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 |
---|---|---|---|---|---|---|---|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.3K+ 685.79% |
$106K - $112K
|
1.49K
$134K
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.3KNew |
$106K - $111K
|
1.3K
$116K
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 1.01% |
$99.7K - $105K
|
122K
$11M
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.22KNew |
$99.1K - $104K
|
1.22K
$109K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.16K+ 27.97% |
$94.8K - $99.5K
|
5.32K
$478K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.15K+ 12.01% |
$93.9K - $98.6K
|
10.7K
$965K
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.1K+ 9.77% |
$89.8K - $94.3K
|
12.4K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.07K+ 1.25% |
$87.5K - $91.9K
|
86.8K
$7.8M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.07K+ 3.44% |
$87.3K - $91.7K
|
32.2K
$2.89M
|
|
Aug 06, 2024
Q2 2024
|
Lynch & Associates
|
BUY
|
- |
1.03K+ 25.96% |
$83.5K - $87.7K
|
4.97K
$447K
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
970+ 3.41% |
$79K - $83K
|
29.4K
$2.64M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
947+ 2.64% |
$77.2K - $81K
|
36.8K
$3.31M
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
922+ 124.09% |
$75.1K - $78.9K
|
1.67K
$150K
|
|
Aug 09, 2024
Q2 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
915+ 0.63% |
$74.6K - $78.3K
|
146K
$13.1M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
893+ 2.77% |
$72.8K - $76.4K
|
33.1K
$2.97M
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
870+ 11.2% |
$70.9K - $74.5K
|
8.64K
$776K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
853+ 0.23% |
$69.5K - $73K
|
367K
$32.9M
|
|
Aug 13, 2024
Q2 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
788+ 30.9% |
$64.2K - $67.4K
|
3.34K
$300K
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
768+ 1.72% |
$62.6K - $65.7K
|
45.3K
$4.07M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
762+ 1.07% |
$62.1K - $65.2K
|
72K
$6.47M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
707+ 6.81% |
$57.6K - $60.5K
|
11.1K
$997K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
699+ 5.47% |
$57K - $59.8K
|
13.5K
$1.21M
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
656+ 279.15% |
$53.5K - $56.1K
|
891
$80K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
577New |
$47K - $49.4K
|
577
$51.8K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
572+ 7.56% |
$46.6K - $49K
|
8.13K
$731K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
563+ 4.84% |
$45.9K - $48.2K
|
12.2K
$1.1M
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
533+ 4.05% |
$43.4K - $45.6K
|
13.7K
$1.23M
|
|
Jul 17, 2024
Q2 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
525+ 4.45% |
$42.8K - $44.9K
|
12.3K
$1.11M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
505+ 1.01% |
$41.1K - $43.2K
|
50.3K
$4.52M
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
497New |
$40.5K - $42.5K
|
497
$44.7K
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
495+ 1.55% |
$40.3K - $42.4K
|
32.5K
$2.92M
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
443+ 0.44% |
$36.1K - $37.9K
|
102K
$9.12M
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
439+ 2.09% |
$35.8K - $37.6K
|
21.5K
$1.93M
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
415+ 0.92% |
$33.8K - $35.5K
|
45.6K
$4.1M
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
415+ 7.44% |
$33.8K - $35.5K
|
5.99K
$538K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
410+ 14.47% |
$33.4K - $35.1K
|
3.24K
$291K
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
403+ 1.6% |
$32.8K - $34.5K
|
25.7K
$2.31M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
368New |
$30K - $31.5K
|
368
$33.1K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
365New |
$29.7K - $31.2K
|
365
$32.8K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
328+ 59.96% |
$26.7K - $28.1K
|
875
$78.6K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
325+ 3.44% |
$26.5K - $27.8K
|
9.77K
$878K
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
301New |
$24.5K - $25.8K
|
301
$27K
|
|
Aug 14, 2024
Q2 2024
|
Triton Wealth Management, Pllc
|
BUY
|
- |
270+ 8.71% |
$22K - $23.1K
|
3.37K
$303K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
250New |
$20.4K - $21.4K
|
250
$22.5K
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
249+ 2.12% |
$20.3K - $21.3K
|
12K
$1.08M
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
243+ 2.26% |
$19.8K - $20.8K
|
11K
$989K
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
224New |
$18.3K - $19.2K
|
224
$20.1K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
188+ 9.07% |
$15.3K - $16.1K
|
2.26K
$203K
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
177+ 0.67% |
$14.4K - $15.1K
|
26.8K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
162+ 5.38% |
$13.2K - $13.9K
|
3.17K
$285K
|