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
|
Beck Bode, LLC
|
SELL
|
- |
-6.26K- 26.34% |
$548K - $588K
|
17.5K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.53K- 12.56% |
$572K - $614K
|
45.4K
$4.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.67K- 11.81% |
$584K - $627K
|
49.8K
$4.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.08K- 1.59% |
$620K - $666K
|
438K
$40M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-7.4K- 69.77% |
$648K - $696K
|
3.21K
$292K
|
|
|
May 28, 2025
Q4 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-7.55K- 19.97% |
$661K - $709K
|
30.2K
$2.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-7.65K- 11.39% |
$670K - $719K
|
59.5K
$5.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Moneywise, Inc.
|
SELL
|
- |
-8.02K- 37.79% |
$702K - $754K
|
13.2K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-8.24K- 30.12% |
$722K - $775K
|
19.1K
$1.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-8.41K- 11.95% |
$737K - $791K
|
61.9K
$5.65M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-8.74K- 2.23% |
$766K - $822K
|
382K
$34.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-9.27K- 8.8% |
$812K - $871K
|
96K
$8.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-9.77K- 9.0% |
$856K - $918K
|
98.7K
$9M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.96K- 81.25% |
$873K - $937K
|
2.3K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-10.2K- 16.85% |
$897K - $962K
|
50.5K
$4.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-10.4K- 22.0% |
$913K - $980K
|
36.9K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.5K- 18.05% |
$918K - $985K
|
47.6K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.3K- 16.39% |
$990K - $1.06M
|
57.6K
$5.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-11.7K- 5.72% |
$1.02M - $1.1M
|
192K
$17.5M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-12.2K- 36.88% |
$1.07M - $1.15M
|
20.9K
$1.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.6K- 14.39% |
$1.11M - $1.19M
|
75.1K
$6.85M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12.8K- 11.79% |
$1.12M - $1.2M
|
95.8K
$8.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-13K- 3.8% |
$1.14M - $1.22M
|
328K
$29.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-13.4K- 17.77% |
$1.17M - $1.26M
|
61.8K
$5.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-13.5K- 50.43% |
$1.18M - $1.27M
|
13.3K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-14.4K- 8.51% |
$1.26M - $1.35M
|
155K
$14.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-15.5K- 8.25% |
$1.36M - $1.46M
|
173K
$15.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.8K- 5.65% |
$1.48M - $1.58M
|
281K
$25.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-16.9K- 4.68% |
$1.48M - $1.59M
|
343K
$31.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-18.6K- 6.79% |
$1.63M - $1.75M
|
255K
$23.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.3K- 1.25% |
$1.69M - $1.81M
|
1.52M
$139M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-19.3K- 10.37% |
$1.69M - $1.82M
|
167K
$15.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-20.1K- 35.99% |
$1.76M - $1.89M
|
35.7K
$3.26M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20.6K- 89.01% |
$1.8M - $1.93M
|
2.54K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.6K- 14.71% |
$1.81M - $1.94M
|
120K
$10.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-22.7K- 46.27% |
$1.99M - $2.14M
|
26.4K
$2.41M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-24K- 20.72% |
$2.1M - $2.25M
|
91.7K
$8.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-25.6K- 22.58% |
$2.25M - $2.41M
|
87.9K
$8.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.5K- 2.7% |
$2.5M - $2.68M
|
1.03M
$93.6M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-29K- 14.67% |
$2.54M - $2.72M
|
168K
$15.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-30K- 21.11% |
$2.63M - $2.82M
|
112K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-30.6K- 24.49% |
$2.68M - $2.88M
|
94.4K
$8.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.8K- 59.53% |
$2.7M - $2.89M
|
20.9K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-31.8K- 4.57% |
$2.78M - $2.99M
|
664K
$60.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-38.4K- 13.86% |
$3.36M - $3.61M
|
238K
$21.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-40K- 32.0% |
$3.5M - $3.76M
|
85K
$7.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-53.9K- 45.37% |
$4.72M - $5.07M
|
64.9K
$5.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-58.5K- 1.65% |
$5.13M - $5.5M
|
3.48M
$318M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-72.8K- 99.91% |
$6.38M - $6.85M
|
67
$6.11K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-79.1K- 6.16% |
$6.93M - $7.44M
|
1.2M
$110M
|