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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
75+ 1.0% |
$5.52K - $6.29K
|
7.57K
$697K
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
75New |
$5.52K - $6.29K
|
75
$6.91K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
73+ 0.27% |
$5.37K - $6.12K
|
27.4K
$2.53M
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
62+ 0.3% |
$4.56K - $5.2K
|
20.5K
$1.89M
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
33+ 0.63% |
$2.43K - $2.77K
|
5.29K
$487K
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
33+ 0.25% |
$2.43K - $2.77K
|
13.3K
$1.22M
|
|
Apr 27, 2022
Q1 2022
|
Eukles Asset Management
|
BUY
|
- |
29New |
$2.13K - $2.43K
|
29
$2.67K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
26+ 0.9% |
$1.91K - $2.18K
|
2.9K
$267K
|
|
Apr 27, 2022
Q1 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
25+ 0.45% |
$1.84K - $2.1K
|
5.54K
$510K
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
17New |
$1.25K - $1.42K
|
17
$1.57K
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
17+ 0.27% |
$1.25K - $1.42K
|
6.36K
$586K
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
14+ 0.07% |
$1.03K - $1.17K
|
20.6K
$1.9M
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
14+ 0.24% |
$1.03K - $1.17K
|
5.73K
$528K
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
11+ 0.13% |
$809 - $922
|
8.21K
$756K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.08% |
$294 - $335
|
5.26K
$484K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
4+ 0.02% |
$294 - $335
|
23.9K
$2.2M
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.22% |
$147 - $168
|
931
$85.8K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.17% |
$73.5 - $83.8
|
585
$53.9K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1+ 0.04% |
$73.5 - $83.8
|
2.69K
$248K
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-6- 0.16% |
$441 - $503
|
3.8K
$350K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-23Closed |
$1.69K - $1.93K
|
0
$0
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-45Closed |
$3.31K - $3.77K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-46Closed |
$3.38K - $3.85K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-52- 1.82% |
$3.82K - $4.36K
|
2.8K
$258K
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-79- 2.57% |
$5.81K - $6.62K
|
2.99K
$276K
|
|
May 11, 2022
Q1 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-88- 2.01% |
$6.47K - $7.37K
|
4.29K
$395K
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-93- 0.99% |
$6.84K - $7.79K
|
9.3K
$856K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-139Closed |
$10.2K - $11.6K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-146- 3.46% |
$10.7K - $12.2K
|
4.08K
$375K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
SELL
|
- |
-150- 22.22% |
$11K - $12.6K
|
525
$48.4K
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-170Closed |
$12.5K - $14.2K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-174- 87.0% |
$12.8K - $14.6K
|
26
$2.4K
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-187- 10.58% |
$13.8K - $15.7K
|
1.58K
$146K
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-219- 2.98% |
$16.1K - $18.4K
|
7.13K
$657K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-221- 2.43% |
$16.3K - $18.5K
|
8.87K
$817K
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-227- 0.46% |
$16.7K - $19K
|
48.8K
$4.5M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-234- 18.27% |
$17.2K - $19.6K
|
1.05K
$96.4K
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-238- 0.05% |
$17.5K - $19.9K
|
467K
$43M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-257Closed |
$18.9K - $21.5K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-259Closed |
$19K - $21.7K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-266- 4.54% |
$19.6K - $22.3K
|
5.59K
$515K
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-290- 3.41% |
$21.3K - $24.3K
|
8.21K
$756K
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-294- 3.8% |
$21.6K - $24.6K
|
7.43K
$685K
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-299- 33.26% |
$22K - $25.1K
|
600
$55.3K
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-327- 1.12% |
$24K - $27.4K
|
29K
$2.67M
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-370- 3.32% |
$27.2K - $31K
|
10.8K
$994K
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-452- 9.91% |
$33.2K - $37.9K
|
4.11K
$378K
|
|
May 13, 2022
Q1 2022
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-500Closed |
$36.8K - $41.9K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-524- 8.0% |
$38.5K - $43.9K
|
6.03K
$555K
|