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
Nov 13, 2023 Q3 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
1.84K
+ 10.45%
$135K - $142K
19.4K $1.75M
Oct 19, 2023 Q3 2023
Sawtooth Solutions, LLC

BUY
 -
1.83K
+ 19.16%
$135K - $141K
11.4K $1.02M
Nov 09, 2023 Q3 2023
Wealthsource Partners, LLC

BUY
 -
1.78K
+ 21.44%
$131K - $137K
10.1K $906K
Oct 16, 2023 Q3 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
1.67K
+ 2.21%
$123K - $129K
77.2K $6.94M
Nov 13, 2023 Q3 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
1.65K
+ 57.89%
$121K - $127K
4.49K $404K
Nov 14, 2023 Q3 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.48K
New
$109K - $114K
1.48K $133K
Nov 02, 2023 Q3 2023
Kaydan Wealth Management, Inc.

Fenton, MI
BUY
 -
1.37K
+ 3.6%
$101K - $106K
39.5K $3.55M
Oct 20, 2023 Q3 2023
Brookstone Capital Management

BUY
 -
1.36K
+ 21.59%
$100K - $105K
7.68K $690K
Oct 17, 2023 Q3 2023
Sjs Investment Consulting Inc.

Sylvania, OH
BUY
 -
1.32K
New
$97.4K - $102K
1.32K $119K
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.29K
+ 5.05%
$95K - $99.6K
26.9K $2.41M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
1.17K
+ 19.62%
$85.9K - $90K
7.11K $639K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.1K
+ 10.66%
$80.7K - $84.6K
11.4K $1.02M
Oct 23, 2023 Q3 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.09K
+ 2.7%
$79.9K - $83.8K
41.2K $3.71M
Nov 14, 2023 Q3 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
1.03K
+ 14.08%
$75.8K - $79.5K
8.35K $750K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
985
+ 2.48%
$72.5K - $76K
40.7K $3.66M
Nov 15, 2023 Q3 2023
Essex Financial Services, Inc.

BUY
 -
976
+ 2.4%
$71.9K - $75.3K
41.6K $3.74M
Nov 13, 2023 Q3 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
918
+ 2.37%
$67.6K - $70.9K
39.7K $3.56M
Oct 13, 2023 Q3 2023
Cherry Creek Investment Advisors, Inc.

BUY
 -
890
+ 4.67%
$65.5K - $68.7K
20K $1.79M
Oct 23, 2023 Q3 2023
Clear Creek Financial Management, LLC

BUY
 -
807
+ 5.4%
$59.4K - $62.3K
15.8K $1.42M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
757
+ 5.19%
$55.7K - $58.4K
15.3K $1.38M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
757
+ 8.86%
$55.7K - $58.4K
9.3K $836K
Oct 17, 2023 Q3 2023
Flagship Harbor Advisors, LLC

BUY
 -
740
+ 24.83%
$54.5K - $57.1K
3.72K $334K
Nov 13, 2023 Q3 2023
Paragon Private Wealth Management, LLC

BUY
 -
704
+ 1.48%
$51.8K - $54.3K
48.2K $4.33M
Oct 16, 2023 Q3 2023
First Premier Bank

BUY
 -
700
+ 4.64%
$51.5K - $54K
15.8K $1.42M
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
663
+ 2.94%
$48.8K - $51.2K
23.2K $2.08M
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
640
+ 12.65%
$47.1K - $49.4K
5.7K $512K
Nov 09, 2023 Q3 2023
Waterfront Wealth Inc.

BUY
 -
629
+ 1.6%
$46.3K - $48.6K
39.9K $3.58M
Nov 16, 2023 Q3 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
567
+ 7.15%
$41.7K - $43.8K
8.5K $764K
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

BUY
 -
536
+ 1.82%
$39.5K - $41.4K
29.9K $2.69M
Nov 07, 2023 Q3 2023
True Wealth Advisors, LLC

BUY
 -
528
+ 14.79%
$38.9K - $40.8K
4.1K $368K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
522
+ 2.45%
$38.4K - $40.3K
21.8K $1.96M
Oct 12, 2023 Q3 2023
Ifp Advisors, Inc

BUY
 -
508
+ 0.83%
$37.4K - $39.2K
61.9K $5.56M
Oct 10, 2023 Q3 2023
Ignite Planners, LLC

BUY
 -
448
+ 1.6%
$33K - $34.6K
28.5K $2.56M
Nov 14, 2023 Q3 2023
Triton Wealth Management, Pllc

BUY
 -
447
+ 14.52%
$32.9K - $34.5K
3.53K $317K
Oct 13, 2023 Q3 2023
Retirement Guys Formula LLC

BUY
 -
446
+ 7.2%
$32.8K - $34.4K
6.64K $597K
Nov 13, 2023 Q3 2023
Jacobi Capital Management LLC

BUY
 -
431
+ 3.53%
$31.7K - $33.3K
12.6K $1.14M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
401
+ 0.65%
$29.5K - $31K
62.3K $5.59M
Oct 26, 2023 Q3 2023
Central Trust CO

Jefferson City, MO
BUY
 -
348
New
$25.6K - $26.9K
348 $31.3K
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
311
New
$22.9K - $24K
311 $27.9K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
298
+ 2.64%
$21.9K - $23K
11.6K $1.04M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
291
+ 2.87%
$21.4K - $22.5K
10.4K $938K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
289
+ 43.59%
$21.3K - $22.3K
952 $85.5K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

BUY
 -
289
+ 0.26%
$21.3K - $22.3K
109K $9.83M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
281
+ 14.25%
$20.7K - $21.7K
2.25K $202K
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
259
+ 0.07%
$19.1K - $20K
391K $35.1M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
257
+ 0.98%
$18.9K - $19.8K
26.5K $2.38M
Oct 30, 2023 Q3 2023
Freedom Wealth Alliance, LLC

Brookfield, WI
BUY
 -
246
+ 1.29%
$18.1K - $19K
19.3K $1.73M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
242
+ 8.85%
$17.8K - $18.7K
2.98K $267K
Nov 09, 2023 Q3 2023
Tortoise Investment Management, LLC

BUY
 -
200
New
$14.7K - $15.4K
200 $18K

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