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 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.93K- 41.62% |
$157K - $165K
|
2.71K
$243K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2.01K- 43.18% |
$164K - $172K
|
2.65K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.03K- 4.38% |
$165K - $173K
|
44.2K
$3.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2.03K- 1.87% |
$165K - $173K
|
107K
$9.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 2.94% |
$170K - $178K
|
68.8K
$6.18M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-2.16K- 4.24% |
$176K - $185K
|
48.9K
$4.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Retireful, LLC
|
SELL
|
- |
-2.17K- 29.59% |
$177K - $186K
|
5.16K
$463K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.19K- 16.9% |
$178K - $187K
|
10.8K
$967K
|
|
|
Aug 27, 2024
Q2 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-2.33K- 2.18% |
$189K - $199K
|
104K
$9.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Sequent Planning LLC
Omaha, NE |
SELL
|
- |
-2.39K- 12.19% |
$194K - $204K
|
17.2K
$1.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.54K- 22.09% |
$207K - $217K
|
8.94K
$803K
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2.58K- 25.22% |
$210K - $221K
|
7.66K
$688K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.62K- 3.25% |
$214K - $225K
|
78K
$7.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.65K- 0.18% |
$216K - $227K
|
1.51M
$135M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.66K- 19.26% |
$217K - $228K
|
11.2K
$1M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.79K- 23.08% |
$227K - $239K
|
9.3K
$835K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.84K- 5.86% |
$231K - $243K
|
45.6K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.84K- 6.08% |
$232K - $243K
|
43.9K
$3.94M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.26K- 1.45% |
$265K - $279K
|
221K
$19.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.26K- 0.12% |
$265K - $279K
|
2.64M
$237M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-3.37K- 6.05% |
$275K - $289K
|
52.4K
$4.71M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.38K- 10.17% |
$276K - $290K
|
29.9K
$2.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3.44K- 5.1% |
$281K - $295K
|
64.1K
$5.76M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.53K- 3.63% |
$287K - $302K
|
93.5K
$8.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.84K- 3.38% |
$313K - $328K
|
110K
$9.86M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.89K- 6.8% |
$317K - $333K
|
53.2K
$4.78M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.92K- 4.33% |
$319K - $335K
|
86.5K
$7.77M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-3.94K- 6.29% |
$321K - $337K
|
58.6K
$5.27M
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.95K- 3.06% |
$322K - $338K
|
125K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.99K- 22.49% |
$325K - $341K
|
13.7K
$1.23M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.19K- 7.58% |
$341K - $358K
|
51.1K
$4.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.3K- 9.94% |
$350K - $368K
|
38.9K
$3.5M
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.45K- 26.67% |
$363K - $381K
|
12.2K
$1.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.65K- 14.41% |
$379K - $398K
|
27.6K
$2.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.76K- 19.39% |
$388K - $407K
|
19.8K
$1.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-5.48K- 14.55% |
$447K - $469K
|
32.2K
$2.89M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.55K- 3.34% |
$452K - $475K
|
161K
$14.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.69K- 34.35% |
$464K - $487K
|
10.9K
$977K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.7K- 14.16% |
$464K - $488K
|
34.6K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-5.73K- 16.22% |
$467K - $490K
|
29.6K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.86K- 19.94% |
$477K - $501K
|
23.5K
$2.11M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.91K- 9.59% |
$481K - $506K
|
55.7K
$5M
|
|
|
Jul 17, 2024
Q2 2024
|
Moneywise, Inc.
|
SELL
|
- |
-6.05K- 16.79% |
$493K - $517K
|
30K
$2.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.31K- 4.72% |
$514K - $540K
|
127K
$11.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-6.36K- 17.32% |
$518K - $544K
|
30.3K
$2.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-6.4K- 2.34% |
$521K - $547K
|
267K
$24M
|
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.71K- 11.22% |
$546K - $574K
|
53.1K
$4.77M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-6.91K- 17.0% |
$563K - $591K
|
33.7K
$3.03M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-6.94K- 17.02% |
$565K - $594K
|
33.8K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-7.06K- 10.41% |
$575K - $604K
|
60.8K
$5.46M
|