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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-8.73K- 1.87% |
$586K - $689K
|
458K
$41.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.84K- 12.19% |
$594K - $698K
|
63.7K
$5.72M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-9.23K- 35.04% |
$620K - $729K
|
17.1K
$1.54M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-9.91K- 19.47% |
$666K - $783K
|
41K
$3.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-10.1KClosed |
$678K - $797K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-12KClosed |
$806K - $948K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-12.3K- 16.73% |
$829K - $975K
|
61.4K
$5.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.4K- 2.91% |
$835K - $981K
|
414K
$37.2M
|
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-14.1K- 44.84% |
$945K - $1.11M
|
17.3K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 18.15% |
$971K - $1.14M
|
65.2K
$5.85M
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-14.9K- 16.77% |
$998K - $1.17M
|
73.7K
$6.63M
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 97.65% |
$1.01M - $1.19M
|
364
$32.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-15.2K- 57.14% |
$1.02M - $1.2M
|
11.4K
$1.02M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-15.8K- 3.42% |
$1.06M - $1.25M
|
445K
$40M
|
|
|
Aug 15, 2022
Q2 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-16.4K- 1.84% |
$1.1M - $1.29M
|
871K
$78.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17K- 43.29% |
$1.15M - $1.35M
|
22.3K
$2.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17.5K- 21.07% |
$1.17M - $1.38M
|
65.5K
$5.88M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-18.5K- 0.49% |
$1.24M - $1.46M
|
3.73M
$335M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-21.4K- 43.09% |
$1.44M - $1.69M
|
28.3K
$2.54M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-21.8K- 15.8% |
$1.46M - $1.72M
|
116K
$10.4M
|
|
|
Sep 22, 2022
Q2 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
SELL
|
- |
-22.8K- 21.79% |
$1.53M - $1.8M
|
81.7K
$7.34M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-23.3K- 30.93% |
$1.56M - $1.84M
|
51.9K
$4.67M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-23.3K- 58.94% |
$1.57M - $1.84M
|
16.3K
$1.46M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.7K- 2.33% |
$1.59M - $1.87M
|
991K
$89.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-25.7KClosed |
$1.72M - $2.03M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-25.9K- 46.93% |
$1.74M - $2.05M
|
29.3K
$2.63M
|
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-26.6K- 11.77% |
$1.78M - $2.1M
|
199K
$17.9M
|
|
|
Aug 01, 2022
Q2 2022
|
Crumly & Associates Inc.
|
SELL
|
- |
-28.3K- 50.94% |
$1.9M - $2.24M
|
27.3K
$2.45M
|
|
|
Aug 03, 2022
Q2 2022
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-30.7KClosed |
$2.06M - $2.43M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-30.9K- 26.86% |
$2.07M - $2.44M
|
84K
$7.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-31.7K- 12.48% |
$2.13M - $2.5M
|
222K
$20M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-32.6K- 80.55% |
$2.19M - $2.57M
|
7.86K
$706K
|
|
|
Jul 26, 2022
Q2 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-33.1K- 17.97% |
$2.23M - $2.62M
|
151K
$13.6M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-33.4K- 3.0% |
$2.24M - $2.63M
|
1.08M
$96.8M
|
|
|
Jul 15, 2022
Q2 2022
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-36.1K- 16.82% |
$2.42M - $2.85M
|
178K
$16M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-43.1KClosed |
$2.89M - $3.4M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.2K- 99.96% |
$3.37M - $3.96M
|
18
$1.62K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-51.5K- 2.44% |
$3.46M - $4.07M
|
2.06M
$185M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-56.2K- 15.68% |
$3.78M - $4.44M
|
302K
$27.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-65.7K- 35.98% |
$4.42M - $5.19M
|
117K
$10.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-66K- 89.61% |
$4.43M - $5.21M
|
7.65K
$687K
|
|
|
Jul 11, 2022
Q2 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-68K- 39.83% |
$4.57M - $5.37M
|
103K
$9.22M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-77.3K- 9.95% |
$5.19M - $6.1M
|
699K
$62.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-78.4K- 67.19% |
$5.27M - $6.19M
|
38.3K
$3.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-95.3KClosed |
$6.4M - $7.53M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-111K- 40.99% |
$7.44M - $8.75M
|
159K
$14.3M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-122K- 8.4% |
$8.18M - $9.61M
|
1.33M
$119M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-137K- 13.74% |
$9.22M - $10.8M
|
862K
$77.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-144K- 4.4% |
$9.7M - $11.4M
|
3.14M
$282M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-203KClosed |
$13.7M - $16.1M
|
0
$0
|