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 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.13K- 8.59% |
$89.6K - $96.5K
|
12K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.13K- 1.64% |
$89.8K - $96.8K
|
67.6K
$6.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.17K- 27.83% |
$92.7K - $99.9K
|
3.02K
$273K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.19K- 15.49% |
$94.7K - $102K
|
6.5K
$587K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.21K- 10.07% |
$95.9K - $103K
|
10.8K
$972K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.23K- 9.67% |
$97.6K - $105K
|
11.5K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.28K- 2.51% |
$102K - $110K
|
49.7K
$4.49M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.3K- 10.32% |
$103K - $111K
|
11.3K
$1.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.36K- 2.29% |
$108K - $116K
|
58K
$5.24M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.37K- 9.1% |
$109K - $118K
|
13.7K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
SELL
|
- |
-1.43K- 9.38% |
$114K - $122K
|
13.8K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.45K- 8.01% |
$116K - $124K
|
16.7K
$1.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.48K- 11.92% |
$117K - $127K
|
10.9K
$986K
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-1.63K- 8.28% |
$129K - $139K
|
18K
$1.63M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-1.65K- 9.02% |
$131K - $141K
|
16.7K
$1.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.67K- 3.09% |
$133K - $143K
|
52.4K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 2.45% |
$141K - $152K
|
70.9K
$6.4M
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.81K- 5.37% |
$144K - $155K
|
31.9K
$2.88M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.91K- 0.48% |
$152K - $164K
|
395K
$35.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.94K- 3.68% |
$154K - $166K
|
50.9K
$4.59M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.94K- 29.53% |
$154K - $166K
|
4.64K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.98K- 2.99% |
$158K - $170K
|
64.2K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.07K- 7.78% |
$165K - $177K
|
24.5K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.1K- 18.53% |
$167K - $180K
|
9.25K
$835K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.21K- 8.15% |
$176K - $189K
|
24.9K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.28K- 7.2% |
$181K - $195K
|
29.4K
$2.65M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.52K- 50.0% |
$201K - $216K
|
2.52K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-2.8K- 6.42% |
$222K - $240K
|
40.8K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.92K- 4.52% |
$232K - $250K
|
61.6K
$5.56M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.93K- 4.43% |
$233K - $251K
|
63.2K
$5.71M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-3.35K- 8.78% |
$266K - $287K
|
34.8K
$3.14M
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-3.47K- 9.54% |
$276K - $297K
|
32.9K
$2.97M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.57K- 22.78% |
$284K - $305K
|
12.1K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.57K- 0.4% |
$284K - $306K
|
891K
$80.4M
|
|
|
May 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-3.61K- 1.3% |
$287K - $309K
|
273K
$24.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.86K- 0.15% |
$307K - $330K
|
2.64M
$238M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-4.04K- 5.62% |
$321K - $346K
|
67.8K
$6.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-4.06K- 13.82% |
$323K - $348K
|
25.3K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-4.07K- 3.01% |
$324K - $349K
|
131K
$11.8M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.07K- 19.22% |
$324K - $349K
|
17.1K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.12K- 2.99% |
$328K - $353K
|
134K
$12.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.53K- 6.43% |
$360K - $388K
|
66K
$5.96M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.57K- 12.08% |
$363K - $392K
|
33.3K
$3M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.62K- 4.99% |
$367K - $396K
|
88K
$7.94M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.78K- 3.19% |
$380K - $410K
|
145K
$13.1M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.82K- 2.25% |
$383K - $413K
|
210K
$18.9M
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.93K- 12.24% |
$392K - $422K
|
35.4K
$3.19M
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-5.31K- 2.38% |
$422K - $455K
|
218K
$19.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-5.32K- 25.16% |
$423K - $456K
|
15.8K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.39K- 5.26% |
$428K - $461K
|
97K
$8.76M
|