Purchases and Sales Made in Q2 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.97KNew |
$405K - $425K
|
4.97K
$446K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4.9K+ 2.48% |
$399K - $419K
|
202K
$18.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
4.71KNew |
$383K - $403K
|
4.71K
$423K
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
4.67KNew |
$380K - $399K
|
4.67K
$419K
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$376K - $395K
|
4.62K
$415K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.53K+ 2.87% |
$369K - $387K
|
163K
$14.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.45K+ 2.01% |
$363K - $381K
|
226K
$20.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
4.29K+ 114.14% |
$349K - $367K
|
8.04K
$723K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.15K+ 87.29% |
$338K - $355K
|
8.9K
$799K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
4.08K+ 5.48% |
$332K - $349K
|
78.5K
$7.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.8K+ 22.23% |
$310K - $326K
|
20.9K
$1.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.75K+ 1.84% |
$305K - $320K
|
207K
$18.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
3.67KNew |
$299K - $314K
|
3.67K
$330K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.62KNew |
$295K - $309K
|
3.62K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
3.56K+ 1.36% |
$290K - $305K
|
266K
$23.9M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.3KNew |
$269K - $282K
|
3.3K
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.29K+ 12.92% |
$268K - $282K
|
28.7K
$2.58M
|
|
|
Aug 02, 2024
Q2 2024
|
Veriti Management LLC
|
BUY
|
- |
3.29K+ 69.03% |
$268K - $281K
|
8.05K
$723K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.2K+ 1.98% |
$260K - $274K
|
165K
$14.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.02K+ 18.08% |
$246K - $258K
|
19.7K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.98K+ 11.68% |
$243K - $255K
|
28.5K
$2.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
2.95K+ 6.63% |
$241K - $253K
|
47.5K
$4.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
2.9K+ 1.0% |
$237K - $249K
|
294K
$26.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Strategic Equity Management
|
BUY
|
- |
2.86KNew |
$233K - $245K
|
2.86K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.78K+ 8.42% |
$226K - $238K
|
35.8K
$3.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.72KNew |
$221K - $232K
|
2.72K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.7K+ 6.74% |
$220K - $231K
|
42.7K
$3.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.7KNew |
$220K - $231K
|
2.7K
$242K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.68K+ 17.43% |
$218K - $229K
|
18.1K
$1.62M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.67K+ 30.82% |
$218K - $229K
|
11.3K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
2.65KNew |
$216K - $227K
|
2.65K
$238K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.63KNew |
$214K - $225K
|
2.63K
$236K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.58KNew |
$210K - $221K
|
2.58K
$232K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
2.52K+ 100.0% |
$205K - $216K
|
5.04K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
2.46KNew |
$200K - $211K
|
2.46K
$221K
|
|
|
Aug 07, 2024
Q2 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.41KNew |
$196K - $206K
|
2.41K
$216K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.38K+ 5.44% |
$194K - $204K
|
46.2K
$4.15M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.34K+ 5.83% |
$190K - $200K
|
42.4K
$3.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.2K+ 2.59% |
$179K - $188K
|
87.1K
$7.83M
|
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
1.91KNew |
$156K - $163K
|
1.91K
$172K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 8.72% |
$151K - $158K
|
23.1K
$2.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
1.85K+ 1.5% |
$151K - $158K
|
125K
$11.2M
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.77KNew |
$144K - $151K
|
1.77K
$159K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.75K+ 561.74% |
$142K - $150K
|
2.06K
$185K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.74K+ 1.41% |
$142K - $149K
|
125K
$11.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.73K+ 18.04% |
$141K - $148K
|
11.3K
$1.01M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
1.67K+ 4.28% |
$136K - $143K
|
40.6K
$3.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.51K+ 2.38% |
$123K - $129K
|
64.7K
$5.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.5K+ 1.39% |
$122K - $128K
|
109K
$9.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.45K+ 0.69% |
$118K - $124K
|
211K
$19M
|