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 31, 2022
Q3 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
180+ 1.0% |
$12K - $13.8K
|
18.2K
$1.63M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
176+ 4.36% |
$11.7K - $13.5K
|
4.22K
$379K
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
171+ 2.89% |
$11.4K - $13.1K
|
6.1K
$548K
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
140+ 0.32% |
$9.3K - $10.7K
|
44.3K
$3.98M
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
134+ 744.44% |
$8.9K - $10.3K
|
152
$13.7K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
123+ 2.05% |
$8.17K - $9.41K
|
6.11K
$549K
|
|
Nov 14, 2022
Q3 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
123+ 1.03% |
$8.17K - $9.41K
|
12.1K
$1.09M
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
120+ 0.59% |
$7.97K - $9.18K
|
20.6K
$1.85M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
111+ 2.02% |
$7.37K - $8.49K
|
5.61K
$504K
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
106+ 0.89% |
$7.04K - $8.11K
|
12K
$1.08M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
102New |
$6.77K - $7.8K
|
102
$9.16K
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
88+ 35.48% |
$5.84K - $6.73K
|
336
$30.2K
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
87+ 19.73% |
$5.78K - $6.66K
|
528
$47.4K
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
79+ 1.77% |
$5.25K - $6.04K
|
4.54K
$408K
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 0.57% |
$4.38K - $5.05K
|
11.6K
$1.04M
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
58New |
$3.85K - $4.44K
|
58
$5.21K
|
|
Oct 11, 2022
Q3 2022
|
Tl Private Wealth
|
BUY
|
- |
51+ 0.38% |
$3.39K - $3.9K
|
13.4K
$1.2M
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
49+ 0.25% |
$3.25K - $3.75K
|
20K
$1.8M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
27+ 0.75% |
$1.79K - $2.07K
|
3.61K
$324K
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
22+ 0.38% |
$1.46K - $1.68K
|
5.77K
$518K
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
BUY
|
- |
15+ 0.31% |
$996 - $1.15K
|
4.82K
$433K
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10+ 0.18% |
$664 - $765
|
5.68K
$510K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
6+ 0.12% |
$399 - $459
|
5.01K
$450K
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
5+ 0.06% |
$332 - $383
|
7.95K
$714K
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.03% |
$199 - $230
|
9.6K
$863K
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3+ 0.02% |
$199 - $230
|
14.1K
$1.27M
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2+ 0.02% |
$133 - $153
|
11.9K
$1.07M
|
|
Oct 13, 2022
Q3 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.27% |
$66.4 - $76.5
|
365
$32.8K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-11- 7.33% |
$731 - $842
|
139
$12.5K
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.8% |
$1.26K - $1.45K
|
2.36K
$212K
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-30- 0.39% |
$1.99K - $2.3K
|
7.7K
$692K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-32- 12.7% |
$2.13K - $2.45K
|
220
$19.8K
|
|
Nov 02, 2022
Q3 2022
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-48- 0.1% |
$3.19K - $3.67K
|
49.4K
$4.44M
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-70- 1.47% |
$4.65K - $5.36K
|
4.7K
$422K
|
|
Nov 14, 2022
Q3 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-86- 1.43% |
$5.71K - $6.58K
|
5.94K
$534K
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-101- 1.8% |
$6.71K - $7.73K
|
5.5K
$494K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-104- 0.11% |
$6.91K - $7.96K
|
98.3K
$8.83M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-119- 0.71% |
$7.9K - $9.1K
|
16.8K
$1.5M
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-125- 1.36% |
$8.3K - $9.56K
|
9.05K
$813K
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-140- 2.13% |
$9.3K - $10.7K
|
6.43K
$578K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-141- 77.47% |
$9.37K - $10.8K
|
41
$3.68K
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-191- 0.68% |
$12.7K - $14.6K
|
28.1K
$2.52M
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-197- 2.79% |
$13.1K - $15.1K
|
6.87K
$617K
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-207- 5.04% |
$13.7K - $15.8K
|
3.9K
$350K
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-215- 1.35% |
$14.3K - $16.4K
|
15.7K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-220- 3.78% |
$14.6K - $16.8K
|
5.61K
$504K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-230- 1.05% |
$15.3K - $17.6K
|
21.6K
$1.94M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-232- 3.38% |
$15.4K - $17.7K
|
6.63K
$596K
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
SELL
|
- |
-234- 3.01% |
$15.5K - $17.9K
|
7.55K
$678K
|