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 |
---|---|---|---|---|---|---|---|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
3.26KNew |
$240K - $273K
|
3.26K
$300K
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.24K+ 24.09% |
$238K - $271K
|
16.7K
$1.54M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
3.2KNew |
$235K - $268K
|
3.2K
$294K
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.11K+ 19.58% |
$229K - $261K
|
19K
$1.75M
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
BUY
|
- |
3.11K+ 8.72% |
$228K - $260K
|
38.7K
$3.57M
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.07KNew |
$226K - $257K
|
3.07K
$283K
|
|
May 06, 2022
Q1 2022
|
Concentrum Wealth Management
|
BUY
|
- |
3.04K+ 25.0% |
$224K - $255K
|
15.2K
$1.4M
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.82K+ 4.43% |
$207K - $236K
|
66.5K
$6.12M
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
2.8K+ 3.7% |
$206K - $235K
|
78.6K
$7.24M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.73K+ 4.27% |
$201K - $229K
|
66.8K
$6.15M
|
|
May 06, 2022
Q1 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
2.73K+ 2.68% |
$200K - $228K
|
104K
$9.62M
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
2.67KNew |
$196K - $224K
|
2.67K
$246K
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.59KNew |
$191K - $217K
|
2.59K
$239K
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
2.53K+ 6.56% |
$186K - $212K
|
41.1K
$3.78M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.44K+ 5.72% |
$179K - $204K
|
45.1K
$4.15M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.27K+ 1.69% |
$167K - $190K
|
136K
$12.6M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.21K+ 390.12% |
$163K - $185K
|
2.78K
$256K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.18K+ 6.72% |
$160K - $183K
|
34.7K
$3.19M
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
2.15K+ 65.58% |
$158K - $180K
|
5.42K
$499K
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.05K+ 16.67% |
$151K - $172K
|
14.3K
$1.32M
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.9K+ 6.87% |
$139K - $159K
|
29.5K
$2.72M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.88K+ 20.49% |
$138K - $158K
|
11.1K
$1.02M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.88K+ 20.49% |
$138K - $158K
|
11.1K
$1.02M
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.78K+ 13.5% |
$131K - $149K
|
14.9K
$1.37M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
1.71K+ 6.18% |
$126K - $143K
|
29.4K
$2.71M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.7K+ 67.06% |
$125K - $142K
|
4.23K
$390K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.66K+ 3.91% |
$122K - $139K
|
44.1K
$4.06M
|
|
May 13, 2022
Q1 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.65K+ 9.64% |
$122K - $139K
|
18.8K
$1.73M
|
|
May 13, 2022
Q1 2022
|
Ignite Planners, LLC
|
BUY
|
- |
1.46K+ 4.55% |
$108K - $123K
|
33.6K
$3.09M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.22KNew |
$89.7K - $102K
|
1.22K
$112K
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.19KNew |
$87.2K - $99.4K
|
1.19K
$109K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.16K+ 10.74% |
$85.3K - $97.2K
|
12K
$1.1M
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
1.04K+ 39.5% |
$76.6K - $87.3K
|
3.68K
$339K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 26.45% |
$74.3K - $84.7K
|
4.83K
$445K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 44.36% |
$74.1K - $84.4K
|
3.28K
$302K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
913+ 1.94% |
$67.1K - $76.5K
|
47.9K
$4.41M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
904+ 9.74% |
$66.5K - $75.8K
|
10.2K
$938K
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
895+ 2.41% |
$65.8K - $75K
|
38K
$3.5M
|
|
May 13, 2022
Q1 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
892+ 2.67% |
$65.6K - $74.7K
|
34.3K
$3.16M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
887+ 17.04% |
$65.2K - $74.3K
|
6.09K
$561K
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
886+ 12.9% |
$65.2K - $74.2K
|
7.76K
$714K
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
822+ 17.87% |
$60.4K - $68.9K
|
5.42K
$500K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
819+ 0.59% |
$60.2K - $68.6K
|
139K
$12.8M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
806+ 2.59% |
$59.3K - $67.5K
|
31.9K
$2.94M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
800New |
$58.8K - $67K
|
800
$73.7K
|
|
Jun 13, 2022
Q1 2022
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
749+ 1.54% |
$55.1K - $62.8K
|
49.4K
$4.55M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
723+ 5.89% |
$53.2K - $60.6K
|
13K
$1.2M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
720+ 16.37% |
$52.9K - $60.3K
|
5.12K
$471K
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
683+ 27.21% |
$50.2K - $57.2K
|
3.19K
$294K
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
640+ 20.02% |
$47.1K - $53.6K
|
3.84K
$353K
|