Purchases and Sales Made in Q1 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q1 2025. 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 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-51- 0.1% |
$4.41K - $4.66K
|
51.9K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-52- 0.07% |
$4.49K - $4.75K
|
71.2K
$6.54M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-77- 0.68% |
$6.65K - $7.03K
|
11.2K
$1.03M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-77- 0.62% |
$6.65K - $7.03K
|
12.4K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-80- 0.17% |
$6.91K - $7.31K
|
46.5K
$4.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-82- 2.81% |
$7.08K - $7.49K
|
2.84K
$260K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-85- 1.75% |
$7.34K - $7.76K
|
4.78K
$439K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-86- 5.61% |
$7.43K - $7.86K
|
1.45K
$133K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-90- 1.68% |
$7.78K - $8.22K
|
5.27K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-92- 0.96% |
$7.95K - $8.4K
|
9.53K
$874K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-100- 49.5% |
$8.64K - $9.14K
|
102
$9.36K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-110- 1.16% |
$9.5K - $10K
|
9.41K
$863K
|
|
|
May 05, 2025
Q1 2025
|
1776 Wealth LLC
|
SELL
|
- |
-111- 0.37% |
$9.59K - $10.1K
|
29.5K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-112- 0.42% |
$9.68K - $10.2K
|
26.3K
$2.41M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-114- 1.02% |
$9.85K - $10.4K
|
11.1K
$1.02M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-115- 0.44% |
$9.93K - $10.5K
|
26.3K
$2.41M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-119- 1.72% |
$10.3K - $10.9K
|
6.81K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-128- 1.21% |
$11.1K - $11.7K
|
10.5K
$963K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-129- 2.01% |
$11.1K - $11.8K
|
6.29K
$577K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-137- 7.08% |
$11.8K - $12.5K
|
1.8K
$165K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-137- 0.57% |
$11.8K - $12.5K
|
23.8K
$2.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-140- 0.5% |
$12.1K - $12.8K
|
27.9K
$2.56M
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-140- 4.21% |
$12.1K - $12.8K
|
3.19K
$293K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-141- 4.53% |
$12.2K - $12.9K
|
2.97K
$273K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-142- 1.44% |
$12.3K - $13K
|
9.7K
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-146- 1.93% |
$12.6K - $13.3K
|
7.43K
$682K
|
|
|
May 07, 2025
Q1 2025
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-149- 5.91% |
$12.9K - $13.6K
|
2.37K
$218K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-160- 2.26% |
$13.8K - $14.6K
|
6.92K
$635K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-160- 2.79% |
$13.8K - $14.6K
|
5.58K
$512K
|
|
|
Apr 21, 2025
Q1 2025
|
Martin Worley Group
Cottonwood Heights, UT |
SELL
|
- |
-166- 1.92% |
$14.3K - $15.2K
|
8.49K
$779K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-168- 1.76% |
$14.5K - $15.3K
|
9.37K
$860K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-175- 5.46% |
$15.1K - $16K
|
3.03K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-183- 17.12% |
$15.8K - $16.7K
|
886
$81.3K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-203- 23.55% |
$17.5K - $18.5K
|
659
$60.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-225- 7.2% |
$19.4K - $20.6K
|
2.9K
$266K
|
|
|
Apr 22, 2025
Q1 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-247- 0.57% |
$21.3K - $22.6K
|
43.1K
$3.95M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-248- 4.46% |
$21.4K - $22.7K
|
5.32K
$488K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-257- 1.27% |
$22.2K - $23.5K
|
20K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-260- 18.96% |
$22.5K - $23.8K
|
1.11K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-274- 0.78% |
$23.7K - $25K
|
34.8K
$3.19M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-286- 0.09% |
$24.7K - $26.1K
|
302K
$27.7M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-297- 1.7% |
$25.7K - $27.1K
|
17.1K
$1.57M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-316- 6.67% |
$27.3K - $28.9K
|
4.42K
$405K
|
|
|
May 14, 2025
Q1 2025
|
Capital Square, LLC
|
SELL
|
- |
-320- 3.65% |
$27.6K - $29.2K
|
8.44K
$775K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-332- 5.54% |
$28.7K - $30.3K
|
5.67K
$520K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-335- 1.04% |
$28.9K - $30.6K
|
31.9K
$2.92M
|
|
|
Apr 22, 2025
Q1 2025
|
First Premier Bank
|
SELL
|
- |
-350- 2.1% |
$30.2K - $32K
|
16.3K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-355- 6.15% |
$30.7K - $32.4K
|
5.42K
$497K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-365- 3.03% |
$31.5K - $33.3K
|
11.7K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-383- 13.57% |
$33.1K - $35K
|
2.44K
$224K
|