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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.08K+ 7.34% |
$138K - $159K
|
30.3K
$2.73M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.94K+ 12.4% |
$129K - $149K
|
17.6K
$1.58M
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.87K+ 12.95% |
$124K - $143K
|
16.3K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.66K+ 4.71% |
$110K - $127K
|
36.9K
$3.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.65KNew |
$109K - $126K
|
1.65K
$148K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.59K+ 3.3% |
$106K - $122K
|
49.8K
$4.47M
|
|
|
Oct 31, 2022
Q3 2022
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.48K+ 51.23% |
$98.1K - $113K
|
4.36K
$392K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.46K+ 2.37% |
$96.7K - $111K
|
62.9K
$5.65M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.37K+ 0.83% |
$90.7K - $104K
|
166K
$14.9M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 2.36% |
$85.9K - $98.9K
|
56.2K
$5.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
1.27K+ 2.66% |
$84.1K - $96.8K
|
48.9K
$4.39M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.23K+ 36.08% |
$82K - $94.4K
|
4.65K
$418K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
1.19KNew |
$79K - $91K
|
1.19K
$107K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 8.25% |
$70.3K - $80.9K
|
13.9K
$1.25M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
BUY
|
- |
1.02K+ 45.9% |
$67.7K - $78K
|
3.24K
$291K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1KNew |
$66.4K - $76.5K
|
1K
$89.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
921+ 2.25% |
$61.2K - $70.5K
|
41.8K
$3.76M
|
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
897+ 6.38% |
$59.6K - $68.6K
|
15K
$1.34M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
848+ 4.53% |
$56.3K - $64.9K
|
19.6K
$1.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
845+ 1.06% |
$56.1K - $64.6K
|
80.3K
$7.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
840+ 3.8% |
$55.8K - $64.3K
|
22.9K
$2.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
784+ 1.18% |
$52.1K - $60K
|
67.1K
$6.02M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
734+ 1.67% |
$48.8K - $56.2K
|
44.6K
$4M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
686+ 7.4% |
$45.6K - $52.5K
|
9.96K
$895K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
685New |
$45.5K - $52.4K
|
685
$61.5K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
682+ 0.34% |
$45.3K - $52.2K
|
201K
$18.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
675+ 8.59% |
$44.8K - $51.6K
|
8.54K
$767K
|
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
574+ 0.82% |
$38.1K - $43.9K
|
70.9K
$6.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
558+ 39.05% |
$37.1K - $42.7K
|
1.99K
$179K
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
548+ 1.28% |
$36.4K - $41.9K
|
43.2K
$3.88M
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
527+ 1.21% |
$35K - $40.3K
|
44K
$3.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
473+ 0.79% |
$31.4K - $36.2K
|
60.6K
$5.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
470+ 7.37% |
$31.2K - $36K
|
6.84K
$615K
|
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
462+ 0.88% |
$30.7K - $35.3K
|
52.7K
$4.73M
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
460+ 13.5% |
$30.6K - $35.2K
|
3.87K
$348K
|
|
|
Oct 14, 2022
Q3 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
434+ 0.55% |
$28.8K - $33.2K
|
79.1K
$7.1M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
429+ 304.26% |
$28.5K - $32.8K
|
570
$51.2K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
405+ 5.55% |
$26.9K - $31K
|
7.7K
$692K
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
342+ 0.27% |
$22.7K - $26.2K
|
128K
$11.5M
|
|
|
Oct 25, 2022
Q3 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
341+ 1.5% |
$22.6K - $26.1K
|
23.1K
$2.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
324+ 1.54% |
$21.5K - $24.8K
|
21.3K
$1.92M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
318+ 52.39% |
$21.1K - $24.3K
|
925
$83.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
315+ 2.37% |
$20.9K - $24.1K
|
13.6K
$1.22M
|
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
268+ 3.56% |
$17.8K - $20.5K
|
7.8K
$701K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
255+ 5.7% |
$16.9K - $19.5K
|
4.73K
$425K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
250+ 19.23% |
$16.6K - $19.1K
|
1.55K
$139K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
250+ 22.01% |
$16.6K - $19.1K
|
1.39K
$125K
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
218+ 2.59% |
$14.5K - $16.7K
|
8.62K
$775K
|
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
200+ 5.13% |
$13.3K - $15.3K
|
4.1K
$368K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
181+ 4.34% |
$12K - $13.8K
|
4.36K
$391K
|