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 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.44K- 8.19% |
$126K - $135K
|
16.1K
$1.44M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.46K- 5.27% |
$128K - $137K
|
26.2K
$2.35M
|
|
|
Jan 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.52K- 6.03% |
$133K - $143K
|
23.7K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-1.58K- 7.11% |
$138K - $149K
|
20.6K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.59K- 7.27% |
$140K - $150K
|
20.3K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.7K- 32.88% |
$149K - $160K
|
3.46K
$310K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-1.73K- 3.66% |
$151K - $163K
|
45.5K
$4.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.76K- 4.94% |
$154K - $165K
|
33.9K
$3.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.79K- 21.34% |
$157K - $168K
|
6.59K
$590K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.8K- 6.06% |
$158K - $170K
|
28K
$2.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-1.98K- 6.19% |
$174K - $186K
|
30K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 6.41% |
$178K - $191K
|
29.6K
$2.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 22.03% |
$185K - $198K
|
7.45K
$667K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.22K- 0.36% |
$195K - $209K
|
620K
$55.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.3K- 25.79% |
$201K - $216K
|
6.6K
$591K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.32K- 5.92% |
$204K - $219K
|
37K
$3.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.48K- 2.18% |
$218K - $234K
|
111K
$9.96M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.61K- 21.03% |
$229K - $245K
|
9.8K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-2.64K- 10.79% |
$231K - $248K
|
21.8K
$1.96M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.67K- 23.37% |
$234K - $251K
|
8.77K
$785K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.89K- 13.8% |
$253K - $272K
|
18.1K
$1.62M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.91K- 4.18% |
$255K - $274K
|
66.9K
$5.99M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.01K- 6.67% |
$263K - $283K
|
42K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-3.08K- 29.37% |
$270K - $290K
|
7.42K
$664K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.21K- 3.23% |
$281K - $301K
|
96K
$8.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.24K- 13.51% |
$284K - $305K
|
20.7K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-3.68K- 4.8% |
$323K - $346K
|
73K
$6.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4K- 4.73% |
$350K - $376K
|
80.5K
$7.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.69K- 2.85% |
$411K - $441K
|
159K
$14.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.77K- 25.73% |
$418K - $448K
|
13.8K
$1.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.3K- 3.39% |
$464K - $498K
|
151K
$13.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-5.6K- 7.08% |
$491K - $527K
|
73.5K
$6.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.91K- 8.82% |
$518K - $556K
|
61.1K
$5.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-6.26K- 26.34% |
$548K - $588K
|
17.5K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.53K- 12.56% |
$572K - $614K
|
45.4K
$4.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.67K- 11.81% |
$584K - $627K
|
49.8K
$4.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.08K- 1.59% |
$620K - $666K
|
438K
$39.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.4K- 69.77% |
$648K - $696K
|
3.21K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7.65K- 11.39% |
$670K - $719K
|
59.5K
$5.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-8.02K- 37.79% |
$702K - $754K
|
13.2K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.24K- 30.12% |
$722K - $775K
|
19.1K
$1.71M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.41K- 11.95% |
$737K - $791K
|
61.9K
$5.55M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-8.74K- 2.23% |
$766K - $822K
|
382K
$34.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.27K- 8.8% |
$812K - $871K
|
96K
$8.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.77K- 9.0% |
$856K - $918K
|
98.7K
$8.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.96K- 81.25% |
$873K - $937K
|
2.3K
$206K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 16.85% |
$897K - $962K
|
50.5K
$4.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-10.4K- 22.0% |
$913K - $980K
|
36.9K
$3.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.5K- 18.05% |
$918K - $985K
|
47.6K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 16.39% |
$990K - $1.06M
|
57.6K
$5.16M
|