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 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
3+ 0.2% |
$263 - $282
|
1.53K
$140K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2+ 0.04% |
$175 - $188
|
5.51K
$503K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$175 - $188
|
18.6K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.05% |
$87.6 - $94
|
1.94K
$177K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.01% |
$87.6 - $94
|
15K
$1.36M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
SELL
|
- |
-2- -0.0% |
$175 - $188
|
46.4K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4- 0.02% |
$350 - $376
|
24.6K
$2.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-6- 3.08% |
$526 - $564
|
189
$17.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-19- 0.25% |
$1.66K - $1.79K
|
7.58K
$691K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-22- 0.13% |
$1.93K - $2.07K
|
16.7K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-24- 0.18% |
$2.1K - $2.26K
|
13.1K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-29- 1.83% |
$2.54K - $2.73K
|
1.56K
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-31- 0.06% |
$2.72K - $2.91K
|
48.4K
$4.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-35- 0.2% |
$3.07K - $3.29K
|
17.9K
$1.63M
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-40- 1.08% |
$3.5K - $3.76K
|
3.67K
$335K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-41- 0.82% |
$3.59K - $3.86K
|
4.93K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-42- 0.6% |
$3.68K - $3.95K
|
6.99K
$638K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-43- 1.44% |
$3.77K - $4.04K
|
2.95K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-49- 0.69% |
$4.29K - $4.61K
|
7.08K
$645K
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-62- 0.46% |
$5.43K - $5.83K
|
13.5K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-72- 1.46% |
$6.31K - $6.77K
|
4.87K
$444K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-73- 0.71% |
$6.4K - $6.86K
|
10.3K
$936K
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
SELL
|
- |
-75- 2.05% |
$6.57K - $7.05K
|
3.59K
$327K
|
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-90- 0.76% |
$7.89K - $8.46K
|
11.7K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-98- 10.21% |
$8.59K - $9.21K
|
862
$78.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-103- 0.73% |
$9.02K - $9.69K
|
14K
$1.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-104- 2.66% |
$9.11K - $9.78K
|
3.81K
$347K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-108- 1.19% |
$9.46K - $10.2K
|
8.94K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-114- 3.14% |
$9.99K - $10.7K
|
3.52K
$321K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-117- 3.57% |
$10.3K - $11K
|
3.16K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-126- 1.21% |
$11K - $11.8K
|
10.3K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-127- 2.61% |
$11.1K - $11.9K
|
4.75K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-127- 12.91% |
$11.1K - $11.9K
|
857
$78.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-130- 2.37% |
$11.4K - $12.2K
|
5.36K
$488K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-150- 15.12% |
$13.1K - $14.1K
|
842
$76.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-171- 0.77% |
$15K - $16.1K
|
22K
$2.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-172- 4.97% |
$15.1K - $16.2K
|
3.29K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-172- 2.29% |
$15.1K - $16.2K
|
7.33K
$668K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-184- 63.23% |
$16.1K - $17.3K
|
107
$9.76K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-190- 0.31% |
$16.6K - $17.9K
|
61.2K
$5.58M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-196- 2.97% |
$17.2K - $18.4K
|
6.4K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-209- 2.15% |
$18.3K - $19.7K
|
9.52K
$868K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-214- 8.08% |
$18.8K - $20.1K
|
2.43K
$222K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-222- 7.29% |
$19.5K - $20.9K
|
2.82K
$257K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-247- 2.71% |
$21.6K - $23.2K
|
8.87K
$809K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-252- 0.7% |
$22.1K - $23.7K
|
35.9K
$3.28M
|
|
|
Mar 18, 2025
Q4 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-261- 8.89% |
$22.9K - $24.5K
|
2.68K
$244K
|