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
|
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
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-134- 1.8% |
$10.9K - $12.4K
|
7.3K
$670K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-152- 0.8% |
$12.4K - $14K
|
18.8K
$1.72M
|
|
|
Jul 16, 2025
Q2 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-210- 65.63% |
$17.1K - $19.4K
|
110
$10.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-250- 6.33% |
$20.4K - $23.1K
|
3.7K
$339K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-252- 0.46% |
$20.6K - $23.3K
|
54.9K
$5.04M
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-274- 23.06% |
$22.4K - $25.3K
|
914
$83.9K
|
|
|
Jul 15, 2025
Q2 2025
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-287- 10.77% |
$23.4K - $26.5K
|
2.38K
$218K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-306- 9.84% |
$25K - $28.3K
|
2.8K
$257K
|
|
|
Jul 22, 2025
Q2 2025
|
Bennett Associates Wealth Management
Butler, PA |
SELL
|
- |
-370- 0.14% |
$30.2K - $34.2K
|
260K
$23.8M
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-390- 1.64% |
$31.8K - $36K
|
23.4K
$2.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-393- 1.49% |
$32.1K - $36.3K
|
25.9K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-434- 0.99% |
$35.4K - $40.1K
|
43.3K
$3.98M
|
|
|
Jul 11, 2025
Q2 2025
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-468- 0.81% |
$38.2K - $43.2K
|
57K
$5.23M
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-707- 3.48% |
$57.7K - $65.3K
|
19.6K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-715- 15.84% |
$58.3K - $66.1K
|
3.8K
$348K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-720- 1.19% |
$58.8K - $66.5K
|
59.7K
$5.48M
|
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-975- 30.57% |
$79.6K - $90.1K
|
2.21K
$203K
|
|
|
Jul 22, 2025
Q2 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-989- 0.33% |
$80.7K - $91.4K
|
295K
$27M
|
|
|
Jul 11, 2025
Q2 2025
|
First Premier Bank
|
SELL
|
- |
-1.1K- 6.74% |
$89.8K - $102K
|
15.2K
$1.4M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.15K- 5.75% |
$94.2K - $107K
|
18.9K
$1.73M
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.17K- 1.32% |
$95.8K - $108K
|
87.5K
$8.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.29K- 25.4% |
$105K - $119K
|
3.78K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Tl Private Wealth
|
SELL
|
- |
-1.29K- 23.06% |
$105K - $119K
|
4.3K
$395K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.34K- 2.97% |
$109K - $123K
|
43.6K
$4M
|
|
|
Jul 10, 2025
Q2 2025
|
Envision Financial LLC
Brookfield, WI |
SELL
|
- |
-1.35K- 5.14% |
$110K - $125K
|
24.9K
$2.29M
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.38K- 33.5% |
$112K - $127K
|
2.73K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
SELL
|
- |
-1.52K- 14.04% |
$124K - $140K
|
9.28K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-1.57K- 4.42% |
$128K - $145K
|
34K
$3.12M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.59K- 3.05% |
$130K - $147K
|
50.4K
$4.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 9.57% |
$144K - $163K
|
16.6K
$1.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-2.18K- 46.43% |
$178K - $202K
|
2.52K
$231K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-2.24K- 14.62% |
$183K - $207K
|
13.1K
$1.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 6.28% |
$221K - $250K
|
40.4K
$3.71M
|
|
|
Jul 15, 2025
Q2 2025
|
Moneywise, Inc.
|
SELL
|
- |
-2.95K- 24.24% |
$241K - $273K
|
9.23K
$847K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-4.22K- 75.52% |
$344K - $389K
|
1.37K
$125K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-4.61K- 7.2% |
$376K - $426K
|
59.4K
$5.45M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.69K- 10.94% |
$546K - $618K
|
54.4K
$4.99M
|
|
|
Jul 10, 2025
Q2 2025
|
American Financial Advisors, LLC
|
SELL
|
- |
-7.36K- 1.96% |
$601K - $680K
|
368K
$33.8M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
SELL
|
- |
-8.14K- 29.18% |
$664K - $752K
|
19.8K
$1.81M
|
|
|
Jul 22, 2025
Q2 2025
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-10.7K- 6.26% |
$877K - $993K
|
161K
$14.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-11.1K- 27.64% |
$904K - $1.02M
|
29K
$2.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-32.4K- 67.17% |
$2.64M - $2.99M
|
15.8K
$1.45M
|
|
|
Jul 11, 2025
Q2 2025
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-36.8K- 76.65% |
$3M - $3.4M
|
11.2K
$1.03M
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-48K- 10.19% |
$3.92M - $4.44M
|
424K
$38.9M
|