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 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
160+ 0.92% |
$13K - $13.7K
|
17.6K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
156+ 1.99% |
$12.7K - $13.4K
|
8.01K
$719K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
155+ 110.71% |
$12.6K - $13.3K
|
295
$26.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
139+ 1.56% |
$11.3K - $11.9K
|
9.03K
$812K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
138+ 0.81% |
$11.2K - $11.8K
|
17.1K
$1.54M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
122+ 0.29% |
$9.94K - $10.4K
|
42.9K
$3.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
95+ 2.54% |
$7.74K - $8.13K
|
3.84K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
80+ 0.54% |
$6.52K - $6.85K
|
15K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
79+ 0.9% |
$6.44K - $6.76K
|
8.87K
$797K
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
74+ 2.37% |
$6.03K - $6.33K
|
3.2K
$287K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
68+ 8.5% |
$5.54K - $5.82K
|
868
$78K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
65New |
$5.3K - $5.56K
|
65
$5.84K
|
|
|
Aug 07, 2024
Q2 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
60+ 0.3% |
$4.89K - $5.13K
|
20.4K
$1.83M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Guys Formula LLC
|
BUY
|
- |
58+ 1.03% |
$4.73K - $4.96K
|
5.69K
$512K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
54+ 0.28% |
$4.4K - $4.62K
|
19.3K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.2% |
$4.32K - $4.54K
|
26.8K
$2.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
49+ 0.1% |
$3.99K - $4.19K
|
47.1K
$4.23M
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
48New |
$3.91K - $4.11K
|
48
$4.31K
|
|
|
Jul 17, 2024
Q2 2024
|
Tl Private Wealth
|
BUY
|
- |
34+ 0.34% |
$2.77K - $2.91K
|
9.94K
$893K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
34+ 1.2% |
$2.77K - $2.91K
|
2.87K
$258K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
25+ 0.19% |
$2.04K - $2.14K
|
13.2K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
23New |
$1.87K - $1.97K
|
23
$2.07K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.25% |
$1.87K - $1.97K
|
9.27K
$833K
|
|
|
Jul 24, 2024
Q2 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.83% |
$1.79K - $1.88K
|
2.68K
$241K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
20+ 0.53% |
$1.63K - $1.71K
|
3.82K
$343K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
14+ 0.21% |
$1.14K - $1.2K
|
6.76K
$608K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
12+ 0.02% |
$978 - $1.03K
|
57.6K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.17% |
$815 - $856
|
5.85K
$525K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
7+ 0.14% |
$570 - $599
|
4.87K
$438K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 2.06% |
$570 - $599
|
347
$31.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6+ 0.01% |
$489 - $513
|
83.8K
$7.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4+ 0.34% |
$326 - $342
|
1.18K
$106K
|
|
|
Aug 05, 2024
Q2 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
3+ 0.11% |
$244 - $257
|
2.82K
$253K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3+ 0.08% |
$244 - $257
|
3.78K
$340K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2+ 0.02% |
$163 - $171
|
9.99K
$898K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1+ 0.02% |
$81.5 - $85.6
|
5.65K
$508K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.32% |
$81.5 - $85.6
|
309
$27.8K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.62% |
$81.5 - $85.6
|
162
$14.6K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
1+ 0.01% |
$81.5 - $85.6
|
7.3K
$655K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2- 0.68% |
$163 - $171
|
292
$26.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-2- 0.08% |
$163 - $171
|
2.43K
$218K
|
|
|
Jul 26, 2024
Q2 2024
|
Mendel Capital Management LLC
|
SELL
|
- |
-2- 0.06% |
$163 - $171
|
3.56K
$319K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-3- 0.11% |
$244 - $257
|
2.64K
$238K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.01% |
$489 - $513
|
61.6K
$5.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8- 0.14% |
$652 - $685
|
5.65K
$507K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-9- 0.24% |
$733 - $770
|
3.75K
$337K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-11- 3.3% |
$896 - $941
|
322
$28.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-12- 0.39% |
$978 - $1.03K
|
3.05K
$274K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-18- 0.26% |
$1.47K - $1.54K
|
7K
$629K
|