Purchases and Sales Made in Q1 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.56M+ 9353.2% |
$115M - $131M
|
1.58M
$145M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
638K+ 8.83% |
$46.9M - $53.5M
|
7.87M
$725M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
427KNew |
$31.4M - $35.8M
|
427K
$39.3M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
270KNew |
$19.8M - $22.6M
|
270K
$24.9M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
202K+ 257.62% |
$14.8M - $16.9M
|
280K
$25.8M
|
|
Apr 19, 2022
Q1 2022
|
Forth Right Wealth Management, LLC
|
BUY
|
- |
198K+ 1178.8% |
$14.5M - $16.6M
|
214K
$19.8M
|
|
Apr 29, 2022
Q1 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
171KNew |
$12.5M - $14.3M
|
171K
$15.7M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
141KNew |
$10.3M - $11.8M
|
141K
$12.9M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
138K+ 87.2% |
$10.1M - $11.6M
|
296K
$27.3M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
129K+ 9.13% |
$9.51M - $10.8M
|
1.55M
$142M
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
123K+ 10.01% |
$9.06M - $10.3M
|
1.35M
$125M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
112KNew |
$8.23M - $9.38M
|
112K
$10.3M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.6K+ 13.15% |
$6.88M - $7.84M
|
805K
$74.2M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
92.7K+ 6.15% |
$6.82M - $7.77M
|
1.6M
$147M
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
89.4K+ 9.83% |
$6.58M - $7.49M
|
999K
$92M
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
88.3K+ 2.13% |
$6.5M - $7.4M
|
4.24M
$391M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
83.8KNew |
$6.16M - $7.02M
|
83.8K
$7.72M
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
75K+ 660.11% |
$5.52M - $6.29M
|
86.4K
$7.96M
|
|
Apr 14, 2022
Q1 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
73.5KNew |
$5.41M - $6.16M
|
73.5K
$6.77M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
66.5K+ 506.58% |
$4.89M - $5.57M
|
79.6K
$7.33M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
61.7K+ 112.23% |
$4.54M - $5.17M
|
117K
$10.8M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
58.5K+ 52.6% |
$4.3M - $4.9M
|
170K
$15.6M
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
52.2K+ 31.28% |
$3.84M - $4.37M
|
219K
$20.2M
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
47.1K+ 1511.71% |
$3.46M - $3.95M
|
50.2K
$4.63M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
43.1KNew |
$3.17M - $3.61M
|
43.1K
$3.97M
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
BUY
|
- |
40.9K+ 28.88% |
$3.01M - $3.43M
|
183K
$16.8M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
40.6K+ 51.7% |
$2.99M - $3.4M
|
119K
$11M
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
BUY
|
- |
39.5K+ 16.0% |
$2.91M - $3.31M
|
287K
$26.4M
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.8K+ 45.05% |
$2.78M - $3.17M
|
122K
$11.2M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
34.4KNew |
$2.53M - $2.88M
|
34.4K
$3.17M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
32.1K+ 388.59% |
$2.36M - $2.69M
|
40.4K
$3.72M
|
|
May 06, 2022
Q1 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
31.9K+ 20.92% |
$2.35M - $2.67M
|
184K
$17M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
31.4K+ 3.2% |
$2.31M - $2.64M
|
1.02M
$93.5M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
30.8K+ 168.6% |
$2.27M - $2.58M
|
49.1K
$4.52M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
26.1K+ 497.64% |
$1.92M - $2.19M
|
31.4K
$2.89M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
25.8K+ 7.77% |
$1.9M - $2.17M
|
358K
$33M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
20.9K+ 8.7% |
$1.54M - $1.76M
|
262K
$24.1M
|
|
Apr 25, 2022
Q1 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
19.9K+ 20.89% |
$1.46M - $1.66M
|
115K
$10.6M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18.1K+ 7.69% |
$1.33M - $1.52M
|
254K
$23.4M
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
17.2KNew |
$1.27M - $1.44M
|
17.2K
$1.59M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
16.9K+ 6.93% |
$1.24M - $1.42M
|
261K
$24M
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
16.3KNew |
$1.2M - $1.36M
|
16.3K
$1.5M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
15.5K+ 7.64% |
$1.14M - $1.3M
|
219K
$20.1M
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
BUY
|
- |
15.3K+ 31.65% |
$1.12M - $1.28M
|
63.5K
$5.85M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
15.3KNew |
$1.12M - $1.28M
|
15.3K
$1.41M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
15KNew |
$1.1M - $1.25M
|
15K
$1.38M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.8K+ 8.68% |
$1.09M - $1.24M
|
186K
$17.1M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
14.1K+ 16.03% |
$1.04M - $1.18M
|
102K
$9.42M
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.1K+ 112.8% |
$1.04M - $1.18M
|
26.6K
$2.45M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.9K+ 26.57% |
$1.02M - $1.16M
|
66.2K
$6.1M
|