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 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 24, 2025
Q2 2025
|
Slt Holdings LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 3.98% |
$134K - $152K
|
39.7K
$3.64M
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.76K- 9.57% |
$144K - $163K
|
16.6K
$1.53M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.87K- 31.69% |
$152K - $172K
|
4.02K
$369K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.15K- 2.09% |
$175K - $199K
|
101K
$9.22M
|
|
|
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 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-4.07K- 11.37% |
$332K - $376K
|
31.7K
$2.91M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.14K- 17.86% |
$338K - $382K
|
19K
$1.75M
|
|
|
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 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-4.67K- 5.35% |
$381K - $431K
|
82.6K
$7.58M
|
|
|
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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.1K- 25.86% |
$903K - $1.02M
|
31.7K
$2.91M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-11.1K- 27.64% |
$904K - $1.02M
|
29K
$2.66M
|
|
|
Jul 23, 2025
Q2 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-12.5K- 13.69% |
$1.02M - $1.15M
|
78.8K
$7.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-17.3K- 24.87% |
$1.41M - $1.6M
|
52.4K
$4.81M
|
|
|
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
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-72.8K- 40.11% |
$5.94M - $6.72M
|
109K
$9.97M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-227K- 80.3% |
$18.6M - $21M
|
55.8K
$5.12M
|