Latest Institutional Purchases of First Trust Capital Strength E (FTCS)
This list provides information on the latest institutional transactions involving First Trust Capital Strength E (FTCS) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
475K+ 6.2% |
$38.8M - $43.9M
|
8.14M
$758M
|
|
Aug 13, 2025
Q2 2025
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
BUY
|
- |
174KNew |
$14.2M - $16.1M
|
174K
$16.2M
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
142K+ 78.88% |
$11.6M - $13.1M
|
323K
$30M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
124K+ 28.83% |
$10.1M - $11.5M
|
555K
$51.7M
|
|
Jul 23, 2025
Q2 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
116KNew |
$9.43M - $10.7M
|
116K
$10.8M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.6K+ 7.47% |
$7.07M - $8.01M
|
1.25M
$116M
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
80KNew |
$6.52M - $7.39M
|
80K
$7.45M
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.3K+ 21.93% |
$5.41M - $6.12M
|
368K
$34.3M
|
|
Aug 11, 2025
Q2 2025
|
Purus Wealth Management, LLC
|
BUY
|
- |
59.2KNew |
$4.83M - $5.47M
|
59.2K
$5.52M
|
|
Aug 13, 2025
Q2 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
58.4KNew |
$4.77M - $5.4M
|
58.4K
$5.44M
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
56.7K+ 491.75% |
$4.62M - $5.24M
|
68.2K
$6.35M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
45.3K+ 156.23% |
$3.7M - $4.18M
|
74.3K
$6.92M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
43.6K+ 19.52% |
$3.56M - $4.03M
|
267K
$24.9M
|
|
Jul 22, 2025
Q2 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
31.6K+ 15.87% |
$2.58M - $2.92M
|
231K
$21.5M
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
29.1KNew |
$2.37M - $2.68M
|
29.1K
$2.71M
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29K+ 9.52% |
$2.37M - $2.68M
|
334K
$31.1M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.1K+ 168.92% |
$2.3M - $2.6M
|
44.8K
$4.17M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28K+ 1.89% |
$2.28M - $2.58M
|
1.51M
$141M
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25K+ 1.48% |
$2.04M - $2.31M
|
1.71M
$160M
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
24.8K+ 5.95% |
$2.02M - $2.29M
|
442K
$41.2M
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
23K+ 76.34% |
$1.87M - $2.12M
|
53.1K
$4.94M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.8K+ 2.4% |
$1.86M - $2.11M
|
976K
$90.9M
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
22.1K+ 130.24% |
$1.8M - $2.04M
|
39.1K
$3.64M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
21.6KNew |
$1.76M - $2M
|
21.6K
$2.01M
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
20K+ 25.51% |
$1.63M - $1.85M
|
98.2K
$9.15M
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.7KNew |
$1.52M - $1.72M
|
18.7K
$1.74M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.6K+ 35.89% |
$1.51M - $1.71M
|
70.2K
$6.54M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.5K+ 10.85% |
$1.43M - $1.62M
|
179K
$16.7M
|
|
Aug 20, 2025
Q2 2025
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
17.4K+ 41.99% |
$1.42M - $1.61M
|
59K
$5.49M
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.4K+ 10.23% |
$1.34M - $1.52M
|
177K
$16.5M
|
|
Jul 31, 2025
Q2 2025
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
15.1KNew |
$1.23M - $1.39M
|
15.1K
$1.4M
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.8K+ 0.25% |
$1.2M - $1.36M
|
5.95M
$554M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
13.6K+ 79.48% |
$1.11M - $1.26M
|
30.7K
$2.86M
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
13.5K+ 5.92% |
$1.1M - $1.24M
|
241K
$22.5M
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
13.3K+ 314.17% |
$1.09M - $1.23M
|
17.5K
$1.63M
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
12.2K+ 8.29% |
$995K - $1.13M
|
159K
$14.8M
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.1KNew |
$988K - $1.12M
|
12.1K
$1.13M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.9K+ 1269.3% |
$972K - $1.1M
|
12.8K
$1.2M
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
10.8K+ 484.53% |
$884K - $1M
|
13.1K
$1.22M
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.82K+ 2.11% |
$719K - $815K
|
427K
$39.8M
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.3K+ 6.95% |
$596K - $675K
|
112K
$10.5M
|
|
Aug 05, 2025
Q2 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
7.13K+ 13.89% |
$582K - $659K
|
58.5K
$5.45M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.99K+ 7.11% |
$570K - $645K
|
105K
$9.8M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.97K+ 13.49% |
$569K - $644K
|
58.7K
$5.46M
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6.22K+ 9.09% |
$507K - $574K
|
74.6K
$6.95M
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
BUY
|
- |
6.04K+ 5.52% |
$492K - $558K
|
115K
$10.7M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.93K+ 18.2% |
$484K - $548K
|
38.5K
$3.59M
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
5.77K+ 1.79% |
$471K - $533K
|
328K
$30.5M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.54KNew |
$452K - $512K
|
5.54K
$516K
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.2KNew |
$424K - $480K
|
5.2K
$484K
|