Purchases and Sales Made in Q2 2025 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q2 2025. 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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
66.3K+ 21.93% |
$5.41M - $6.12M
|
368K
$33.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
20K+ 25.51% |
$1.63M - $1.85M
|
98.2K
$9.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
18.7KNew |
$1.52M - $1.72M
|
18.7K
$1.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
12.2K+ 8.29% |
$995K - $1.13M
|
159K
$14.6M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
12.1KNew |
$988K - $1.12M
|
12.1K
$1.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
4.77K+ 1.12% |
$389K - $440K
|
430K
$39.5M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.5K+ 5.38% |
$285K - $323K
|
68.5K
$6.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
3.41K+ 2.27% |
$278K - $315K
|
154K
$14.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Traction Financial Partners, LLC
Littleton, CO |
BUY
|
- |
3.18K+ 75.26% |
$259K - $294K
|
7.4K
$679K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.66K+ 5.67% |
$217K - $245K
|
49.5K
$4.54M
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
2.22KNew |
$181K - $205K
|
2.22K
$204K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
2.17K+ 0.38% |
$177K - $201K
|
571K
$52.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Lynch & Associates
|
BUY
|
- |
2K+ 26.25% |
$164K - $185K
|
9.64K
$884K
|
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.75K+ 12.45% |
$143K - $161K
|
15.8K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 12.74% |
$124K - $141K
|
13.5K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.49K+ 48.68% |
$122K - $138K
|
4.55K
$418K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.44K+ 14.83% |
$117K - $133K
|
11.1K
$1.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.37K+ 288.45% |
$112K - $127K
|
1.85K
$170K
|
|
|
Jul 14, 2025
Q2 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
1.28K+ 8.77% |
$105K - $119K
|
15.9K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.28K+ 10.2% |
$104K - $118K
|
13.8K
$1.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
989New |
$80.7K - $91.4K
|
989
$90.7K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
879+ 13.12% |
$71.7K - $81.2K
|
7.58K
$695K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
845+ 8.05% |
$69K - $78.1K
|
11.3K
$1.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
710+ 3.2% |
$57.9K - $65.6K
|
22.9K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
633New |
$51.7K - $58.5K
|
633
$58.1K
|
|
|
Jul 15, 2025
Q2 2025
|
Lvz, Inc.
|
BUY
|
- |
575+ 18.65% |
$46.9K - $53.1K
|
3.66K
$336K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
547+ 1.49% |
$44.6K - $50.5K
|
37.2K
$3.42M
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
480+ 3.06% |
$39.2K - $44.3K
|
16.2K
$1.48M
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
371+ 0.77% |
$30.3K - $34.3K
|
48.3K
$4.43M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
350New |
$28.6K - $32.3K
|
350
$32.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
279New |
$22.8K - $25.8K
|
279
$25.6K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
193+ 4.5% |
$15.7K - $17.8K
|
4.49K
$411K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
127+ 1.23% |
$10.4K - $11.7K
|
10.4K
$956K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
119+ 2.03% |
$9.71K - $11K
|
5.98K
$549K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
89+ 1.31% |
$7.26K - $8.22K
|
6.9K
$633K
|
|
|
Jul 16, 2025
Q2 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
45New |
$3.67K - $4.16K
|
45
$4.13K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
39+ 1.64% |
$3.18K - $3.6K
|
2.42K
$222K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14+ 0.13% |
$1.14K - $1.29K
|
10.9K
$998K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 0.13% |
$1.06K - $1.2K
|
10.2K
$938K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
12+ 0.2% |
$979 - $1.11K
|
6.1K
$560K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
6+ 0.21% |
$490 - $554
|
2.85K
$261K
|
|
|
Jul 21, 2025
Q2 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
SELL
|
- |
-4- 0.09% |
$326 - $370
|
4.34K
$398K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-17- 0.29% |
$1.39K - $1.57K
|
5.8K
$532K
|
|
|
Jul 18, 2025
Q2 2025
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-18- 0.39% |
$1.47K - $1.66K
|
4.54K
$416K
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-31- 1.23% |
$2.53K - $2.86K
|
2.5K
$229K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-49- 16.61% |
$4K - $4.53K
|
246
$22.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52Closed |
$4.24K - $4.8K
|
0
$0
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
SELL
|
- |
-83- 0.56% |
$6.77K - $7.67K
|
14.6K
$1.34M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-90- 2.12% |
$7.34K - $8.32K
|
4.16K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-119- 3.1% |
$9.71K - $11K
|
3.72K
$342K
|