Purchases and Sales Made in Q3 2024 in First Trust Capital Strength E (FTCS)
This table provides information about the institutional ownership of First Trust Capital Strength E (FTCS) during Q3 2024. 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 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.09M+ 8647.86% |
$258M - $281M
|
3.12M
$281M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
207K+ 2427.97% |
$17.3M - $18.8M
|
215K
$19.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
BUY
|
- |
102KNew |
$8.54M - $9.29M
|
102K
$9.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
81K+ 140.63% |
$6.77M - $7.37M
|
139K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
72.5K+ 674.9% |
$6.06M - $6.59M
|
83.3K
$7.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
72.3KNew |
$6.05M - $6.58M
|
72.3K
$6.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
71.9KNew |
$6.01M - $6.54M
|
71.9K
$6.46M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.8KNew |
$4.66M - $5.07M
|
55.8K
$5.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
55.1K+ 18.77% |
$4.61M - $5.01M
|
349K
$31.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
49.2KNew |
$4.11M - $4.47M
|
49.2K
$4.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
47.5KNew |
$3.97M - $4.32M
|
47.5K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
44.4KNew |
$3.71M - $4.03M
|
44.4K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
42.4K+ 38.09% |
$3.54M - $3.85M
|
154K
$13.8M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
36.5KNew |
$3.05M - $3.32M
|
36.5K
$3.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
32.5K+ 29.58% |
$2.71M - $2.95M
|
142K
$12.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
32.1KNew |
$2.68M - $2.92M
|
32.1K
$2.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
29.9KNew |
$2.5M - $2.72M
|
29.9K
$2.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
28K+ 30.83% |
$2.34M - $2.54M
|
119K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
27.5K+ 4.11% |
$2.3M - $2.5M
|
696K
$62.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
27KNew |
$2.26M - $2.46M
|
27K
$2.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
26.3K+ 77.36% |
$2.19M - $2.39M
|
60.2K
$5.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
26.1K+ 60.89% |
$2.18M - $2.37M
|
69K
$6.2M
|
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
25.2KNew |
$2.1M - $2.29M
|
25.2K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
23.4K+ 16.04% |
$1.96M - $2.13M
|
169K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
22.7K+ 22.24% |
$1.9M - $2.07M
|
125K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
22.2KNew |
$1.86M - $2.02M
|
22.2K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
20.3KNew |
$1.7M - $1.84M
|
20.3K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
20.1KNew |
$1.68M - $1.83M
|
20.1K
$1.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
19.9K+ 33.96% |
$1.66M - $1.81M
|
78.5K
$7.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
18.6K+ 3.07% |
$1.55M - $1.69M
|
623K
$55.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
14.8K+ 13.88% |
$1.23M - $1.34M
|
121K
$10.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.7K+ 12.25% |
$1.23M - $1.34M
|
135K
$12.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
13.8K+ 14.64% |
$1.16M - $1.26M
|
108K
$9.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13.7K+ 22.5% |
$1.14M - $1.24M
|
74.4K
$6.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.3K+ 21.52% |
$1.11M - $1.21M
|
75.1K
$6.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
12.6K+ 0.79% |
$1.05M - $1.14M
|
1.6M
$144M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
12.4K+ 12.28% |
$1.04M - $1.13M
|
113K
$10.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
12.4KNew |
$1.04M - $1.13M
|
12.4K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.9K+ 476.0% |
$995K - $1.08M
|
14.4K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.1KNew |
$926K - $1.01M
|
11.1K
$996K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
11K+ 8.81% |
$919K - $1M
|
136K
$12.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
9.42K+ 3.2% |
$787K - $856K
|
304K
$27.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
9.36K+ 52.01% |
$783K - $851K
|
27.4K
$2.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
9.12KNew |
$762K - $829K
|
9.12K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
BUY
|
- |
8.93K+ 7.44% |
$746K - $812K
|
129K
$11.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
8.29K+ 3.12% |
$692K - $753K
|
274K
$24.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
8.04K+ 3.01% |
$672K - $731K
|
275K
$24.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.9K+ 18.03% |
$660K - $718K
|
51.7K
$4.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
7.69KNew |
$643K - $699K
|
7.69K
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
7.3K+ 13.66% |
$610K - $664K
|
60.7K
$5.45M
|