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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-978- 22.67% |
$85.7K - $92K
|
3.34K
$304K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1K- 24.39% |
$87.6K - $94K
|
3.1K
$283K
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.02K- 3.31% |
$88.9K - $95.4K
|
29.7K
$2.7M
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-1.03K- 2.33% |
$90.6K - $97.2K
|
43.3K
$3.95M
|
|
Mar 05, 2025
Q4 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-1.05K- 1.45% |
$91.8K - $98.5K
|
71.3K
$6.5M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-1.07K- 6.06% |
$93.7K - $101K
|
16.6K
$1.51M
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.07K- 17.56% |
$93.8K - $101K
|
5.03K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-1.08K- 26.9% |
$94.5K - $101K
|
2.93K
$267K
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.08K- 20.02% |
$94.8K - $102K
|
4.32K
$394K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.12K- 2.29% |
$98.3K - $106K
|
47.8K
$4.36M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.16K- 17.73% |
$102K - $109K
|
5.38K
$491K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.26K- 2.62% |
$110K - $118K
|
46.7K
$4.26M
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.28K- 80.0% |
$112K - $120K
|
320
$29.2K
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.3K- 2.44% |
$114K - $122K
|
52K
$4.74M
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.35K- 7.04% |
$119K - $127K
|
17.9K
$1.63M
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.36K- 49.8% |
$119K - $128K
|
1.37K
$125K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.42K- 3.91% |
$125K - $134K
|
35K
$3.19M
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.44K- 8.19% |
$126K - $135K
|
16.1K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.46K- 5.27% |
$128K - $137K
|
26.2K
$2.39M
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.52K- 6.03% |
$133K - $143K
|
23.7K
$2.16M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 7.11% |
$138K - $149K
|
20.6K
$1.88M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.59K- 7.27% |
$140K - $150K
|
20.3K
$1.85M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.7K- 32.88% |
$149K - $160K
|
3.46K
$316K
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.73K- 3.66% |
$151K - $163K
|
45.5K
$4.15M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.76K- 4.94% |
$154K - $165K
|
33.9K
$3.09M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.79K- 21.34% |
$157K - $168K
|
6.59K
$601K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.8K- 6.06% |
$158K - $170K
|
28K
$2.55M
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 6.19% |
$174K - $186K
|
30K
$2.74M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 6.41% |
$178K - $191K
|
29.6K
$2.7M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 22.03% |
$185K - $198K
|
7.45K
$680K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.22K- 0.36% |
$195K - $209K
|
620K
$56.6M
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.3K- 25.79% |
$201K - $216K
|
6.6K
$602K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.32K- 5.92% |
$204K - $219K
|
37K
$3.37M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 2.18% |
$218K - $234K
|
111K
$10.1M
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 21.03% |
$229K - $245K
|
9.8K
$894K
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.64K- 10.79% |
$231K - $248K
|
21.8K
$1.99M
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 23.37% |
$234K - $251K
|
8.77K
$800K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.89K- 13.8% |
$253K - $272K
|
18.1K
$1.65M
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.91K- 4.18% |
$255K - $274K
|
66.9K
$6.1M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.01K- 6.67% |
$263K - $283K
|
42K
$3.83M
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.08K- 29.37% |
$270K - $290K
|
7.42K
$676K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.21K- 3.23% |
$281K - $301K
|
96K
$8.75M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.24K- 13.51% |
$284K - $305K
|
20.7K
$1.89M
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 4.8% |
$323K - $346K
|
73K
$6.66M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4K- 4.73% |
$350K - $376K
|
80.5K
$7.34M
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.69K- 2.85% |
$411K - $441K
|
159K
$14.5M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.77K- 25.73% |
$418K - $448K
|
13.8K
$1.26M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.3K- 3.39% |
$464K - $498K
|
151K
$13.8M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.6K- 7.08% |
$491K - $527K
|
73.5K
$6.7M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.91K- 8.82% |
$518K - $556K
|
61.1K
$5.58M
|