Purchases and Sales Made in Q2 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-1.44K- 4.3% |
$96.9K - $114K
|
32.1K
$2.89M
|
|
Aug 01, 2022
Q2 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.54K- 1.28% |
$103K - $121K
|
118K
$10.6M
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.92K- 1.67% |
$129K - $151K
|
113K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.94K- 16.79% |
$131K - $153K
|
9.63K
$865K
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.95K- 23.56% |
$131K - $154K
|
6.33K
$569K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.02K- 0.45% |
$136K - $160K
|
443K
$39.8M
|
|
Aug 15, 2022
Q2 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.02K- 15.22% |
$136K - $160K
|
11.3K
$1.01M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.04K- 22.39% |
$137K - $161K
|
7.07K
$635K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.09K- 5.49% |
$140K - $165K
|
35.9K
$3.23M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.26K- 1.66% |
$152K - $179K
|
134K
$12M
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-2.28K- 4.19% |
$153K - $180K
|
52.2K
$4.69M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.38K- 49.66% |
$160K - $188K
|
2.41K
$217K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.58K- 35.78% |
$173K - $204K
|
4.63K
$416K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.59KClosed |
$174K - $205K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-2.64K- 1.35% |
$177K - $209K
|
192K
$17.3M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.65K- 2.36% |
$178K - $209K
|
109K
$9.82M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.67KClosed |
$179K - $211K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.7K- 7.8% |
$182K - $214K
|
32K
$2.87M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.75K- 7.86% |
$185K - $217K
|
32.2K
$2.9M
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2.78KClosed |
$187K - $220K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Tnf LLC
|
SELL
|
- |
-2.95K- 38.01% |
$198K - $233K
|
4.81K
$432K
|
|
Aug 02, 2022
Q2 2022
|
Moneywise, Inc.
|
SELL
|
- |
-2.99K- 4.94% |
$201K - $236K
|
57.4K
$5.16M
|
|
Jul 21, 2022
Q2 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.99KClosed |
$201K - $236K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.01K- 9.44% |
$202K - $238K
|
28.9K
$2.59M
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.07KClosed |
$206K - $242K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.07KClosed |
$206K - $242K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-3.08K- 1.11% |
$207K - $244K
|
274K
$24.6M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
SELL
|
- |
-3.2K- 14.59% |
$215K - $252K
|
18.7K
$1.68M
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.26K- 3.52% |
$219K - $257K
|
89.3K
$8.02M
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-3.26KClosed |
$219K - $257K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-3.28KClosed |
$220K - $259K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-3.28K- 4.91% |
$220K - $259K
|
63.5K
$5.71M
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-3.39K- 7.01% |
$228K - $268K
|
45K
$4.04M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.43KClosed |
$230K - $270K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.59K- 11.27% |
$241K - $284K
|
28.3K
$2.54M
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-3.68KClosed |
$247K - $291K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.84K- 6.81% |
$258K - $303K
|
52.6K
$4.73M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.4K- 5.71% |
$296K - $347K
|
72.6K
$6.52M
|
|
Aug 08, 2022
Q2 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-4.49K- 20.34% |
$302K - $355K
|
17.6K
$1.58M
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-4.73K- 6.62% |
$318K - $373K
|
66.7K
$5.99M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.77KClosed |
$320K - $376K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.86KClosed |
$326K - $384K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.42K- 35.33% |
$364K - $428K
|
9.92K
$891K
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.52K- 9.57% |
$371K - $436K
|
52.2K
$4.69M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.55K- 10.88% |
$373K - $438K
|
45.5K
$4.08M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.55K- 10.88% |
$373K - $438K
|
45.5K
$4.08M
|
|
Jul 13, 2022
Q2 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-5.76K- 2.2% |
$387K - $455K
|
256K
$23M
|
|
Nov 14, 2024
Q2 2022
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.07K- 6.66% |
$408K - $479K
|
85K
$7.64M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.11K- 6.67% |
$545K - $640K
|
114K
$10.2M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.48K- 14.04% |
$570K - $670K
|
51.9K
$4.67M
|