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 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
247+ 0.61% |
$21.6K - $23.2K
|
41K
$3.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
245+ 0.82% |
$21.5K - $23K
|
30.2K
$2.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$21.5K - $23K
|
245
$22.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
242+ 0.94% |
$21.2K - $22.8K
|
26.1K
$2.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
233+ 0.48% |
$20.4K - $21.9K
|
48.4K
$4.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
203+ 2.15% |
$17.8K - $19.1K
|
9.63K
$876K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
200New |
$17.5K - $18.8K
|
200
$18.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
198+ 6.79% |
$17.3K - $18.6K
|
3.11K
$283K
|
|
|
Aug 15, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
186+ 0.93% |
$16.3K - $17.5K
|
20.1K
$1.83M
|
|
|
Aug 29, 2025
Q4 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
186+ 0.93% |
$16.3K - $17.5K
|
20.1K
$1.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
183+ 20.65% |
$16K - $17.2K
|
1.07K
$97.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
175New |
$15.3K - $16.5K
|
175
$15.9K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
174+ 2.88% |
$15.2K - $16.4K
|
6.21K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
166+ 6.51% |
$14.5K - $15.6K
|
2.72K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
154+ 1.44% |
$13.5K - $14.5K
|
10.9K
$988K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
153+ 2.18% |
$13.4K - $14.4K
|
7.17K
$653K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
153New |
$13.4K - $14.4K
|
153
$13.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
138+ 1.6% |
$12.1K - $13K
|
8.76K
$797K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
134+ 1.14% |
$11.7K - $12.6K
|
11.9K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
122+ 2.65% |
$10.7K - $11.5K
|
4.72K
$430K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
115+ 0.36% |
$10.1K - $10.8K
|
32.2K
$2.93M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
106+ 55.5% |
$9.29K - $9.97K
|
297
$27K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
100+ 15.46% |
$8.76K - $9.4K
|
747
$68K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
100+ 1.0% |
$8.76K - $9.4K
|
10.1K
$919K
|
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
85+ 2.79% |
$7.45K - $7.99K
|
3.13K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
74New |
$6.48K - $6.96K
|
74
$6.73K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
72+ 0.24% |
$6.31K - $6.77K
|
30K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
55+ 1.09% |
$4.82K - $5.17K
|
5.08K
$462K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
55+ 1.99% |
$4.82K - $5.17K
|
2.82K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
51New |
$4.47K - $4.8K
|
51
$4.64K
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
50+ 2.14% |
$4.38K - $4.7K
|
2.38K
$217K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
49+ 0.11% |
$4.29K - $4.61K
|
46.5K
$4.24M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
48New |
$4.21K - $4.51K
|
48
$4.37K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
30+ 0.33% |
$2.63K - $2.82K
|
9.13K
$830K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
27+ 0.27% |
$2.37K - $2.54K
|
10.2K
$927K
|
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
BUY
|
- |
25+ 0.45% |
$2.19K - $2.35K
|
5.58K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24+ 0.25% |
$2.1K - $2.26K
|
9.56K
$870K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
24+ 0.22% |
$2.1K - $2.26K
|
11K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
23+ 0.52% |
$2.02K - $2.16K
|
4.44K
$404K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
23+ 0.47% |
$2.02K - $2.16K
|
4.88K
$444K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
22New |
$1.93K - $2.07K
|
22
$2K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
21+ 0.47% |
$1.84K - $1.97K
|
4.5K
$410K
|
|
|
Feb 13, 2025
Q4 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
20+ 0.7% |
$1.75K - $1.88K
|
2.88K
$262K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19+ 0.04% |
$1.66K - $1.79K
|
52K
$4.74M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18+ 0.09% |
$1.58K - $1.69K
|
20.3K
$1.85M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
17+ 0.3% |
$1.49K - $1.6K
|
5.74K
$522K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
12+ 1.07% |
$1.05K - $1.13K
|
1.13K
$103K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
11+ 0.33% |
$964 - $1.03K
|
3.33K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
9+ 0.16% |
$789 - $846
|
5.57K
$507K
|
|
|
Jan 28, 2025
Q4 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
8+ 2.68% |
$701 - $752
|
306
$27.8K
|