Purchases and Sales Made in Q4 2024 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 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 17, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
4.33K
+ 8.32%
$379K - $407K
56.4K $5.13M
Jan 24, 2025 Q4 2024
Level Wealth Management LLC

Greensboro, NC
BUY
 -
4.26K
New
$374K - $401K
4.26K $388K
Feb 11, 2025 Q4 2024
Grantvest Financial Group LLC

Matawan, NJ
BUY
 -
4.24K
New
$372K - $399K
4.24K $386K
Jan 27, 2025 Q4 2024
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
4.08K
+ 8.23%
$358K - $384K
53.7K $4.88M
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
3.91K
+ 0.28%
$343K - $368K
1.41M $128M
Feb 04, 2025 Q4 2024
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
3.88K
New
$340K - $365K
3.88K $353K
Jan 22, 2025 Q4 2024
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
3.79K
+ 3.43%
$332K - $356K
114K $10.4M
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
3.75K
+ 535.71%
$329K - $353K
4.45K $405K
Jan 16, 2025 Q4 2024
Purus Wealth Management, LLC

BUY
 -
3.74K
+ 6.68%
$328K - $352K
59.7K $5.43M
Feb 14, 2025 Q4 2024
Wiley Bros. Aintree Capital, LLC

BUY
 -
3.65K
+ 6.36%
$319K - $343K
61K $5.55M
Feb 13, 2025 Q4 2024
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
3.59K
New
$314K - $337K
3.59K $327K
Feb 04, 2025 Q4 2024
Ifp Advisors, Inc

BUY
 -
3.4K
+ 5.38%
$298K - $319K
66.5K $6.05M
Feb 03, 2025 Q4 2024
Post Resch Tallon Group Inc.

Pittsford, NY
BUY
 -
3.26K
New
$286K - $307K
3.26K $297K
Jan 14, 2025 Q4 2024
Tallon Kerry Patrick

Pittsford, NY
BUY
 -
3.26K
New
$286K - $307K
3.26K $297K
Jan 31, 2025 Q4 2024
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
3.14K
+ 48.98%
$275K - $295K
9.54K $868K
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
3.05K
+ 1.81%
$267K - $287K
172K $15.6M
Feb 14, 2025 Q4 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
2.94K
New
$257K - $276K
2.94K $267K
Jan 30, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
2.91K
New
$255K - $273K
2.91K $265K
May 13, 2025 Q4 2024
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
2.9K
+ 1.46%
$254K - $273K
202K $18.4M
Feb 25, 2025 Q4 2024
Advisor Resource Council

BUY
 -
2.82K
New
$247K - $265K
2.82K $257K
Jan 16, 2025 Q4 2024
Schwab Charitable Fund

BUY
 -
2.76K
New
$242K - $260K
2.76K $251K
Feb 10, 2025 Q4 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
2.71K
New
$237K - $254K
2.71K $246K
Feb 06, 2025 Q4 2024
Novus Advisors, LLC

Greenville, SC
BUY
 -
2.69K
New
$235K - $252K
2.69K $244K
Feb 12, 2025 Q4 2024
Delos Wealth Advisors, LLC

Dallas, TX
BUY
 -
2.67K
+ 8.71%
$234K - $251K
33.3K $3.03M
Jan 16, 2025 Q4 2024
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
2.65K
+ 5.49%
$232K - $249K
51K $4.64M
Jan 22, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
2.62K
+ 3358.97%
$230K - $246K
2.7K $246K
Jan 08, 2025 Q4 2024
Park National Corp

BUY
 -
2.62K
+ 0.55%
$229K - $246K
481K $43.8M
Jan 13, 2025 Q4 2024
Advisor Net Financial, Inc

BUY
 -
2.56K
+ 73.75%
$224K - $241K
6.04K $549K
Jan 22, 2025 Q4 2024
Tru Independence LLC

BUY
 -
2.46K
+ 1.81%
$215K - $231K
138K $12.6M
Feb 11, 2025 Q4 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.45K
New
$214K - $230K
2.45K $222K
Feb 14, 2025 Q4 2024
D. E. Shaw & Co., Inc.

New York, NY
BUY
 -
2.37K
New
$208K - $223K
2.37K $216K
Jan 22, 2025 Q4 2024
Investment Planning Advisors, Inc.

Cumming, GA
BUY
 -
2.23K
+ 27.25%
$195K - $210K
10.4K $948K
Feb 12, 2025 Q4 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
2.17K
+ 5.79%
$190K - $204K
39.6K $3.6M
Jan 17, 2025 Q4 2024
Secure Asset Management, LLC

BUY
 -
2.11K
+ 4.49%
$185K - $198K
49.1K $4.47M
Feb 05, 2025 Q4 2024
Private Trust CO Na

BUY
 -
2.06K
+ 15.16%
$180K - $193K
15.6K $1.42M
Feb 10, 2025 Q4 2024
Creative Financial Designs Inc

BUY
 -
2.05K
+ 11.29%
$180K - $193K
20.2K $1.84M
Feb 14, 2025 Q4 2024
Harvest Investment Services, LLC

BUY
 -
2.02K
+ 64.84%
$177K - $190K
5.13K $467K
Feb 13, 2025 Q4 2024
Kraft, Davis & Associates, LLC

St. Louis, MO
BUY
 -
2K
+ 45.22%
$175K - $188K
6.42K $584K
Feb 14, 2025 Q4 2024
Luminist Capital LLC

Grand Rapids, MI
BUY
 -
1.98K
New
$173K - $186K
1.98K $180K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
1.9K
+ 1.94%
$166K - $178K
99.7K $9.07M
Feb 14, 2025 Q4 2024
Prosperity Consulting Group, LLC

BUY
 -
1.84K
+ 9.17%
$161K - $173K
21.9K $1.99M
Feb 14, 2025 Q4 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.67K
+ 9.5%
$146K - $157K
19.2K $1.75M
Feb 06, 2025 Q4 2024
Vestmark Advisory Solutions, Inc.

BUY
 -
1.67K
+ 0.82%
$146K - $157K
206K $18.8M
Feb 14, 2025 Q4 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
1.66K
+ 70.64%
$145K - $156K
4.01K $364K
Jan 23, 2025 Q4 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
1.64K
+ 4.44%
$143K - $154K
38.5K $3.5M
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
1.47K
+ 8.66%
$129K - $139K
18.5K $1.68M
Feb 12, 2025 Q4 2024
Lokken Investment Group LLC

BUY
 -
1.46K
+ 3.19%
$128K - $137K
47.1K $4.29M
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.45K
+ 4.94%
$127K - $136K
30.8K $2.8M
Feb 10, 2025 Q4 2024
Arbor Capital Management Inc

Anchorage, AK
BUY
 -
1.45K
+ 16.65%
$127K - $136K
10.1K $923K

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