K - $676K
|
96.6K
$8.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.69KNew |
$586K - $629K
|
6.69K
$610K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
6.59K+ 14.84% |
$577K - $619K
|
51K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.53KNew |
$572K - $614K
|
6.53K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.44KNew |
$565K - $606K
|
6.44K
$588K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
6.44KNew |
$564K - $606K
|
6.44K
$587K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.37KNew |
$558K - $599K
|
6.37K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.31K+ 4.91% |
$553K - $593K
|
135K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.06KNew |
$531K - $570K
|
6.06K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.06K+ 8.14% |
$531K - $570K
|
80.5K
$7.34M
|
|
|
Apr 29, 2025
Q4 2024
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
6KNew |
$525K - $564K
|
6K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.83K+ 10.33% |
$511K - $548K
|
62.2K
$5.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5.82K+ 102.23% |
$510K - $547K
|
11.5K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.81KNew |
$509K - $547K
|
5.81K
$530K
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
5.8KNew |
$508K - $545K
|
5.8K
$529K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
5.78KNew |
$506K - $543K
|
5.78K
$527K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
5.57K+ 0.35% |
$488K - $524K
|
1.61M
$147M
|
|
|
Apr 14, 2025
Q4 2024
|
Stillwater Wealth Management Group
Juno Beach, FL |
BUY
|
- |
5.4KNew |
$473K - $508K
|
5.4K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
5.39K+ 6.09% |
$472K - $507K
|
93.9K
$8.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
5.14KNew |
$451K - $484K
|
5.14K
$469K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.02K+ 9.71% |
$440K - $472K
|
56.8K
$5.18M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4.88KNew |
$428K - $459K
|
4.88K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.72K+ 1.11% |
$414K - $444K
|
431K
$39.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
4.65KNew |
$408K - $438K
|
4.65K
$424K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
4.64K+ 52.9% |
$406K - $436K
|
13.4K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$405K - $434K
|
4.62K
$421K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.49K+ 22.15% |
$393K - $422K
|
24.7K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.42KNew |
$388K - $416K
|
4.42K
$403K
|
|
|
May 15, 2025
Q4 2024
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
4.41KNew |
$386K - $415K
|
4.41K
$402K
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.33K+ 8.32% |
$379K - $407K
|
56.4K
$5.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Level Wealth Management LLC
Greensboro, NC |
BUY
|
- |
4.26KNew |
$374K - $401K
|
4.26K
$389K
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
4.24KNew |
$372K - $399K
|
4.24K
$387K
|