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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-262- 0.47% |
$20.8K - $22.4K
|
55.8K
$5.04M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-262- 1.22% |
$20.8K - $22.4K
|
21.2K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-264- 2.05% |
$21K - $22.6K
|
12.6K
$1.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-274- 1.42% |
$21.8K - $23.5K
|
19K
$1.71M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-291- 1.14% |
$23.1K - $24.9K
|
25.3K
$2.28M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-298- 0.82% |
$23.7K - $25.5K
|
35.9K
$3.24M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-299- 2.77% |
$23.8K - $25.6K
|
10.5K
$949K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-312- 3.03% |
$24.8K - $26.7K
|
9.99K
$902K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-334- 7.2% |
$26.6K - $28.6K
|
4.31K
$389K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-336- 3.18% |
$26.7K - $28.8K
|
10.2K
$925K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-375- 0.93% |
$29.8K - $32.1K
|
40.2K
$3.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-376- 1.1% |
$29.9K - $32.2K
|
33.7K
$3.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-390- 2.33% |
$31K - $33.4K
|
16.3K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-392- 11.89% |
$31.2K - $33.6K
|
2.91K
$262K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-395- 0.39% |
$31.4K - $33.8K
|
101K
$9.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-413- 4.24% |
$32.8K - $35.4K
|
9.33K
$842K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-418- 14.68% |
$33.2K - $35.8K
|
2.43K
$219K
|
|
|
Apr 18, 2024
Q1 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-436- 4.96% |
$34.7K - $37.3K
|
8.35K
$754K
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-445- 4.76% |
$35.4K - $38.1K
|
8.89K
$803K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-450- 4.55% |
$35.8K - $38.5K
|
9.45K
$853K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-469- 2.33% |
$37.3K - $40.2K
|
19.7K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-479- 1.66% |
$38.1K - $41K
|
28.4K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-513- 7.36% |
$40.8K - $43.9K
|
6.46K
$583K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-531- 8.9% |
$42.2K - $45.5K
|
5.44K
$491K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-550- 9.84% |
$43.7K - $47.1K
|
5.04K
$455K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-553- 1.36% |
$44K - $47.4K
|
40K
$3.61M
|
|
|
Apr 23, 2024
Q1 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-567- 1.52% |
$45.1K - $48.6K
|
36.7K
$3.31M
|
|
|
Apr 25, 2024
Q1 2024
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-646- 17.25% |
$51.4K - $55.3K
|
3.1K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-650- 10.32% |
$51.7K - $55.7K
|
5.65K
$510K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-656- 1.05% |
$52.2K - $56.2K
|
61.6K
$5.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-685- 21.74% |
$54.5K - $58.7K
|
2.47K
$223K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
SELL
|
- |
-687- 20.54% |
$54.6K - $58.8K
|
2.66K
$240K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-700- 45.05% |
$55.7K - $60K
|
854
$77.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-767- 3.42% |
$61K - $65.7K
|
21.7K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-788- 20.74% |
$62.7K - $67.5K
|
3.01K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-820- 9.11% |
$65.2K - $70.2K
|
8.18K
$739K
|
|
|
May 20, 2024
Q1 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-834- 24.39% |
$66.3K - $71.4K
|
2.59K
$233K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-852- 4.86% |
$67.7K - $73K
|
16.7K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-885- 3.35% |
$70.4K - $75.8K
|
25.6K
$2.31M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
SELL
|
- |
-889- 2.86% |
$70.7K - $76.2K
|
30.2K
$2.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-910- 1.58% |
$72.4K - $78K
|
56.8K
$5.13M
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-931- 11.88% |
$74K - $79.7K
|
6.9K
$623K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-950- 4.71% |
$75.5K - $81.4K
|
19.2K
$1.74M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-985- 50.64% |
$78.3K - $84.4K
|
960
$86.7K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-995- 2.96% |
$79.1K - $85.2K
|
32.6K
$2.94M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.01K- 2.04% |
$80.6K - $86.9K
|
48.8K
$4.4M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.04K- 3.16% |
$83K - $89.4K
|
32K
$2.89M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.07K- 0.88% |
$84.8K - $91.4K
|
120K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-1.07K- 2.66% |
$85.2K - $91.7K
|
39.2K
$3.54M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.08K- 2.19% |
$85.8K - $92.4K
|
48.2K
$4.36M
|