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 19, 2022
Q1 2022
|
Lvz, Inc.
|
SELL
|
- |
-4.05KClosed |
$298K - $339K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-4.1K- 48.04% |
$302K - $344K
|
4.44K
$412K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.13K- 29.05% |
$304K - $346K
|
10.1K
$936K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-4.44K- 60.7% |
$326K - $372K
|
2.87K
$267K
|
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4.5K- 8.3% |
$331K - $377K
|
49.7K
$4.61M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.74KClosed |
$349K - $397K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-5.04KClosed |
$371K - $422K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.68K- 1.26% |
$418K - $476K
|
445K
$41.3M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-5.75K- 26.26% |
$423K - $482K
|
16.1K
$1.5M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-5.89K- 25.99% |
$433K - $493K
|
16.8K
$1.56M
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-5.95K- 4.7% |
$438K - $499K
|
121K
$11.2M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.03KClosed |
$443K - $505K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-6.28KClosed |
$462K - $527K
|
0
$0
|
|
|
Jul 18, 2022
Q1 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-6.39K- 10.5% |
$470K - $536K
|
54.5K
$5.06M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.46K- 7.74% |
$475K - $541K
|
77K
$7.15M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-6.5K- 13.15% |
$478K - $545K
|
42.9K
$3.99M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-6.77K- 15.47% |
$498K - $567K
|
37K
$3.43M
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-6.99K- 3.46% |
$514K - $586K
|
195K
$18.1M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.07K- 97.9% |
$520K - $592K
|
152
$14.1K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-7.81K- 3.47% |
$574K - $654K
|
217K
$20.2M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.23K- 10.19% |
$606K - $690K
|
72.6K
$6.74M
|
|
|
May 09, 2022
Q1 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.91KClosed |
$655K - $747K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-9.76K- 30.66% |
$718K - $818K
|
22.1K
$2.05M
|
|
|
May 02, 2022
Q1 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-10.6K- 16.02% |
$779K - $888K
|
55.6K
$5.16M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.7K- 0.93% |
$1.01M - $1.15M
|
1.45M
$134M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-14.4K- 4.65% |
$1.06M - $1.21M
|
296K
$27.5M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-14.7K- 75.49% |
$1.08M - $1.23M
|
4.77K
$442K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-14.7K- 1.31% |
$1.08M - $1.24M
|
1.11M
$103M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-16.9K- 2.13% |
$1.25M - $1.42M
|
776K
$72.1M
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-17.4K- 4.04% |
$1.28M - $1.46M
|
413K
$38.3M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-18K- 9.04% |
$1.32M - $1.51M
|
181K
$16.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-19.7KClosed |
$1.45M - $1.65M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-19.9K- 30.51% |
$1.46M - $1.67M
|
45.4K
$4.21M
|
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-20.9K- 15.4% |
$1.54M - $1.75M
|
115K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-24.9K- 31.81% |
$1.83M - $2.09M
|
53.4K
$4.96M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25.8K- 87.46% |
$1.9M - $2.16M
|
3.7K
$343K
|
|
|
May 12, 2022
Q1 2022
|
Financial Services Advisory Inc
|
SELL
|
- |
-28.7KClosed |
$2.11M - $2.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-28.9K- 32.38% |
$2.13M - $2.42M
|
60.4K
$5.61M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-29.8K- 89.68% |
$2.19M - $2.5M
|
3.43K
$318K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.5K- 0.95% |
$2.32M - $2.64M
|
3.28M
$305M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-32K- 67.4% |
$2.35M - $2.68M
|
15.5K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
SELL
|
- |
-37.7K- 96.27% |
$2.77M - $3.16M
|
1.46K
$136K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-39.1K- 43.39% |
$2.88M - $3.28M
|
51K
$4.73M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-39.1K- 43.39% |
$2.88M - $3.28M
|
51K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-41.6KClosed |
$3.06M - $3.49M
|
0
$0
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-42.7K- 54.07% |
$3.14M - $3.58M
|
36.3K
$3.37M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-42.8K- 98.81% |
$3.15M - $3.59M
|
517
$48K
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-44.6K- 4.79% |
$3.28M - $3.74M
|
887K
$82.3M
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-49.9KClosed |
$3.67M - $4.18M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-58.8K- 29.91% |
$4.33M - $4.93M
|
138K
$12.8M
|