Purchases and Sales Made in Q1 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2024. 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 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.27K+ 1.77% |
$181K - $195K
|
131K
$11.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.26K+ 24.14% |
$180K - $194K
|
11.6K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
2.18K+ 0.75% |
$173K - $187K
|
291K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
2.11K+ 82.5% |
$168K - $181K
|
4.67K
$422K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.03K+ 3.69% |
$162K - $174K
|
57.1K
$5.16M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.99K+ 4.8% |
$158K - $170K
|
43.4K
$3.92M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.98KNew |
$158K - $170K
|
1.98K
$179K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.98K+ 7904.0% |
$157K - $169K
|
2K
$181K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
1.85K+ 4.1% |
$147K - $159K
|
47.1K
$4.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.74K+ 4.24% |
$138K - $149K
|
42.7K
$3.86M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.71KNew |
$136K - $146K
|
1.71K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
1.64K+ 2.36% |
$131K - $141K
|
71.2K
$6.43M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.6K+ 7.64% |
$128K - $137K
|
22.6K
$2.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.57K+ 9.15% |
$125K - $135K
|
18.7K
$1.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.53K+ 47.28% |
$122K - $131K
|
4.76K
$430K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.51K+ 0.31% |
$120K - $129K
|
490K
$44.2M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 2.4% |
$116K - $125K
|
62.2K
$5.61M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.42KNew |
$113K - $122K
|
1.42K
$128K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.41K+ 6.13% |
$112K - $121K
|
24.3K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.39K+ 12.17% |
$110K - $119K
|
12.8K
$1.15M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.35K+ 50.89% |
$107K - $115K
|
3.99K
$360K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.3K+ 1.22% |
$104K - $112K
|
108K
$9.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.3K+ 6.33% |
$103K - $111K
|
21.8K
$1.97M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$103K - $111K
|
1.29K
$116K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.29K+ 1.99% |
$102K - $110K
|
66K
$5.96M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 0.47% |
$101K - $109K
|
272K
$24.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.27K+ 2.9% |
$101K - $109K
|
45.2K
$4.08M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.26K+ 0.56% |
$99.8K - $108K
|
224K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.25KNew |
$99.4K - $107K
|
1.25K
$113K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.15K+ 9.73% |
$91.4K - $98.5K
|
13K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
1.13K+ 6.91% |
$89.8K - $96.8K
|
17.5K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.07K+ 970.91% |
$84.9K - $91.5K
|
1.18K
$106K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
1.06K+ 11.4% |
$84.5K - $91.1K
|
10.4K
$938K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
998+ 31.48% |
$79.4K - $85.5K
|
4.17K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
959+ 1.92% |
$76.3K - $82.1K
|
51K
$4.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
929+ 8.93% |
$73.9K - $79.6K
|
11.3K
$1.02M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
888+ 16.39% |
$70.6K - $76.1K
|
6.31K
$569K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
822+ 97.05% |
$65.4K - $70.4K
|
1.67K
$151K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
804+ 14.0% |
$63.9K - $68.9K
|
6.55K
$591K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
760+ 2.93% |
$60.4K - $65.1K
|
26.7K
$2.41M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
741+ 6.2% |
$58.9K - $63.5K
|
12.7K
$1.15M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
740+ 28.18% |
$58.8K - $63.4K
|
3.37K
$304K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
736+ 22.91% |
$58.5K - $63K
|
3.95K
$357K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
683+ 15.55% |
$54.3K - $58.5K
|
5.08K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
678+ 3.96% |
$53.9K - $58.1K
|
17.8K
$1.61M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
658New |
$52.3K - $56.4K
|
658
$59.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
647+ 1.23% |
$51.4K - $55.4K
|
53.5K
$4.83M
|
|
|
May 13, 2024
Q1 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
616+ 2.91% |
$49K - $52.8K
|
21.8K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
550+ 3.13% |
$43.7K - $47.1K
|
18.1K
$1.64M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
533+ 5.16% |
$42.4K - $45.7K
|
10.9K
$980K
|