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 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
246+ 492.0% |
$20.1K - $22.7K
|
296
$27.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
241+ 2.56% |
$19.7K - $22.3K
|
9.65K
$899K
|
|
|
Jul 31, 2025
Q2 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
230+ 2.09% |
$18.8K - $21.2K
|
11.3K
$1.05M
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
215+ 10.23% |
$17.5K - $19.9K
|
2.32K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
206+ 1.43% |
$16.8K - $19K
|
14.7K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
200New |
$16.3K - $18.5K
|
200
$18.6K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
193+ 4.5% |
$15.7K - $17.8K
|
4.49K
$418K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
161+ 2.84% |
$13.1K - $14.9K
|
5.83K
$543K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
154+ 0.8% |
$12.6K - $14.2K
|
19.5K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Keystone Financial Group
|
BUY
|
- |
129+ 1.04% |
$10.5K - $11.9K
|
12.5K
$1.17M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
129+ 26.38% |
$10.5K - $11.9K
|
618
$57.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
127+ 3.5% |
$10.4K - $11.7K
|
3.75K
$350K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
127+ 1.23% |
$10.4K - $11.7K
|
10.4K
$970K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
119+ 2.03% |
$9.71K - $11K
|
5.98K
$557K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
108+ 0.21% |
$8.81K - $9.98K
|
52.1K
$4.85M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
103+ 3.06% |
$8.4K - $9.52K
|
3.47K
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
100+ 0.7% |
$8.16K - $9.24K
|
14.5K
$1.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
91+ 1.88% |
$7.43K - $8.41K
|
4.94K
$460K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
89+ 1.31% |
$7.26K - $8.22K
|
6.9K
$642K
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
79+ 0.84% |
$6.45K - $7.3K
|
9.45K
$881K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
75+ 1.49% |
$6.12K - $6.93K
|
5.12K
$477K
|
|
|
Aug 06, 2025
Q2 2025
|
Paladin Advisory Group, LLC
|
BUY
|
- |
58New |
$4.73K - $5.36K
|
58
$5.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
51New |
$4.16K - $4.71K
|
51
$4.75K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
45New |
$3.67K - $4.16K
|
45
$4.19K
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40+ 0.19% |
$3.26K - $3.7K
|
21.4K
$1.99M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
39+ 1.64% |
$3.18K - $3.6K
|
2.42K
$226K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
38+ 0.45% |
$3.1K - $3.51K
|
8.47K
$789K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
35+ 1.4% |
$2.86K - $3.23K
|
2.54K
$236K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
27+ 0.25% |
$2.2K - $2.49K
|
11K
$1.03M
|
|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
25+ 0.07% |
$2.04K - $2.31K
|
33.8K
$3.15M
|
|
|
Aug 11, 2025
Q2 2025
|
Forge Financial Services LLC
Edmond, OK |
BUY
|
- |
24+ 0.07% |
$1.96K - $2.22K
|
34.9K
$3.25M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
16+ 0.24% |
$1.31K - $1.48K
|
6.56K
$611K
|
|
|
Aug 11, 2025
Q2 2025
|
Capital Square, LLC
|
BUY
|
- |
14+ 0.17% |
$1.14K - $1.29K
|
8.46K
$788K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.13% |
$1.14K - $1.29K
|
10.9K
$1.01M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.13% |
$1.06K - $1.2K
|
10.2K
$952K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
12+ 0.11% |
$979 - $1.11K
|
10.9K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.2% |
$979 - $1.11K
|
6.1K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.03% |
$898 - $1.02K
|
39.3K
$3.66M
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.21% |
$490 - $554
|
2.85K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
4+ 0.15% |
$326 - $370
|
2.69K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.09% |
$326 - $370
|
4.41K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3+ 0.06% |
$245 - $277
|
5.13K
$477K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
2+ 0.17% |
$163 - $185
|
1.2K
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
2+ 0.38% |
$163 - $185
|
532
$49.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.08% |
$163 - $185
|
2.48K
$231K
|
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
1+ 0.03% |
$81.6 - $92.4
|
3.56K
$332K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.32% |
$81.6 - $92.4
|
313
$29.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
101KNew |
$8.69M - $9.19M
|
101K
$9.37M
|
|