Purchases and Sales Made in Q3 2023 in First Trust Capital Strength E (FTCS)

FTCS Quotes by TradingView

This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2023. 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, 2023 Q3 2023
Gsg Advisors LLC

Mount Laurel, NJ
BUY
 -
9.22K
New
$679K - $712K
9.22K $833K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
8.78K
+ 7.15%
$647K - $678K
132K $11.9M
Nov 08, 2023 Q3 2023
Solano Wealth Management, Inc.

Fairfield, CA
BUY
 -
8.63K
+ 3.87%
$636K - $666K
232K $20.9M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
8.46K
+ 7.34%
$623K - $653K
124K $11.2M
Nov 13, 2023 Q3 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8.17K
New
$601K - $631K
8.17K $737K
Nov 14, 2023 Q3 2023
Waterloo Capital, L.P.

Austin, TX
BUY
 -
7.95K
New
$585K - $614K
7.95K $718K
Oct 31, 2023 Q3 2023
Triumph Capital Management

BUY
 -
7.95K
+ 18.21%
$585K - $614K
51.6K $4.66M
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
7.8K
+ 1.49%
$574K - $602K
532K $48M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
7.77K
+ 3.54%
$572K - $600K
227K $20.5M
Nov 14, 2023 Q3 2023
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
7.72K
New
$568K - $596K
7.72K $697K
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
7.14K
+ 9.91%
$526K - $551K
79.2K $7.15M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
6.97K
+ 2.55%
$513K - $538K
280K $25.3M
Nov 14, 2023 Q3 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
6.3K
New
$464K - $486K
6.3K $569K
Nov 08, 2023 Q3 2023
Tru Independence LLC

BUY
 -
5.73K
+ 4.69%
$422K - $442K
128K $11.5M
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
5.49K
+ 34.63%
$404K - $423K
21.3K $1.92M
Oct 30, 2023 Q3 2023
Bernardo Wealth Planning LLC

BUY
 -
5.41K
+ 9.08%
$398K - $418K
65K $5.87M
Oct 18, 2023 Q3 2023
De Dora Capital, Inc.

BUY
 -
5.36K
+ 6.61%
$395K - $414K
86.5K $7.81M
Oct 10, 2023 Q3 2023
Wealth Care Investment Partners, LLC

BUY
 -
4.79K
New
$352K - $369K
4.79K $432K
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
4.73K
+ 4.05%
$348K - $365K
122K $11M
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

BUY
 -
4.72K
+ 3.32%
$348K - $364K
147K $13.3M
Nov 14, 2023 Q3 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
4.59K
New
$338K - $354K
4.59K $415K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
4.3K
+ 1.51%
$317K - $332K
289K $26.1M
Nov 13, 2023 Q3 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
4.13K
+ 8.26%
$304K - $319K
54.1K $4.89M
Nov 01, 2023 Q3 2023
Investors Research Corp

BUY
 -
4.04K
+ 3.98%
$297K - $312K
105K $9.52M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
3.92K
New
$288K - $302K
3.92K $354K
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
3.9K
New
$287K - $301K
3.9K $352K
Nov 13, 2023 Q3 2023
West Michigan Advisors, LLC

Holland, MI
BUY
 -
3.77K
+ 5.2%
$277K - $291K
76.3K $6.88M
Nov 06, 2023 Q3 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.75K
New
$276K - $290K
3.75K $339K
Nov 13, 2023 Q3 2023
Integrity Financial Corp

BUY
 -
3.67K
+ 2.83%
$270K - $283K
133K $12M
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
BUY
 -
3.52K
+ 3.15%
$259K - $271K
115K $10.4M
Nov 08, 2023 Q3 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
3.5K
+ 10.12%
$258K - $270K
38.1K $3.44M
Nov 01, 2023 Q3 2023
Nilsine Partners, LLC

Greenwood Village, CO
BUY
 -
3.4K
+ 3.11%
$250K - $263K
113K $10.2M
Nov 13, 2023 Q3 2023
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
BUY
 -
3.37K
New
$248K - $260K
3.37K $304K
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
3.27K
+ 5.83%
$241K - $252K
59.3K $5.35M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
3.13K
New
$231K - $242K
3.13K $283K
Oct 13, 2023 Q3 2023
River Tree Advisors, LLC

Winter Park, FL
BUY
 -
3.04K
+ 2.94%
$223K - $234K
106K $9.6M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
2.92K
New
$215K - $225K
2.92K $264K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.86K
+ 20.47%
$210K - $220K
16.8K $1.52M
Dec 05, 2023 Q3 2023
Tap Consulting, LLC

BUY
 -
2.85K
New
$210K - $220K
2.85K $257K
Oct 24, 2023 Q3 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
2.72K
+ 16.66%
$200K - $210K
19.1K $1.72M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
2.66K
+ 1.54%
$196K - $205K
176K $15.8M
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
2.54K
+ 0.44%
$187K - $196K
575K $51.9M
Nov 08, 2023 Q3 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
2.4K
+ 1.89%
$177K - $185K
129K $11.7M
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
2.03K
+ 10.27%
$150K - $157K
21.8K $1.97M
Oct 19, 2023 Q3 2023
Good Life Advisors, LLC

BUY
 -
2.01K
+ 1.87%
$148K - $155K
110K $9.91M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.01K
+ 3.53%
$148K - $155K
58.9K $5.31M
Oct 24, 2023 Q3 2023
J.W. Cole Advisors, Inc.

BUY
 -
2K
+ 6.0%
$147K - $154K
35.3K $3.18M
Oct 05, 2023 Q3 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
1.85K
+ 6.5%
$136K - $143K
30.3K $2.73M
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
1.85K
+ 3.91%
$136K - $142K
49.1K $4.43M

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