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
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-7.97K- 11.6% |
$650K - $682K
|
60.7K
$5.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-8.64K- 6.59% |
$704K - $739K
|
123K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-9.16KClosed |
$746K - $784K
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.27K- 12.55% |
$755K - $793K
|
64.6K
$5.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-9.64K- 11.27% |
$785K - $825K
|
75.9K
$6.82M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-9.99K- 7.64% |
$814K - $855K
|
121K
$10.8M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-10.4K- 2.41% |
$845K - $887K
|
421K
$37.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.6K- 5.06% |
$867K - $911K
|
199K
$17.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-10.8K- 2.2% |
$881K - $925K
|
480K
$43.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-11.1K- 3.05% |
$904K - $949K
|
353K
$31.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-11.4K- 19.68% |
$930K - $977K
|
46.6K
$4.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-13.3K- 83.7% |
$1.08M - $1.13M
|
2.58K
$232K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.5K- 7.19% |
$1.18M - $1.24M
|
187K
$16.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-15K- 17.69% |
$1.22M - $1.28M
|
69.6K
$6.25M
|
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-15.1K- 84.64% |
$1.23M - $1.3M
|
2.75K
$247K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.9K- 11.68% |
$1.29M - $1.36M
|
120K
$10.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-16.2K- 7.43% |
$1.32M - $1.39M
|
202K
$18.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-17.3K- 15.67% |
$1.41M - $1.48M
|
93.3K
$8.38M
|
|
|
Aug 16, 2024
Q2 2024
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-18.5K- 72.14% |
$1.5M - $1.58M
|
7.13K
$641K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.5K- 2.98% |
$1.51M - $1.59M
|
604K
$54.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-21.8K- 50.18% |
$1.77M - $1.86M
|
21.6K
$1.94M
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-22K- 89.8% |
$1.79M - $1.88M
|
2.5K
$225K
|
|
|
Jul 18, 2024
Q2 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
SELL
|
- |
-22.2K- 99.11% |
$1.81M - $1.9M
|
200
$18K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-22.6K- 18.07% |
$1.84M - $1.93M
|
102K
$9.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-25.6K- 65.37% |
$2.08M - $2.19M
|
13.5K
$1.22M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-29.3K- 2.35% |
$2.39M - $2.51M
|
1.22M
$109M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-32K- 51.19% |
$2.6M - $2.73M
|
30.5K
$2.74M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-32.3K- 55.98% |
$2.64M - $2.77M
|
25.4K
$2.28M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.8K- 20.68% |
$2.84M - $2.98M
|
133K
$12M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-37.2K- 2.38% |
$3.03M - $3.18M
|
1.53M
$137M
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-44.8K- 69.82% |
$3.65M - $3.83M
|
19.4K
$1.74M
|
|
|
Jul 15, 2024
Q2 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-50.9K- 38.65% |
$4.14M - $4.35M
|
80.7K
$7.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.2K- 4.31% |
$4.17M - $4.38M
|
1.14M
$102M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-52.3K- 3.18% |
$4.26M - $4.48M
|
1.59M
$143M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-57K- 88.35% |
$4.64M - $4.87M
|
7.51K
$675K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-61.2K- 69.57% |
$4.99M - $5.24M
|
26.8K
$2.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-64.4K- 45.81% |
$5.25M - $5.51M
|
76.2K
$6.84M
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-68.2K- 81.25% |
$5.56M - $5.84M
|
15.7K
$1.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-77.5K- 99.76% |
$6.31M - $6.63M
|
189
$17K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-77.6K- 14.97% |
$6.32M - $6.64M
|
441K
$39.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-79.6K- 61.16% |
$6.48M - $6.81M
|
50.5K
$4.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-80.9K- 4.61% |
$6.59M - $6.92M
|
1.67M
$150M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-114K- 70.32% |
$9.27M - $9.74M
|
48K
$4.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128K- 3.36% |
$10.4M - $10.9M
|
3.66M
$329M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-140K- 17.34% |
$11.4M - $12M
|
668K
$60M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 2.18% |
$12.2M - $12.8M
|
6.69M
$601M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-149K- 2.18% |
$12.2M - $12.8M
|
6.69M
$601M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-163K- 10.08% |
$13.3M - $14M
|
1.46M
$131M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-304K- 18.06% |
$24.7M - $26M
|
1.38M
$124M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-414K- 5.2% |
$33.8M - $35.5M
|
7.56M
$679M
|