Purchases and Sales Made in Q3 2023 in First Trust Capital Strength E (FTCS)
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 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.27K- 27.9% |
$93.5K - $98K
|
3.28K
$295K
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.31K- 2.46% |
$96.5K - $101K
|
52K
$4.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.32K- 3.82% |
$97K - $102K
|
33.1K
$2.98M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.35K- 1.47% |
$99.5K - $104K
|
90.4K
$8.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.35K- 54.71% |
$99.7K - $105K
|
1.12K
$101K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.39K- 11.07% |
$102K - $107K
|
11.1K
$1M
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-1.41K- 4.78% |
$104K - $109K
|
28.1K
$2.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-1.45K- 15.39% |
$107K - $112K
|
7.97K
$716K
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.46K- 2.0% |
$108K - $113K
|
71.8K
$6.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.51K- 0.17% |
$111K - $116K
|
889K
$79.8M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.59K- 6.91% |
$117K - $122K
|
21.3K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.59K- 3.42% |
$117K - $123K
|
44.9K
$4.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.68K- 4.41% |
$123K - $129K
|
36.4K
$3.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.73K- 1.71% |
$127K - $133K
|
99.3K
$8.92M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-1.73K- 4.53% |
$128K - $134K
|
36.6K
$3.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.78K- 5.49% |
$131K - $137K
|
30.6K
$2.75M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-1.9K- 33.19% |
$140K - $146K
|
3.82K
$343K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2.03K- 0.85% |
$150K - $157K
|
238K
$21.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.14K- 2.79% |
$158K - $165K
|
74.6K
$6.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.31K- 0.99% |
$170K - $178K
|
230K
$20.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-2.36K- 4.12% |
$174K - $182K
|
55K
$4.94M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.58K- 1.33% |
$190K - $199K
|
190K
$17.1M
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-2.6K- 12.47% |
$191K - $201K
|
18.2K
$1.64M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-2.7K- 5.99% |
$199K - $209K
|
42.4K
$3.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.74K- 39.09% |
$202K - $212K
|
4.27K
$384K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.96K- 28.56% |
$218K - $228K
|
7.4K
$665K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.09K- 1.72% |
$228K - $239K
|
176K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.25K- 19.56% |
$239K - $251K
|
13.4K
$1.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.62K- 1.88% |
$266K - $279K
|
189K
$17M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-3.66K- 7.53% |
$269K - $282K
|
44.9K
$4.03M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.83K- 2.46% |
$282K - $296K
|
152K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.97K- 5.46% |
$293K - $307K
|
68.8K
$6.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-4.05K- 2.57% |
$298K - $312K
|
153K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-4.12K- 13.63% |
$303K - $318K
|
26.1K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-4.22K- 5.29% |
$310K - $325K
|
75.5K
$6.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.25K- 9.94% |
$313K - $328K
|
38.4K
$3.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-4.33K- 7.41% |
$319K - $334K
|
54.1K
$4.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-4.38K- 19.15% |
$322K - $338K
|
18.5K
$1.66M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.61K- 5.6% |
$339K - $356K
|
77.6K
$6.97M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-4.62K- 18.1% |
$340K - $357K
|
20.9K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4.75K- 32.9% |
$350K - $367K
|
9.69K
$871K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-4.95K- 25.24% |
$364K - $382K
|
14.7K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.98K- 12.1% |
$366K - $384K
|
36.2K
$3.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-5.12K- 10.8% |
$377K - $395K
|
42.3K
$3.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.63K- 7.94% |
$414K - $435K
|
65.3K
$5.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-5.65K- 17.62% |
$416K - $436K
|
26.4K
$2.38M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.82K- 1.04% |
$429K - $449K
|
555K
$49.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-5.96K- 34.14% |
$439K - $460K
|
11.5K
$1.03M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.4K- 25.0% |
$471K - $494K
|
19.2K
$1.73M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.46K- 2.61% |
$475K - $498K
|
241K
$21.7M
|