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 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-236- 2.5% |
$15.7K - $18.1K
|
9.22K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-237- 3.19% |
$15.7K - $18.1K
|
7.18K
$645K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-246Closed |
$16.3K - $18.8K
|
0
$0
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-259- 1.05% |
$17.2K - $19.8K
|
24.4K
$2.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-262- 2.9% |
$17.4K - $20K
|
8.77K
$788K
|
|
|
Oct 19, 2022
Q3 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-293- 3.53% |
$19.5K - $22.4K
|
8.01K
$720K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-299- 2.58% |
$19.9K - $22.9K
|
11.3K
$1.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300- 7.8% |
$19.9K - $23K
|
3.55K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-303- 2.31% |
$20.1K - $23.2K
|
12.8K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-418- 1.45% |
$27.8K - $32K
|
28.5K
$2.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-445- 18.81% |
$29.6K - $34K
|
1.92K
$173K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-456- 1.07% |
$30.3K - $34.9K
|
42.1K
$3.78M
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-535- 1.7% |
$35.5K - $40.9K
|
31K
$2.78M
|
|
|
Oct 25, 2022
Q3 2022
|
Mendel Capital Management LLC
|
SELL
|
- |
-545- 10.56% |
$36.2K - $41.7K
|
4.62K
$415K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-572- 88.41% |
$38K - $43.8K
|
75
$6.74K
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-728- 7.09% |
$48.4K - $55.7K
|
9.53K
$856K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-728- 7.09% |
$48.4K - $55.7K
|
9.53K
$856K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-732- 7.6% |
$48.6K - $56K
|
8.9K
$799K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-750- 40.54% |
$49.8K - $57.4K
|
1.1K
$98.8K
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-782- 1.17% |
$51.9K - $59.8K
|
65.9K
$5.92M
|
|
|
Oct 24, 2022
Q3 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-801- 7.76% |
$53.2K - $61.3K
|
9.53K
$856K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-834- 1.31% |
$55.4K - $63.8K
|
62.7K
$5.63M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-864- 2.4% |
$57.4K - $66.1K
|
35.1K
$3.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-880- 19.07% |
$58.4K - $67.3K
|
3.74K
$336K
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-903- 1.94% |
$60K - $69.1K
|
45.8K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-916- 1.25% |
$60.8K - $70.1K
|
72.5K
$6.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Moneywise, Inc.
|
SELL
|
- |
-927- 1.61% |
$61.6K - $70.9K
|
56.5K
$5.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-960- 20.46% |
$63.8K - $73.4K
|
3.73K
$335K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-971- 3.63% |
$64.5K - $74.3K
|
25.8K
$2.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1K- 9.38% |
$66.5K - $76.6K
|
9.67K
$869K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.12K- 1.09% |
$74.3K - $85.6K
|
102K
$9.13M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.14K- 2.89% |
$75.5K - $87K
|
38.2K
$3.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-1.18K- 13.17% |
$78.3K - $90.2K
|
7.77K
$698K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.24K- 51.24% |
$82.2K - $94.6K
|
1.18K
$106K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.26K- 2.41% |
$83.7K - $96.4K
|
50.9K
$4.58M
|
|
|
Nov 01, 2022
Q3 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.32K- 4.09% |
$87.6K - $101K
|
30.9K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.34K- 1.0% |
$89.2K - $103K
|
133K
$11.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.37K- 10.75% |
$90.8K - $105K
|
11.3K
$1.02M
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.4K- 21.4% |
$92.7K - $107K
|
5.13K
$461K
|
|
|
Nov 10, 2022
Q3 2022
|
1776 Wealth LLC
|
SELL
|
- |
-1.42K- 3.63% |
$94.2K - $108K
|
37.7K
$3.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.45K- 8.92% |
$96.3K - $111K
|
14.8K
$1.33M
|
|
|
Oct 12, 2022
Q3 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.46K- 17.12% |
$96.9K - $112K
|
7.06K
$634K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.47K- 6.56% |
$97.3K - $112K
|
20.9K
$1.87M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.59K- 3.87% |
$106K - $122K
|
39.4K
$3.54M
|
|
|
Jan 02, 2024
Q3 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.68K- 2.13% |
$112K - $129K
|
77.1K
$6.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-1.74K- 23.37% |
$116K - $133K
|
5.7K
$512K
|
|
|
Nov 09, 2022
Q3 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.76K- 0.91% |
$117K - $134K
|
191K
$17.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.83K- 28.9% |
$121K - $140K
|
4.5K
$404K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.89K- 15.46% |
$126K - $145K
|
10.3K
$929K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.99K- 26.06% |
$132K - $152K
|
5.66K
$508K
|