Purchases and Sales Made in Q3 2022 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
BUY
|
- |
9.7K+ 10.36% |
$644K - $742K
|
103K
$9.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
9.37K+ 12.23% |
$622K - $717K
|
85.9K
$7.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
9.27K+ 4.14% |
$615K - $709K
|
233K
$21.1M
|
|
|
Nov 23, 2022
Q3 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
9.13K+ 7.73% |
$607K - $699K
|
127K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.94K+ 12.31% |
$594K - $684K
|
81.5K
$7.36M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
8.58KNew |
$570K - $656K
|
8.58K
$774K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.55K+ 4.76% |
$568K - $654K
|
188K
$17M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.59K+ 3.81% |
$504K - $580K
|
207K
$18.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.57K+ 12.41% |
$503K - $579K
|
68.6K
$6.19M
|
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
7.18K+ 12.52% |
$477K - $549K
|
64.6K
$5.83M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.85K+ 24.14% |
$455K - $524K
|
35.2K
$3.18M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.84KNew |
$454K - $523K
|
6.84K
$618K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.37K+ 29.14% |
$423K - $487K
|
28.2K
$2.55M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
6.3K+ 10.52% |
$418K - $482K
|
66.2K
$5.97M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.19K+ 5.67% |
$411K - $474K
|
116K
$10.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
6.16KNew |
$409K - $471K
|
6.16K
$556K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.99KNew |
$398K - $459K
|
5.99K
$541K
|
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.49K+ 190.59% |
$364K - $420K
|
8.37K
$755K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.42KNew |
$360K - $415K
|
5.42K
$489K
|
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.25K+ 2.84% |
$349K - $402K
|
190K
$17.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
5.16K+ 13.64% |
$343K - $395K
|
43K
$3.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.99K+ 6.42% |
$331K - $381K
|
82.6K
$7.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.9K+ 111.41% |
$326K - $375K
|
9.3K
$840K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.63K+ 13.64% |
$308K - $354K
|
38.6K
$3.48M
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
4.49K+ 24.19% |
$298K - $343K
|
23K
$2.08M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.46K+ 9.27% |
$296K - $341K
|
52.6K
$4.75M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.21K+ 1.89% |
$279K - $322K
|
227K
$20.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
4.15KNew |
$275K - $317K
|
4.15K
$374K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.09K+ 1.46% |
$272K - $313K
|
284K
$25.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.08K+ 0.22% |
$271K - $312K
|
1.86M
$168M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.94KNew |
$262K - $301K
|
3.94K
$356K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.85KNew |
$256K - $294K
|
3.85K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
3.77K+ 0.18% |
$251K - $289K
|
2.06M
$186M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.72K+ 4.7% |
$247K - $285K
|
82.9K
$7.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3.69KNew |
$245K - $282K
|
3.69K
$333K
|
|
|
Feb 16, 2023
Q3 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.58K+ 2.45% |
$238K - $274K
|
150K
$13.5M
|
|
|
Nov 09, 2022
Q3 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
3.5K+ 19.91% |
$233K - $268K
|
21.1K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.3KNew |
$219K - $252K
|
3.3K
$297K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
3.28K+ 3.09% |
$218K - $251K
|
109K
$9.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
3.16K+ 3.41% |
$210K - $241K
|
95.8K
$8.65M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.04KNew |
$202K - $233K
|
3.04K
$275K
|
|
|
Oct 24, 2022
Q3 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
2.99K+ 6.0% |
$198K - $228K
|
52.8K
$4.76M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.85K+ 12.04% |
$189K - $218K
|
26.5K
$2.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
2.83K+ 2.76% |
$188K - $217K
|
105K
$9.52M
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2.53K+ 4.85% |
$168K - $193K
|
54.6K
$4.93M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.5KNew |
$166K - $191K
|
2.5K
$226K
|
|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.41K+ 60.42% |
$160K - $185K
|
6.4K
$578K
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.25K+ 3.43% |
$149K - $172K
|
67.7K
$6.11M
|
|
|
Nov 01, 2022
Q3 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.21K+ 6.07% |
$147K - $169K
|
38.7K
$3.49M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
BUY
|
- |
2.19K+ 0.8% |
$146K - $168K
|
276K
$24.9M
|